Accessing the Impact of Middle East Disruption on Metals & Mining Sector
The geopolitical tensions in the Middle East have led to an increase in the HRC and rebar prices by 14% and 7% quarter to date, while coking coal...
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Axis Intellect - Balanced
Overview: Stock investment endeavors to deliver consistent outperformance over the long term by making a diversified investment of ‘Winners’.
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Q1FY26 Earnings Preview - Metals & Mining
While Steel companies' EBITDA margins are expected to expand QoQ, Non-ferrous stocks are likely to witness QoQ margin contraction over the strong...
364 Views
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...
292 Views
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...
302 Views