APL Apollo Tubes Ltd - Strong Q3 Performance Despite Macro Headwinds
EBITDA/t rebounds QoQ after weak Q2FY25 show: APL Apollo managed to pull back its EBITDA/t at Rs 4,173/t in Q3FY25, inline with the guidance range...
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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.
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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...
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Real Estate Reflections Hot Property
We have rolled the lower forward interest rate curve through our models and adjusted our NAV assumptions, which drives a +3% to +9% increase in...
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Q2FY26 Earnings Preview - Metals & Mining
We expect Tata Steel and SAIL’s EBITDA to increase on a QoQ basis by 14% and 20%, respectively. Both the Indian and European operations of Tata...
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