Steel Authority of India Ltd - Q2 EBITDA Beats Consensus, Valuations Rich...
Q2 ahead of consensus: SAIL’s EBITDA (excluding rail provision), at Rs 2,528 Cr (down 13%/3% YoY/QoQ), stood ahead of consensus estimate by 28%.
166 Views
SAIL - Q1 Miss Driven by Inventory De-Valuation and Higher Other Expenses
SAIL’s EBITDA (excluding rail provision), at Rs 2,595 Cr (up 17% YoY but down 7% QoQ), missed our and consensus estimate by 34%/23%.
158 Views
Steel Authority of India Ltd (SAIL) - Risk-Reward Turning Favorable; Upgrade to BUY
China’s steel exports grew by 22% YoY to 111MT in CY24, a level last seen in CY15 (112 MT in CY15), leading to lower regional steel prices and...
277 Views
Steel Authority of India Ltd - Largely Inline Q3, Higher Leverage Risk Persists
Spreads likely to improve slightly in Q4FY25: Blended Coking coal costs are expected to come down by ~Rs 1,000/t QoQ in Q4FY25, led by declining...
205 Views
Quarterly Flipbook: Earnings growth and downgrade cycle bottoming-out
The aggregate performance of the Q1FY26 earnings season was steady as sequential improvement in YoY PAT growth continued in the current quarter
231 Views