Q4FY25 Earnings Preview - Metals and Mining
In Q4FY25, for Steel companies under our coverage (Tata Steel and SAIL), we expect EBITDA to improve QoQ mainly due to higher sales volume and...
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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...
265 Views
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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Top Sector Ideas - Metals and Mining (Q1FY25)
Overall consolidated revenue stood largely in line with consensus (up 8% YoY, 2% QoQ), while reported EBITDA grew by 31%/11% YoY/QoQ
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Coal India - EBITDA Beat Driven By Lower Employee and RM Costs
CIL reported a strong set of numbers with Adjusted EBITDA (ex OBR), beating our estimate by 11%. Revenue from operations stood at Rs 33,170 Cr...
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