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May 02, 2013
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11:21
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| Sterlite Industries Ltd (Q4 FY13) |
| India Infoline Research Team/11:21,May 02,2013 |
| Revenue during the quarter increased 18% qoq to Rs126.7bn, higher than our estimate of Rs117bn. |
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Apr 29, 2013
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16:43
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| Sesa Goa Ltd (Q4 FY13) |
| India Infoline Research Team/16:43,Apr 29,2013 |
| The company’s topline declined 91% on a yoy basis and 20% on a qoq basis to Rs2.36bn on account of regulatory restrictions in Karnataka and Goa. |
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14:21
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| Jindal Steel & Power Ltd (Q4 FY13) |
| India Infoline Research Team/14:21,Apr 29,2013 |
| JSPL’s standalone revenue increased 1% yoy and 10.3% qoq to Rs42.1bn, quite higher than our estimate of Rs36.5bn. |
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14:09
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| Hindustan Zinc (Q4 FY13) |
| India Infoline Research Team/14:09,Apr 29,2013 |
| HZL during the quarter managed to sell 61,000 tons of concentrate against no sales in the previous quarter and corresponding quarter last year. |
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Apr 17, 2013
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15:49
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| Precious Metals Update: A golden opportunity for bottom fishing |
| India Infoline Research Team/15:49,Apr 17,2013 |
| Precious metals have witnessed an unprecedented selling rout in terms of magnitude and duration. |
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Mar 25, 2013
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14:41
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| Steel Authority of India Ltd: Correction overdone |
| India Infoline Research Team/14:41,Mar 25,2013 |
| SAIL has been investing heavily over the last four years to raise its crude steel capacity from the current 13.4mtpa to 21.4mtpa and to also improve its product mix. |
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Mar 18, 2013
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11:34
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| NALCO: Valuations attractive at base price |
| India Infoline Research Team/11:34,Mar 18,2013 |
| We expect alumina production to jump from 1.7mn tons in FY13 to 1.9mn tons in FY14 leading to a 23% yoy increase in external alumina sales. |
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Mar 12, 2013
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16:37
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| Base Metals Monthly Update - March 2013 |
| India Infoline Research Team/16:37,Mar 12,2013 |
| Demand has witnessed a modest pickup during Q1, which is very uncharacteristic, considering the fact that the first two quarters of the year are traditionally known as a strong demand period in China. |
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Feb 25, 2013
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11:10
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| MOIL Ltd: Cash Comfort |
| India Infoline Research Team/11:10,Feb 25,2013 |
| MOIL is India’s largest manganese ore producer and is amongst the top 10 global producers, accounting for 42% of India’s production and 30% of proven reserves. |
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Feb 14, 2013
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12:46
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| NMDC (Q3 FY13) |
| India Infoline Research Team/12:46,Feb 14,2013 |
| Topline for the quarter declined 27.4% yoy to Rs20.5bn on account of both, lower realisations and volumes. |
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12:32
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| Coal India Ltd (Q3 FY13) |
| India Infoline Research Team/12:32,Feb 14,2013 |
| Realisations for the quarter increased marginally by 0.5% qoq to Rs1,438/ton against our expectation of Rs1,410. We were positively surprised by the increase in average realizations for the quarter.
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12:27
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| Tata Steel Ltd (Q3 FY13) |
| India Infoline Research Team/12:27,Feb 14,2013 |
| Consolidated revenue of Rs321bn was lower than estimate of Rs333bn on account of lower domestic realisations and volumes in Europe
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Feb 13, 2013
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18:16
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| Jindal Steel & Power Ltd (Q3 FY13) |
| India Infoline Research Team/18:16,Feb 13,2013 |
| JSPL managed to register a strong growth of 24.1% yoy and 14.7% qoq in steel volumes to 0.73mn tons |
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18:16
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| Jindal Steel & Power Ltd (Q3 FY13) |
| India Infoline Research Team/18:16,Feb 13,2013 |
| JSPL managed to register a strong growth of 24.1% yoy and 14.7% qoq in steel volumes to 0.73mn tons |
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18:04
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| SAIL (Q3 FY13) |
| India Infoline Research Team/18:04,Feb 13,2013 |
| Total steel sales increased 6.2% qoq to 2.76mn tons, lower than our estimate of 2.9mtpa. Share of value added products increased to 42% of the product mix compared to 39.7% in Q3 FY12. Total saleable steel production decreased 7.5% qoq to 3.1mn tons. |
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Feb 11, 2013
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16:21
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| Godawari Power & Ispat (Q3 FY13) |
| India Infoline Research Team/16:21,Feb 11,2013 |
| Godawari Power & Ispat (GPIL) on a standalone basis reported a 10% qoq decline in its topline to Rs4.4bn on account of a drop in sales and realisations in almost all the steel products |
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15:54
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| Hindalco Industries Ltd (Q3 FY13) |
| India Infoline Research Team/15:54,Feb 11,2013 |
| Standalone revenue of Rs68.77bn was marginally higher than our estimate due to higher aluminium and copper production volumes
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Feb 08, 2013
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15:13
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| Base Metals Update – February 2013 |
| India Infoline Research Team/15:13,Feb 08,2013 |
| Base Metals Update – February 2013 |
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Feb 01, 2013
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14:41
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| NALCO (Q3 FY13) |
| India Infoline Research Team/14:41,Feb 01,2013 |
| Topline of Rs16.9bn increased 5% qoq and was higher than our estimate of Rs15.5bn |
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Jan 30, 2013
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14:49
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| Sterlite Industries Ltd (Q3 FY13) |
| India Infoline Research Team/14:49,Jan 30,2013 |
| Revenue during the quarter declined 3% qoq to Rs107.4bn, lower than our estimate of Rs114.9bn. |
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