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Motilal Oswal upgrades ACC stock to 'Buy', cites strategic improvements

EditorEmilio Ghigini
Published 12/07/2024, 11:12
ACC
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On Friday, ACC Ltd. (ACC:IN) saw its stock rating upgraded from Neutral to Buy by Motilal Oswal Securities, along with a significant increase in its price target to INR3,300.00. The change in outlook is attributed to the company's attractive valuation and anticipated improvements in profitability.

The cement manufacturer is expected to benefit from a range of strategic measures aimed at enhancing its financial performance. These include cost-saving initiatives that are poised to streamline operations, as well as the company's strong brand positioning which is likely to continue supporting its market presence.

Further contributing to ACC's positive outlook are the structural changes within the company's operations. These changes are expected to lead to higher volume under the Master Supply Agreement (MSA) and the leveraging of group synergies. Such strategic moves are anticipated to bolster the company's operational efficiency and, in turn, its profitability.

Motilal Oswal Securities has applied a valuation multiple of 12.0x to ACC's June 2026 estimated EV/EBITDA to establish the new price target. This valuation reflects the firm's confidence in ACC's future financial prospects and its ability to generate shareholder value.

The revised price target of INR3,300.00 represents a substantial vote of confidence in the company's strategic initiatives and market position, suggesting that the firm foresees a robust growth trajectory for ACC Ltd. in the near future.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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