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Metal and Mining

SECTOR | 07 Oct 2025

Tata Steel, Hindalco, NALCO Among Axis Securities Top Picks In Metals Pack Ahead Of Q2 Result Check Full List

NDTV Profit

Metals Q2 results preview: Ebitda expansion likely to continue across steel and aluminium names says ICICI Securities

Axis Direct released a Sector Update report for Metal and Mining on 18 Nov, 2025.

Metal and Mining

SECTOR | 07 Oct 2025

US to take 10% stake in Canada's Trilogy Metals to unlock Alaska mining

Business Standard

Trump said the White House is reversing a Biden-era decision to reject Ambler Road, a project to help access vast critical mineral deposits in Alaska's Northern Brooks Range

Axis Direct released a Sector Update report for Metal and Mining on 18 Nov, 2025.

Metal and Mining

SECTOR | 07 Oct 2025

Q2FY26 Earnings Preview - Metals & Mining

Metal and Mining

Axis Direct

Our Top Earnings Play: APL Apollo Tubes, Hindalco, NALCO, and Tata Steel.

Axis Direct released a Sector Update report for Metal and Mining on 18 Nov, 2025.

Metal and Mining

SECTOR | 06 Oct 2025

Copper prices climb to over 16-month peak on supply concerns

Business Line

Three-month copper on the London Metal Exchange was up 0.4% at $10,760 per metric ton, as of 0414 GMT, hitting its highest point since May 2024 and extending gains to a fourth session

Axis Direct released a Sector Update report for Metal and Mining on 18 Nov, 2025.

Metal and Mining

SECTOR | 03 Oct 2025

Hindustan Zinc Records Highest Second-Quarter Mined Metal Production

NDTV Profit

The company's wind power generation for the first quarter of financial year 2026 was 132 MU, an increase of 2% year-on-year, in line with wind velocity and seasonality impact.

Axis Direct released a Sector Update report for Metal and Mining on 18 Nov, 2025.

Metal stocks rally; Lloyds Metals jumps over 6%, Tata Steel up more than 3%

Economic Times | 03 Oct 2025

Metal and Mining

SECTOR | 01 Oct 2025

Metals & Mining: Sector Update

Metal and Mining

IDBI Capital

During Sep-25, Indian steel prices fell 2% MoM to Rs48,500/tonne, while Chinese steel prices declined by 6% MoM to $470/tonne impacted by seasonal demand weakness and changes in export tax regulations that led to front-loading by exporters. Coking coal prices increased 6% MoM to $164/tonne, driven by supplyside disruptions amid the monsoon. In Aug-25, Indian steel production rose by 0.7% MoM to 14.1 mn tonnes. Estimated Chinese steel output declined by 3% MoM to 77 mn tonnes amid government-mandated environmental sanctions and sluggish domestic demand, while global steel production contracted by 3% MoM to 145 mn tonnes. Chinese steel exports decreased by 3% MoM and were flat YoY to 9.5 mn tonnes, as...

Axis Direct released a Sector Update report for Metal and Mining on 18 Nov, 2025.

Metal and Mining

SECTOR | 26 Sep 2025

Market leadership could emerge from BFSI, metals and auto sector, says Sudip Bandyopadhyay

Economic Times

Indian markets are currently volatile. Metals showed some gains due to copper prices. The Reserve Bank of India policy and Q2 results are key triggers. BFSI sector may lead if the policy is favorable. Construction and infrastructure sectors are also promising. Metals have a long-term positive outlook.

Axis Direct released a Sector Update report for Metal and Mining on 18 Nov, 2025.

Metal and Mining

SECTOR | 25 Sep 2025

Hindustan Zinc Eyes 2 Million Tonne Of Metal Production: CEO Arun Misra

NDTV Profit

Arun Misra, CEO of Hindustan Zinc, has outlined the company's ambitious plans to double its production capacity to 2 million tonne in the next few years, driven by growing demand for zinc, lead, and silver.

Axis Direct released a Sector Update report for Metal and Mining on 18 Nov, 2025.

Metal and Mining

SECTOR | 25 Sep 2025

JSW plans Rs 7,000 crore NCDs for AkzoNobel buy

Economic Times

JSW Group plans to raise funds for acquiring AkzoNobel India. The group will issue non-convertible debentures to raise 7,000 crore. JTPM Metal Traders will handle the issuance. The bonds have a tenure of four years and seven months. They offer an IRR of 8.5%. The NCDs are backed by corporate guarantees from JSW Group entities.

Axis Direct released a Sector Update report for Metal and Mining on 18 Nov, 2025.

Metal and Mining

SECTOR | 24 Sep 2025

Autos, IT and Metals: Parag Thakkar's sectoral playbook for investors

Economic Times

Minda Corp's ambitious Vision 2030, projecting substantial revenue and EBITDA growth, has garnered strong endorsement from market expert Parag Thakkar. While expressing caution towards the IT sector due to AI's potential deflationary impact and other headwinds, Thakkar remains constructive on metals, highlighting Hindalco and JSW Steel as promising investments.

Axis Direct released a Sector Update report for Metal and Mining on 18 Nov, 2025.