3 Indian Aluminium Companies that Will Benefit from Supply Shock!
​LME aluminium hits 4-year high due to supply shock in West Asia, benefiting Indian producers like Nalco, Hindalco, and Vedanta. Stock-pickers...
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How the Iran War Disrupted India’s Summer Drinks Supply?
​Iran-Israel conflict disrupts Gulf aluminium exports, LME prices soar. India faces can shortage, lost revenue, must invest in domestic capacity to...
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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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Top Conviction Ideas - “Metals and Mining”
Hindalco’s Indian operations stood robust, offsetting Novelis's muted profitability. Consolidated Revenue stood at Rs 66,521 Cr (up 14%/1% YoY...
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Q3FY26 Earnings Preview - Metals and Mining
For the Steel companies under our coverage (Tata Steel and SAIL), we expect EBITDA to decline QoQ, mainly led by lower steel sales price...
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