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Cement stocks: JM Financial’s top pick UltraTech Cement; targets for ACC, Ambuja & others

Cement stocks: JM Financial’s top pick UltraTech Cement; targets for ACC, Ambuja & others

Feb 03, 2026, 01:04 PM IST

The brokerage expects this demand momentum to be sustained for the next three to four months. With government infrastructure thrust and housing projects firing up, the industry is eyeing a compound growth of 6-7% over the medium term, it said.

How much have Adani group stocks corrected from their 52-week highs?

How much have Adani group stocks corrected from their 52-week highs?

Jan 28, 2026, 04:26 PM IST

Among the energy sector names, Adani Total Gas and Adani Green Energy have both declined 35% from their highs recorded in September 2025.

Buy Ambuja Cements stock as merger sets stage for 14% upside, says Axis Securities

Buy Ambuja Cements stock as merger sets stage for 14% upside, says Axis Securities

Dec 24, 2025, 01:14 PM IST

Axis Securities highlighted that the unified structure will optimise the network and branding, potentially leading to a margin improvement of at least Rs 100 per metric tonne.

Ambuja Cement merger: Why Orient Cement shares rally 10% today

Ambuja Cement merger: Why Orient Cement shares rally 10% today

Dec 23, 2025, 09:43 AM IST

Shares of Orient Cement jumped 10 per cent at the opening tick on Tuesday after the Adani Group company announced a scheme of amalgamation with Ambuja Cements.

Orient Cement, Ambuja Cements shares rally up to 10%, ACC drops; here's why

Orient Cement, Ambuja Cements shares rally up to 10%, ACC drops; here's why

Dec 23, 2025, 09:37 AM IST

Shares of Orient Cement climbed 9.85 per cent to hit a high of Rs 180 apiece in early trade. ACC shares fell 0.8 per cent to Rs 1,761.40 apiece. Ambuja Cements added 2 per cent to Rs 550.85 apiece. 

Ambuja Cements merger: Positive for Orient Cement, slight negative for ACC shareholders

Ambuja Cements merger: Positive for Orient Cement, slight negative for ACC shareholders

Dec 23, 2025, 08:51 AM IST

Ambuja Cements announced the merger of ACC and Orient Cement with itself via an all share-swap transaction, with no cash consideration involved.

Ambuja Cements board clears merger with ACC, Orient: Here's how shares will be issued

Ambuja Cements board clears merger with ACC, Orient: Here's how shares will be issued

Dec 22, 2025, 10:01 PM IST

The merger, subject to requisite approvals, is expected to be completed over the next 1 year

Target prices for cement stocks: UltraTech, ACC, Ambuja, JSW Cement, Ramco, Star Cement

Target prices for cement stocks: UltraTech, ACC, Ambuja, JSW Cement, Ramco, Star Cement

Dec 04, 2025, 12:18 PM IST

JM Financial remains constructive on select heavyweights and mid-caps. "Our top picks are UltraTech in large caps and JK Cement in mid-caps," it said.

Target prices for Ambuja, ACC, Ramco, JK Cements post Q2 results; buy, sell or hold?

Target prices for Ambuja, ACC, Ramco, JK Cements post Q2 results; buy, sell or hold?

Nov 06, 2025, 11:17 AM IST

Choice Institutional Equities (CIE) has reiterated its ‘Buy’ rating on Adani Group’s Ambuja Cements and ACC, citing aggressive expansion plans and strong group synergies.

SMIFS suggests 3 stocks with 1:2 risk-reward ratio for up to 13% upside potential

SMIFS suggests 3 stocks with 1:2 risk-reward ratio for up to 13% upside potential

Nov 03, 2025, 09:46 AM IST

SMIFS has suggested three stocks including Tata Consultancy Services (TCS), ACC and Gujarat State Fertilizers & Chemicals for up to 13 per cent upside potential in the short term.

JM Financial retains 'Hold' on Sagar Cements; target prices for ACC, Ambuja & others

JM Financial retains 'Hold' on Sagar Cements; target prices for ACC, Ambuja & others

Jun 20, 2025, 08:34 AM IST

Sagar Cements aims to leverage this favourable pricing environment to boost its volume growth between 9 per cent and 14 per cent year-on-year to reach 6–6.3 million tonnes in FY26.