Metals (Q4FY26 Results Preview): Steel price recovery to drive margin uptick
We remain positive on the sector and have marginally reduced EBITDA estimates to reflect lower than expected margin expansion in Q4FY26.
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Insider Activity: Who Is Buying Their Own Stock During the Market Correction? – September 2026
Insight on insider buying in Sep 2026 — the broadest monthly cohort in recent months -highlighting key sectors along with names which have moved...
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HSIE Results Daily: Sun Pharmaceutical Industries, Bajaj Auto, Jindal Steel...
Sun Pharmaceutical Industries: EBITDA (ex-milestone of USD 55 mn) grew 13% YoY on 13% sales growth (US: -4% QoQ, global specialty: +13% QoQ, India:...
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Metals (Q3FY26 Results Preview): Robust volume growth, prices firming up
While domestic demand growth moderated, India turned net exporter in Q3FY26: In Q3FY26, finished steel consumption moderated slightly to 6.5% YoY,...
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Indian Steel: Safeguard Duty Unleashed— A 12% Firewall for the Domestic Bull Run
​Indian government imposes 3-year safeguard duty on flat steel imports to counter predatory pricing, creating price premium for domestic mills and...
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