Synopsis: HSBC has maintained a ‘Buy’ rating on this leading aluminum and copper conglomerate with a revised fair value of Rs.1,740 per share and a target price of Rs.1,430, implying an upside of 35% from the current price. The brokerage raised its FY28...
Synopsis: Hindalco Industries reported strong operational growth led by India businesses, but profit declined sharply due to overseas disruption, while expansion projects and EV-focused investments continued gaining momentum. The shares of this large cap company...
Synopsis: Hindalco shares rose on strong market sentiment despite Novelis posting weaker Q4 results, impacted by plant fires and lower shipments. Higher leverage and capex weighed on outlook, though long-term demand and expansion remain supportive. The shares of this...
Synopsis: Disruptions at key Middle East aluminium plants and export routes sparked expectations of higher global aluminium prices, driving strong gains in aluminium stocks. Aluminium is one of the most widely used industrial metals, finding applications across...
SYNOPSIS: Embraer strengthened its India focus through MoUs with Hindalco and Mahindra to boost aerospace manufacturing, MRO capabilities, and C-390 production, supporting the ‘Make in India’ initiative and defence modernisation efforts. Headquartered in Brazil,...
Synopsis: ICRA projects a 10–12 percent growth in India’s copper demand over the next two years, setting the stage for three stocks to benefit meaningfully, including companies that have delivered YoY net profit growth of up to 124 percent. Global copper prices have...
Synopsis: With a market cap of more than Rs 2 lakh crore, the company reported a 14 percent YoY increase in revenue, while net profit declined sharply by 45 percent YoY. The company in context saw its stock deliver a compounded return of 30 percent over the last three...
Synopsis: Maharatna stock with 188 percent net profit growth in the recent quarter, and a 53 percent compounded return in the last five years has bagged an order from Hindalco Industries Ltd, with the order valued between Rs 1200- 1500 Crore. The large-cap stock...
Synopsis: When the price of an asset quadruples in a decade after decades of underperformance, it deserves attention. When it doubles in a single year amid global uncertainty, it demands scrutiny. This editorial examines the history, macro trends, and company-level...
Synopsis: Hindalco shares fell 3% after its US subsidiary Novelis reported a second fire at its Oswego plant within two months, raising concerns over operational disruption, and delayed restoration efforts despite no injuries. This company is a flagship company of the...
