Top Conviction Ideas - “Metals and Mining”
Hindalco’s Indian operations stood robust, offsetting Novelis's muted profitability. Consolidated Revenue stood at Rs 66,521 Cr (up 14%/1% YoY...
115 Views
Q3FY26 Earnings Preview - Metals and Mining
For the Steel companies under our coverage (Tata Steel and SAIL), we expect EBITDA to decline QoQ, mainly led by lower steel sales price...
157 Views
Indian Steel: Safeguard Duty Unleashed— A 12% Firewall for the Domestic Bull Run
​Indian government imposes 3-year safeguard duty on flat steel imports to counter predatory pricing, creating price premium for domestic mills and...
359 Views
Axis Top Picks for the month of December 2025
Strong 1500+ points Rally in Nifty 50 since Oct’25: After seeing some pullback in Jul/Aug’25, a broad-based recovery was seen since Oct’25.
290 Views
Top Conviction Ideas - “Metals & Mining”
Hindalco’s Indian operations stood robust, offsetting Novelis's muted profitability. Consolidated Revenue stood at Rs 66,058 Cr (up 13%/3% YoY...
154 Views