India Rare Earths Monitor - August 2026
India's ₹7,280cr magnet tender drew 20 bids (incl. L&T) in August; light rare earths corrected while dysprosium firmed. Import dependence on China...
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National Aluminium Co Ltd (NALCO) - EBITDA Beat on Alumina Volumes; Rich Valuations Caps Upside
EBITDA stood at Rs 2,179 Cr (down 6% YoY, up 13% QoQ), a 2%/16% beat against our/consensus estimate, led by a sharper than expected Alumina sales...
148 Views
NALCO — Margin Peak Sustained, Volume Upside from FY27
Q2 FY26 EBITDA reaches ₹1,932 cr with record margins; growth plans include new refinery and mine, potential for 25-30% re-rating due to valuation...
366 Views
Monthly Quant Report August 2026
Strengthening domestic economic activity and stabilizing liquidity are providing a solid, measurable foundation for cyclical risk-taking.
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Result Preview:Metals and Mining
Following a seasonally strong Q4FY26, we expect sequential (QoQ) EBITDA growth to moderate across our metals coverage in Q1FY27.
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