Ambuja Cements Limited - EBITDA Miss on Lower Realization
The stock is currently trading at 25x and 21x FY25E/FY26E EV/EBITDA. We maintain our HOLD rating on the stock with a TP of Rs 590/share, (incl....
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Ambuja Cement- Aggressive Game Plan. Maintain ADD
We deep-dive into Ambuja’s growth story under Adani. Adani has operationally consolidated all the operations for both ACC and Ambuja under Ambuja,...
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Ambuja Cements - In the Catbird Seat
ICICI Securities research report onAmbuja Cements Under Adani Group, Ambuja Cement (ACEM; consol) has narrowed the margin gap considerably versus...
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Ambuja Cements Limited - EBITDA Miss on Plant Shutdown; New Capacity to Drive Growth
ACL reported Volume/Revenue growth of 6%/8% YoY(above expectations) and EBITDA/PAT growth of 36%/39% (below expectation).
262 Views
GQG Calls Adani Names 5Yr "Multi-Baggers" - It Works at 30% EPS CAGR if You Torture the Numbers
This is an update on the Adani Names where GQG Partners purchased a US$1.8bn stake from the Promoters themselves. They are up 25% in a month. Which...
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