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04 Jun 2025 |
Ambuja Cements
|
Consensus Share Price Target
|
552.45 |
614.66 |
- |
11.26 |
buy
|
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15 May 2025
|
Ambuja Cements
|
Geojit BNP Paribas
|
552.45
|
627.00
|
547.55
(0.89%)
|
13.49 |
Buy
|
|
|
Ambuja Cements put up a robust financial performance and crossed 100 million tons of cement capacity, becoming the 9th-largest cement company globally. With a strategic focus on growth, operational excellence, increasing market presence, strengthening ground network, improving efficiency and cost leadership, Ambuja is well-positioned to maintain its market leadership and achieve sustainable performance. The company's growth will be further supported by a strong...
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30 Apr 2025
|
Ambuja Cements
|
Axis Direct
|
552.45
|
655.00
|
539.70
(2.36%)
|
18.56 |
Buy
|
|
|
We maintain our BUY rating on the stock.
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30 Apr 2025
|
Ambuja Cements
|
Prabhudas Lilladhar
|
552.45
|
658.00
|
539.70
(2.36%)
|
19.11 |
Buy
|
|
|
Ambuja Cements (ACEM) delivered strong cons operating performance in Q4FY25 with 13% YoY volume growth (18.7mt aided by MSA and recently acquired assets). The recent uptick in cement pricing aided NSR. Increase in volumes resulted in lower operating costs delivering EBITDA/t of Rs999. Going forward, focus would remain on ramping up of Penna and Sanghi assets which...
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30 Apr 2025
|
Ambuja Cements
|
BOB Capital Markets Ltd.
|
552.45
|
587.00
|
539.70
(2.36%)
|
6.25 |
Hold
|
|
|
Strong volume-driven revenue growth, as realisation stays soft 3% YoY due to aggressive push in key markets
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30 Apr 2025
|
Ambuja Cements
|
ICICI Direct
|
552.45
|
650.00
|
539.70
(2.36%)
|
17.66 |
Buy
|
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|
30 Jan 2025
|
Ambuja Cements
|
Axis Direct
|
552.45
|
655.00
|
509.55
(8.42%)
|
18.56 |
Buy
|
|
|
We maintain our BUY rating on the stock.
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30 Jan 2025
|
Ambuja Cements
|
Motilal Oswal
|
552.45
|
600.00
|
509.55
(8.42%)
|
8.61 |
Buy
|
|
|
Ambuja Cements (ACEM)’s 3QFY25 consolidated EBITDA (adjusted for prior period incentives of INR8.3b) declined ~49% YoY to INR8.9b (-35% vs. est.), due to weak realization and higher opex/t (up to INR100 150/t related to acquired assets that are in the transition and ramp-up phase). EBITDA/t declined 56% YoY to INR537 (est. INR848).
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16 Nov 2024
|
Ambuja Cements
|
Axis Direct
|
552.45
|
601.00
|
544.50
(1.46%)
|
8.79 |
Buy
|
|
|
We recommend a BUY rating on the stock with a target price of Rs 601/share, implying an upside of 10% from the CMP
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04 Nov 2024
|
Ambuja Cements
|
ICICI Direct
|
552.45
|
690.00
|
571.40
(-3.32%)
|
24.90 |
Buy
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|
29 Oct 2024
|
Ambuja Cements
|
BOB Capital Markets Ltd.
|
552.45
|
640.00
|
575.00
(-3.92%)
|
15.85 |
Hold
|
|
|
Volume-driven revenue growth as realisation weakens by 6.0% YoY due to weak demand in key markets
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29 Oct 2024
|
Ambuja Cements
|
IDBI Capital
|
552.45
|
600.00
|
575.00
(-3.92%)
|
Target met |
Hold
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|
29 Oct 2024
|
Ambuja Cements
|
Axis Direct
|
552.45
|
675.00
|
575.00
(-3.92%)
|
22.18 |
Buy
|
|
|
We maintain our BUY rating on the stock
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28 Oct 2024
|
Ambuja Cements
|
Motilal Oswal
|
552.45
|
710.00
|
569.40
(-2.98%)
|
28.52 |
Buy
|
|
|
Ambuja Cements (ACEM)’s 2QFY25 earnings beat estimates, led by highervolumes (4% above estimates) and higher incentive incomes.
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22 Oct 2024
|
Ambuja Cements
|
Prabhudas Lilladhar
|
552.45
|
756.00
|
558.50
(-1.08%)
|
36.84 |
Buy
|
|
|
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|
12 Aug 2024
|
Ambuja Cements
|
Geojit BNP Paribas
|
552.45
|
687.00
|
635.45
(-13.06%)
|
24.36 |
Hold
|
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02 Aug 2024
|
Ambuja Cements
|
BOB Capital Markets Ltd.
|
552.45
|
667.00
|
652.80
(-15.37%)
|
20.73 |
Hold
|
|
|
Volume-driven revenue growth as realisation weakens by 6.5% YoY owing to weak demand in key markets
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01 Aug 2024
|
Ambuja Cements
|
Axis Direct
|
552.45
|
750.00
|
664.00
(-16.80%)
|
35.76 |
Buy
|
|
|
We change our rating from HOLD to BUY on the stock
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01 Aug 2024
|
Ambuja Cements
|
ICICI Direct
|
552.45
|
785.00
|
664.00
(-16.80%)
|
42.09 |
Buy
|
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01 Aug 2024
|
Ambuja Cements
|
ICICI Securities Limited
|
552.45
|
801.00
|
664.00
(-16.80%)
|
44.99 |
Buy
|
|
|
Ambuja Cements’ (ACEM; consol.) Q1FY25 EBITDA (at INR 12.8bn, down 23% YoY) missed our expectation by ~18% with lukewarm performance across – volumes, realisation and costs.
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31 Jul 2024
|
Ambuja Cements
|
IDBI Capital
|
552.45
|
669.00
|
664.00
(-16.80%)
|
Target met |
Hold
|
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