Trump Tariffs - Possible Impact on Our Market
President Donald Trump and the White House revealed a list of U.S. “reciprocal tariff” rates that more than 180 countries and territories are set...
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Axis Top Picks for the month of April 2025
The Axis Top Picks Basket delivered an excellent return of 8.9% in Mar’25 against the 6.3% return posted by the Nifty 50, thereby beating the...
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Metals & Mining: Q3FY25 Review - Steel EBITDA Weakness Persists
Hindalco’s Indian operations stood robust, offsetting Novelis's impacted profitability due to tighter scrap spreads and flooding at one of the...
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Q3FY25 Earnings Preview - Metals and Mining
In Q3FY25, for Steel companies under our coverage, i.e. Tata Steel and SAIL, we expect EBITDA to decline YoY due to a drop in steel prices in...
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Top Conviction Ideas – “Metals and Mining”
Consolidated EBITDA grew by 42%/6% YoY/QoQ to Rs 8,029 Cr (11% beat vs. our and consensus), led by strong upstream Aluminium and Copper EBITDA.
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