Possible GST cut from 28% to 18% adds fuel to an already hot cement trade, with analysts eyeing demand boost, fatter margins, and sector re-rating
Prabhudas Lilladher is bullish on Ambuja Cement has recommended buy rating on the stock with a target price of Rs 685 in its research report dated August 01, 2025.
Net Sales are expected to increase by 10.4 percent Y-o-Y (down 7.2 percent Q-o-Q) to Rs. 9,176.1 crore, according to Prabhudas Lilladher.
Prabhudas Lilladher is bullish on Ambuja Cement has recommended buy rating on the stock with a target price of Rs 692 in its research report dated July 02, 2025.
Prabhudas Lilladher is bullish on Ambuja Cement has recommended buy rating on the stock with a target price of Rs 658 in its research report dated April 30, 2025.
Choice Equity Broking is bullish on Ambuja Cement has recommended buy rating on the stock with a target price of Rs 625 in its research report dated April 30, 2025.
UBS sees structural cost savings, price stabilization, and sector consolidation driving a strong rebound for cement players, such as ACC, Ambuja Cement and Dalmia Bharat in FY26.
The proposed transaction is a two-stage acquisition process, initiated through two share purchase agreements (SPAs) on October 22, 2024, will see Ambuja Cements initially acquiring a 46.80% stake in Orient Cement
ACC shares slumped to a fresh 52-week low, dropping 4.76 percent to Rs 1,820.60 on the NSE.
Prabhudas Lilladher is bullish on Ambuja Cement has recommended buy rating on the stock with a target price of Rs 628 in its research report dated January 30, 2025.
Gradual reduction in cost structure and improvement in profitability will be key for Ambuja Cements' stock performance, noted JM Financial.
Ambuja Cements said as much as 118 MTPA capacity will be created by FY26, and the company is on track to achieve the targeted capacity of 140 MTPA by FY28.
Ambuja Cement Q3 results: Revenue rises 10% to Rs 4,850 crore
Star Cement is a major player in the North East cement market, and the acquisition bid by the Adani Group could be part of its expansion strategy.
Bernstein said the Adani Group's significant reduction in promoters' pledged shares, lower leverage, and improved valuations were key factors lifting its financial footing in the past two years.
Star Cement enjoys the highest market share in the North East with an installed capacity of 7.7 mtpa and aims to reach 25 mtpa by 2030
Prabhudas Lilladher is bullish on Ambuja Cement has recommended buy rating on the stock with a target price of Rs 708 in its research report dated October 29, 2024.
Ambuja Cements Q2 FY25 Results Update: As has been the case with other cement players , analysts had expected Ambuja Cements to report lukewarm growth in its revenue and a sharp dip in its bottomline.
Prabhudas Lilladher is bullish on Ambuja Cement has recommended buy rating on the stock with a target price of Rs 756 in its research report dated October 22, 2024.
Ambuja Cements will acquire 37.9 percent equity stake in Orient Cement from the promoters, and an additional 8.9 percent stake from certain public shareholders. It will also launch an open offer to acquire up to 26 percent equity.
HeidelbergCement India's potential acquisition is expected to significantly boost Ambuja’s production capacity from the current 89 million tonnes, as the Adani group firm targets a capacity of 140 million tonnes by 2028.
Macquarie's cautious outlook on cement stocks reflects ongoing demand challenges and price pressures, with mixed ratings across key players as the sector faces near-term risks.
FTSE's adjustment will occur on August 29, leading to an inflow of $17 million (2 million shares).
The floor price for the block deal is Rs 600 per share, a 5 percent discount to the last closing price
Prabhudas Lilladher recommended accumulate rating on Ambuja Cement with a target price of Rs 701 in its research report dated August 01, 2024.