HSIE Results Daily: Larsen & Toubro, Mahindra & Mahindra, APL Apollo Tubes, Petronet LNG,
Robust order inflows of INR 4.4trn (+22% YoY) in FY26, driven by upward private capex momentum and in segments such as green energy and Hydrogen
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Metals (Q4FY26 Results Preview): Steel price recovery to drive margin uptick
We remain positive on the sector and have marginally reduced EBITDA estimates to reflect lower than expected margin expansion in Q4FY26.
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Q4FY26 Earnings Preview - Metals and Mining
We anticipate EBITDA growth for steel companies on a YoY and QoQ basis, driven by a seasonal volume uptick and rebound in steel prices.
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Accessing the Impact of Middle East Disruption on Metals & Mining Sector
The geopolitical tensions in the Middle East have led to an increase in the HRC and rebar prices by 14% and 7% quarter to date, while coking coal...
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Event Driven- Middle East Volatility: How Indian Sectors Respond to Higher Crude
Middle East tensions may push Brent crude towards $85-90/barrel, posing inflation and current account deficit risks for India, with varying...
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