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Rahul Jain
Materials| Industrials |Commodities
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India
Joined:
26 January 2025
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Recent
bullish
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Cleveland-Cliffs Inc
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09 May 2025 00:56
Cleveland-Cliffs: Weak Q1 Results, Restructuring Underway, Valuations Reflect Deep Discount
Company faces significant losses due to weak auto demand and high costs, but plans to cut costs and exit unprofitable operations to improve...
Rahul Jain
270 Views
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bullish
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Apl Apollo Tubes
•
08 May 2025 08:11
APL Apollo Tubes: Volume Momentum Intact; Margin Expansion and Capex Execution Key to Valuations
Strong Q4 FY25 performance with significant growth in volumes, EBITDA, and net profit; management targets 20% volume growth and Rs5,000/ton EBITDA...
Rahul Jain
207 Views
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bearish
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Coal India Ltd
•
08 May 2025 07:04
Coal India: Volume Strength Intact, Profitability Headwinds Emerging
Coal India's flat EBITDA in FY25 due to lower e-auction prices and NSR pressures, with FY26 guidance seen as aspirational and valuations justified...
Rahul Jain
269 Views
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bullish
•
CG Power and Industrial Solutions
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07 May 2025 20:29
CG Power: Strong Execution, Strategic Expansion, and Long-Term Growth Visibility
Revenue up 23% order backlog increased by 66%, strategic priorities include capacity expansions and export growth initiatives. New semi-conductor...
Rahul Jain
184 Views
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bullish
•
JSW Steel Ltd
•
07 May 2025 08:57
JSW Steel–BPSL Acquisition: Court Verdict, Strategic Importance, and Investment Implications
Supreme Court reinstates strict NCLT terms for JSW, risking BPSL liquidation; JSW likely to comply for long-term opportunity as BPSL integration...
Rahul Jain
241 Views
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