|
31 Jul 2025 |
Ambuja Cements
|
Consensus Share Price Target
|
592.70 |
625.72 |
- |
5.57 |
buy
|
|
|
|
|
21 Jul 2025
|
Ambuja Cements
|
Axis Direct
|
592.70
|
657.00
|
613.25
(-3.35%)
|
10.85 |
Buy
|
|
|
We recommend a BUY rating on the stock with a target price of Rs 657/share, implying an upside of 10% from the CMP.
|
|
02 Jul 2025
|
Ambuja Cements
|
Motilal Oswal
|
592.70
|
700.00
|
594.20
(-0.25%)
|
18.10 |
Buy
|
|
|
We attended the plant visit event organized by ACEM at its Marwar Mundwa plant in Rajasthan, where we interacted with the senior management team, followed by a tour of the plant.
|
|
02 Jul 2025
|
Ambuja Cements
|
BOB Capital Markets Ltd.
|
592.70
|
618.00
|
594.20
(-0.25%)
|
Target met |
Hold
|
|
|
Focus stays on capacity addition that will help achieve incremental market share aimed at ~18%/22% by FY28/FY30
|
|
18 Jun 2025
|
Ambuja Cements
|
Motilal Oswal
|
592.70
|
630.00
|
545.05
(8.74%)
|
6.29 |
Buy
|
|
|
The key highlights of ACEM’s FY25 annual report, the company’s consolidated cement capacity has risen to 100.3mtpa currently from 76.9mtpa in FY24-end, primarily led by inorganic growth.
|
|
15 May 2025
|
Ambuja Cements
|
Geojit BNP Paribas
|
592.70
|
627.00
|
547.55
(8.25%)
|
5.79 |
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
|
592.70
|
655.00
|
539.70
(9.82%)
|
10.51 |
Buy
|
|
|
We maintain our BUY rating on the stock.
|
|
30 Apr 2025
|
Ambuja Cements
|
ICICI Direct
|
592.70
|
650.00
|
539.70
(9.82%)
|
9.67 |
Buy
|
|
|
|
|
30 Apr 2025
|
Ambuja Cements
|
Prabhudas Lilladhar
|
592.70
|
658.00
|
539.70
(9.82%)
|
11.02 |
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...
|
|
30 Apr 2025
|
Ambuja Cements
|
BOB Capital Markets Ltd.
|
592.70
|
587.00
|
539.70
(9.82%)
|
Target met |
Hold
|
|
|
Strong volume-driven revenue growth, as realisation stays soft 3% YoY due to aggressive push in key markets
|
|
30 Jan 2025
|
Ambuja Cements
|
Motilal Oswal
|
592.70
|
600.00
|
509.55
(16.32%)
|
Target met |
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).
|
|
30 Jan 2025
|
Ambuja Cements
|
Axis Direct
|
592.70
|
655.00
|
509.55
(16.32%)
|
10.51 |
Buy
|
|
|
We maintain our BUY rating on the stock.
|
|
16 Nov 2024
|
Ambuja Cements
|
Axis Direct
|
592.70
|
601.00
|
544.50
(8.85%)
|
Target met |
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
|
|
04 Nov 2024
|
Ambuja Cements
|
ICICI Direct
|
592.70
|
690.00
|
571.40
(3.73%)
|
16.42 |
Buy
|
|
|
|
|
29 Oct 2024
|
Ambuja Cements
|
BOB Capital Markets Ltd.
|
592.70
|
640.00
|
575.00
(3.08%)
|
7.98 |
Hold
|
|
|
Volume-driven revenue growth as realisation weakens by 6.0% YoY due to weak demand in key markets
|
|
29 Oct 2024
|
Ambuja Cements
|
Axis Direct
|
592.70
|
675.00
|
575.00
(3.08%)
|
13.89 |
Buy
|
|
|
We maintain our BUY rating on the stock
|
|
29 Oct 2024
|
Ambuja Cements
|
IDBI Capital
|
592.70
|
600.00
|
575.00
(3.08%)
|
Target met |
Hold
|
|
|
|
|
28 Oct 2024
|
Ambuja Cements
|
Motilal Oswal
|
592.70
|
710.00
|
569.40
(4.09%)
|
19.79 |
Buy
|
|
|
Ambuja Cements (ACEM)’s 2QFY25 earnings beat estimates, led by highervolumes (4% above estimates) and higher incentive incomes.
|
|
22 Oct 2024
|
Ambuja Cements
|
Prabhudas Lilladhar
|
592.70
|
756.00
|
558.50
(6.12%)
|
27.55 |
Buy
|
|
|
|
|
12 Aug 2024
|
Ambuja Cements
|
Geojit BNP Paribas
|
592.70
|
687.00
|
635.45
(-6.73%)
|
15.91 |
Hold
|
|
|
|
|
02 Aug 2024
|
Ambuja Cements
|
BOB Capital Markets Ltd.
|
592.70
|
667.00
|
652.80
(-9.21%)
|
12.54 |
Hold
|
|
|
Volume-driven revenue growth as realisation weakens by 6.5% YoY owing to weak demand in key markets
|