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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.

Tata Steel, Ambuja Cements among top stock picks from SMC Global for strong returns

Tata Steel, Ambuja Cements among top stock picks from SMC Global for strong returns

Jan 05, 2026, 12:49 PM IST

SMC Global said that CESC has been trading within a downward-sloping channel for a considerable period, indicating a phase of healthy consolidation rather than a reversal from higher levels.

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.

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.

2 Adani stocks to buy for up to 38% upsides in 12 months

2 Adani stocks to buy for up to 38% upsides in 12 months

Dec 02, 2025, 10:03 AM IST

On Adani Ports, MOFSL said the Adani group firm has captured higher customer wallet share and built cargo stickiness with the integrated end-to-end offerings

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.

Ambuja Cements Q2 profit zooms 268% YoY to Rs 1,766 crore; revenue up 21%

Ambuja Cements Q2 profit zooms 268% YoY to Rs 1,766 crore; revenue up 21%

Nov 03, 2025, 02:17 PM IST

The Adani Group company's consolidated profit after tax (PAT) surged 268 per cent year-on-year (YoY) to Rs 1,766 crore, compared to Rs 480 crore in the same quarter last year.