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...
109 Views
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...
212 Views
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...
365 Views
Axis Top Picks for the month of September 2025
Axis Top Picks Basket delivered a return of 16.2% in the last six months against the 10.4% returns posted by Nifty 50, outperforming the Nifty 50...
223 Views
Top Conviction Ideas - “Metals & Mining”
Hindalco’s Indian operations stood robust, offsetting Novelis's impacted profitability. Consolidated Revenue stood at Rs 64,232 Cr (up 13% but down...
157 Views