Top Sector Ideas - Metals and Mining (Q1FY25)
Overall consolidated revenue stood largely in line with consensus (up 8% YoY, 2% QoQ), while reported EBITDA grew by 31%/11% YoY/QoQ
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60-Year Mining Tax Battle: Supreme Court’s Final Word
​Supreme Court ruling allows States to levy cess on mining, potentially imposing hefty retrospective taxes on sector, impacting companies like Tata...
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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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#7 India Insights: Weaker Modi Mandate, Plunging PSUs, Tata Steel Credit Profile, Reliance, Airtel
​Weaker Modi & BJP mandate leads to plunge in PSUs and state-owned bank shares, while Tata Steel, Bharti Airtel, and Reliance Industries see credit...
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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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