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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Aluminum Sector Update - The Era of Energy-Constrained Scarcity
The global aluminium industry has entered a decade of structural realignment, transitioning from a cyclical industrial metal into an energy...
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Pre Union Budget Expectations 2026-27
The Finance Minister is set to present the Union Budget for FY2026–27 on 1 st February 2026, at a time when India stands out amid a challenging...
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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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Top Conviction Ideas - “Metals & Mining”
Hindalco’s Indian operations stood robust, offsetting Novelis's impacted profitability. Consolidated Revenue stood at Rs 64,232 Cr (up 13% but down...
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