Metals & Mining Q2FY23 Results Preview
Steel Q2FY23 Preview – Margins to hit a trough: We expect Steel companies under our coverage to deliver weak Q2FY23 numbers.
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Steel Sector Outlook - Domestic Demand Revival A Key to Drive the Steel Sector
Domestic HRC Steel prices have corrected by 27% since the peak seen in the 1st week of Apr’22. This has been on account of the weakness in the...
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Q4FY22 Result Preview: Management Commentaries on the Outlook Stand Critical
OUR TOP 10 “TRADING BUYs” Earnings Play: SBI, ICICI bank, Tata Steel, Nalco, Ashok Leyland, Eicher Motors, PSP Projects, ITC, Varun beverages, Tech...
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Metals and Mining: Strong Commodity Prices to Drive Profitability; Deleveraging to Continue
We expect Metals and Steel companies under our coverage to deliver robust Revenue/EBITDA growth on a YoY basis, primarily on account of strong...
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Tata Steel Ltd - Largely Inline Q4; Focus on Cost Transformation Program
Adj. EBITDA/t in India declined by 16%/11% YoY/QoQ to Rs 12,705/t due to BF-G related maintenance expenses, which offset benefits from seasonally...
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