Ambuja Cements makes grey and blended cement, ready-mix concrete and clinker, sold mainly across western and northern India through a large dealer network and its Ambuja and ACC brands. Its edge is scale in cement, where a dense plant footprint near limestone reserves keeps freight and power costs low relative to smaller regional producers. The near-term story is operational rather than volume-driven: revenue fell 7.7% in the latest reported period, yet a 56.8% gross margin against a 7.9% operating margin shows how much of the cost base sits in energy, freight and overheads that management has to reclaim. At 20.6x trailing earnings and 25.5x forward, the market is paying for a margin recovery that the current numbers do not yet show, so the decision rests on whether pricing and cost discipline can close that gap.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:52 CEST | ACCE price target | ₹334 | first publication | ₹363 |
Answered from Ambuja Cements Limited fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| AMBUJACEM.NS Ambuja Cements Limited | ₹358.90 | - | - | 20.3x | - | 71 | 37 |
| SHREECEM.NS Shree Cement Limited | ₹22330.00 | - | - | 50.3x | - | 81 | 46 |
| BZU.MI Buzzi S.p.A. | €38.86 | - | - | 8.3x | 12.3% | 75 | 48 |
| CEMEXCPO.MX Cemex | MXN 18.98 | MXN 18 | 6% above | 30.1x | 4.0% | 51 | 50 |
| CX Cemex S.A.B. de C.V. Sponsored ADR | $10.11 | $17 | 39% below | 85.0x | 4.0% | 51 | 49 |
| JHX.AX James Hardie Industries plc | A$36.85 | A$16 | 136% above | 98.8x | 3.3% | 55 | 67 |
| JHX James Hardie Industries plc. Ordinary Shares | $26.54 | $11 | 140% above | 106.2x | 3.3% | 55 | 68 |
Where AMBUJACEM.NS ranks against its sector peers on each metric.