India Steel Industry: Should We Expect a Turnaround from Q4FY26?
Indian steel industry had a tough 9MFY26 but is expected to see a turnaround in Q4FY26, though risks remain due to coking coal inflation and...
169 Views
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.
125 Views
Q4FY26 Earnings Preview - Metals and Mining
We anticipate EBITDA growth for steel companies on a YoY and QoQ basis, driven by a seasonal volume uptick and rebound in steel prices.
132 Views
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...
200 Views
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,...
140 Views