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The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
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The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
Ambuja Cements Limited is an India-based cement company. The Company’s principal activity is to manufacture and market cement and cement-related products. The Company’s segments include Cement and Ready Mix Concrete. The Company's products include Ambuja Cement, Ambuja…
Weekly engine runs — movement reflects the numbers, not analyst opinion.
A middling, fast-growing business, trading cheap versus its own history — but flagged on governance.
Ambuja Cements is scored on the general / industrial framework. It keeps a healthy 13.6% of every rupee of sales as net profit. Cash broadly tracks reported profit (CFO/PAT 0.95×). Free cash flow is worth about -2.6% of its market value.
Over the last 3 years revenue compounded at 2%/yr and profit at 23%/yr. Book value itself has compounded 23%/yr — the hallmark of a genuine compounder. Return on equity is a weak 8.0%. In the latest quarter profit fell 64% versus the prior quarter.
At 20× earnings, the stock sits at the 4th percentile of its own 3.6-year range — the cheap end of where it has historically traded. Today's price implies ~15%/yr earnings growth for a decade. The forensic screen raises a red flag: Share count up 27% over 4 years — heavy equity dilution.
A plain-English restatement of the figures on this page — rules-based, for education and research context, not investment advice or a recommendation.
| Ratio | Company | Sector | Read |
|---|---|---|---|
| P/E | 30.74 | 12.16 | worse |
| P/B | 1.63 | 1.83 | better |
| EV/EBITDA | 16 | 11.56 | worse |
| ROE | 7.97 | — | — |
| ROCE | 5.82 | — | — |
| ROA | 3.52 | — | — |
| Quick Ratio | 0.7 | 1.02 | worse |
| Peer | P/E | P/B | ROE |
|---|---|---|---|
| Ultratech Cement | 41.5 | 5.0 | 12.0% |
| Shree Cement | 57.0 | 3.8 | 6.6% |
| JK Cement | 42.7 | 5.5 | 13.0% |
2% CAGR — growing but slowly.
Net profit has risen every year — the hallmark of a compounder. Profit is growing faster than revenue (23% vs 2%) — margin expansion is at work.
Operating margins have been stable around 8% — no major structural shift. Interest or tax burden is shrinking — more of the operating profit is reaching the bottom line.
ROE at 8% — modest; the capital isn't working hard. Low variance across years — a predictable business that earns steadily on its equity base.
Profit grew faster than EPS (23% vs 14%) — share dilution is eroding per-share value. 14% EPS CAGR — this is the rate at which each share's claim on earnings is compounding.
Operating cash flow has been positive every year — the business generates real cash, not just accounting profit.
When operating cash keeps pace with reported profit, earnings are cash-backed; a persistent shortfall is a quality flag.
Revenue fell 13% QoQ — could be seasonality or a genuine slowdown.
Profit fell 64% QoQ — one-quarter drops can be noise, but a pattern matters. Quarterly margins are compressing (24% → 7%) — more revenue isn't translating to proportionally more profit.
How today's P/E compares to the stock's own historical range. Dashed line = the 3.6y median.
Promoters hold 67.3% — heavily owner-operated with strong skin in the game.
Produced by a rules-based engine over licensed exchange fundamentals — every sentence above is derived from the numbers shown, no analyst or AI opinion involved. Education and research context, not investment advice. We are not SEBI-registered as an Investment Adviser or Research Analyst.