Hindalco Industries Ltd - Decent Q1, Volatile Macros
In Q2FY25, it will remain flat or slightly increase by 1% QoQ, as spot auction coal prices tend to go up during monsoon and caustic soda prices...
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Hindalco - Capacity Expansion to Drive Next Leg of Growth
Motilal Oswal's research report onHindalco Hindalco (HNDL) is undertaking a capex of ~USD6.9b (USD4.9b for Novelis and USD2b for HNDL) to expand...
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Q1FY25 - Consolidated Earnings Preview
Based on our and consensus estimates, we forecast Nifty to deliver Revenue/EBITDA/PAT growth of 7.8%/3%/1.2% respectively for the quarter.
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Metals - Q1FY25 Earnings Preview
For Steel companies under our coverage, EBITDA/t is expected to increase on a YoY basis, led by higher metal sales volumes YoY and lower coking...
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Top Sector Ideas - Metals and Mining Q4FY24
Overall consolidated revenue stood largely inline (flat YoY, up 6% QoQ), while reported EBITDA grew by 24%/14% YoY/QoQ (10% beat vs. our estimates)
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