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Rahul Jain

Rahul Jain
Materials| Industrials |Commodities

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India Materials Equity Bottom-Up Commodities
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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...

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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...

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bearishCoal 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...

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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...

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bullishJSW 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...

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