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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Hindalco Industries Ltd - Prudent Capex Amidst Macro Risks; Retain BUY with Lower TP
Hindalco reported a strong set of numbers with consolidated revenue increasing by 38% YoY and 11% QoQ at Rs 55,764 Cr in line with our estimate of...
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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...
348 Views
Axis Top Picks April 2022
Commodities and IT sectors are the biggest winners of FY22. In the last one year, the Metals sector has gone up 53%, Energy by 40%, commodities by...
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Hindalco Industries: Geopolitical Conflict Provides Traction to Metal Prices
The Russia Ukraine conflict has provided traction to global metal prices. During YTD CY22, a healthy rally has been witnessed in both ferrous and...
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