The report notes Ambuja Cements plans to invest Rs 14,500 crore to add 30 MTPA of cement capacity by FY30.
Read this note →Ambuja Cements Limited
NSE AMBUJACEM BSE 500425 INE079A01024
0 filings · 0 analysed
389.55
-10.25%
over 6 months
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The report notes Ambuja Cements plans to invest Rs 14,500 crore to add 30 MTPA of cement capacity by FY30.
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Cement Q2FY27 Results Preview HSIE
The note expects flattish consolidated volumes for Ambuja in Q2FY27E but says the sharp stock correction offers large upside.
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Daily Derivative and Technical snapshot 07 10 2026
The note lists Ambuja Cements under long unwinding with OI down 0.29% and price down 0.71% at 363.40.
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Ambuja Cement Update Oct26 HSIE
The note maintains BUY with an unchanged TP of INR 550/share (15x Sep'28E consolidated EBITDA), estimating a ~2% YoY Q2FY27 volume decline and unit EBITDA falling ~INR 220/MT QoQ to ~INR 700/MT, while projecting consolidated volume/EBITDA CAGR of 8%/17% over FY26-29E, cumulative capex of ~INR 199bn, and the company staying net cash.
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The report mentions Ambuja Cements as a planned northeast entrant with over 3mn MT expected by late FY29E/early FY30E, per HSIE's view.
Prices from Yahoo Finance, NSE close, delayed — indicative only, not for dealing. Solid markers sit on the exchange's own timestamp.
Targets, and what happened next
What each house published, and where the price has gone since. Orivam issues no calls of its own and takes no view on these.
| House | Published | Call | Entry | Target | Now | Progress | Standing |
|---|---|---|---|---|---|---|---|
| HDFC Securities (HSIE Research) | 05 Oct 2026, 14:08 | long | 366.50 | 550.00 | 390.60 | 13% | open by 2027-10-05 |
Deadlines: 0 stated by the house, the rest set by Orivam’s convention — ten trading days for a technical call, twelve months for a price target. A target with no date cannot be judged, so one has to be chosen.
What the desks said
The note expects flattish consolidated volumes for Ambuja in Q2FY27E but says the sharp stock correction offers large upside.
Read this note →The note lists Ambuja Cements under long unwinding with OI down 0.29% and price down 0.71% at 363.40.
Read this note →The note maintains BUY with an unchanged TP of INR 550/share (15x Sep'28E consolidated EBITDA), estimating a ~2% YoY Q2FY27 volume decline and unit EBITDA falling ~INR 220/MT QoQ to ~INR 700/MT, while projecting consolidated volume/EBITDA CAGR of 8%/17% over FY26-29E, cumulative capex of ~INR 199bn, and the company staying net cash.
Read this note →The report mentions Ambuja Cements as a planned northeast entrant with over 3mn MT expected by late FY29E/early FY30E, per HSIE's view.
Read this note →Announcement timeline
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