Sector Metal and Mining - Latest news, views and updates

SECTOR | 08 Jul 2025

Metals & Mining Apr-Jun'25 Earnings Preview Volume disappoints...

by Prabhudas Lilladhar

Prabhudas Lilladhar

in H1FY26. Although domestic demand remains strong aided by GoI spending, Q1FY26 volume growth seems to have affected by early monsoon, heatwaves expected to benefit from a USD10-15/t decline in coking coal costs, which have fallen to USD184/t levels. As a result, EBITDA/t for our coverage companies is expected to improve on an average ~Rs2,400/t QoQ. However, with weakened steel prices on monsoon led weakness, FY26 EBIDTA growth would depend upon demand recovery in H2FY26. Uncertainties amid ongoing tariff wars and geopolitical tensions have kept...

Prabhudas Lilladhar released a Sector Update report for Metal and Mining on 08 Jul, 2025.

Alert

Metal Prices Fall As Trump Stirs Trade Uncertainty With BRICS Threat

SECTOR | 07 Jul 2025

NDTV Profit

Copper fell 0.5% to $9,817, Aluminum was 0.5% lower as all major metals fell on the London Metal Exchange.

Prabhudas Lilladhar released a Sector Update report for Metal and Mining on 08 Jul, 2025.

SECTOR | 07 Jul 2025

Q1FY26 Earnings Preview - Metals & Mining

by Axis Direct

Axis Direct

Top picks: APL Apollo Tubes, Hindalco, NALCO and Tata Steel.

Prabhudas Lilladhar released a Sector Update report for Metal and Mining on 08 Jul, 2025.

Alert

Tata, Jindal Steel Among Top Metal Picks For Axis Securities' Aditya Welekar

SECTOR | 04 Jul 2025

NDTV Profit

Amid the valuation concerns in Indian metal stocks and challenges of global uncertainties, the analyst also expresses optimism for Vedanta.

Prabhudas Lilladhar released a Sector Update report for Metal and Mining on 08 Jul, 2025.

Hindustan Zinc Q1 Update: Mined Metal Production Rises 1%

SECTOR | 02 Jul 2025

NDTV Profit

Hindustan Zinc's refined zinc production was at 202 KT, down 4% on a year-on-year basis and down 6% quarter-on-quarter.

Prabhudas Lilladhar released a Sector Update report for Metal and Mining on 08 Jul, 2025.

Metal shares in demand; Tata Steel, JSW, JSPL, Welspun, SAIL rally up to 4%

Business Standard | 02 Jul 2025

Lloyds Metals Buys Nearly 80% Stake Thriveni Earthmovers

SECTOR | 02 Jul 2025

NDTV Profit

Lloyds Metals' board had approved the stake acquisition in December 2024. The Competition Commission of India approved the takeover in May.

Prabhudas Lilladhar released a Sector Update report for Metal and Mining on 08 Jul, 2025.

Vedanta Metal Bazaar achieves total sales of 40,000 crore

SECTOR | 30 Jun 2025

Business Line

The store offers non-ferrous metals via 1,200 stock keeping units

Prabhudas Lilladhar released a Sector Update report for Metal and Mining on 08 Jul, 2025.

Lloyd Metals Secures Key Environmental Clearance, Poised for Major Expansion

SECTOR | 26 Jun 2025

NDTV Profit

This expansion will establish Lloyd Metals mine as the largest iron ore operation in the country.

Prabhudas Lilladhar released a Sector Update report for Metal and Mining on 08 Jul, 2025.

Heard On The Street: Dealers Spot Action In PB Fintech, Vedanta, PNB Housing, Trent And More

SECTOR | 25 Jun 2025

NDTV Profit

This edition of Heard On The Street' provides you with buzzing action on stocks like Deccan Cement Ltd., PB Fintech Ltd., Lloyd Metal Ltd., Vedanta Ltd., PNB Housing Finance and Trent Ltd.

Prabhudas Lilladhar released a Sector Update report for Metal and Mining on 08 Jul, 2025.

Hilton Metal Forging gets RITES certification for Vande Bharat & LHB wheel production

SECTOR | 21 Jun 2025

Business Line

For FY26, the company aims to manufacture over 3,000 forged railway wagon wheelsets, scaling up to more than 12,000 units in FY27