S&P BSE BasicMat News and Updates

Name: Latest research reports of JSW Steel Ltd. authored by Prabhudas Lilladhar and published by - Trendlyne research reports.
Item: JSW Steel Ltd.
Rating: 4
Author: Prabhudas Lilladhar

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JSW Steel Ltd.

05 May 2025

995.65

-1.14%

JSW Steel (JSTL IN) Event Update SC judgement...

Accumulate: JSW Steel Ltd.

Target

Prabhudas Lilladhar

insolvency resolution plan for Bhushan Power & Steel (BPSL) terming it illegal on account of multiple procedural and substantive lapses found at various levels of the resolution process, ultimately directing the National Company...

JSW Steel Ltd. is trading below its 50 day SMA of 1004.0

Gravita India Ltd.

05 May 2025

1800.90

-1.57%

Growth supported by volume uptick in aluminum and lead

Buy: Gravita India Ltd.

Target

Motilal Oswal

In 4QFY25, Gravita India (GRAVITA) recorded a strong 20% YoY revenue growth, underpinned by a 13% YoY rise in overall volumes. The aluminum business led the performance with a sharp 73% YoY growth, followed by a 19% increase in lead revenues, whereas the plastic segment witnessed a 16% YoY decline.

Gravita India Ltd. has gained 56.37% in the last 1 Year

The Ramco Cements Ltd.

05 May 2025

1054.80

-1.53%

Price hikes in the South and debt reduction aid recovery

Neutral: The Ramco Cements Ltd.

Target

Motilal Oswal

The Ramco Cements (TRCL) is expected to benefit from the sharp price hikes in the southern region along with a higher pace of consolidation in the region. The average cement price in the South has increased MoM by INR33/bag (~10%) in Apr’25.

The Ramco Cements Ltd. is trading above all available SMAs

Gravita India Ltd.

05 May 2025

1800.90

-1.57%

Another steady quarter

Buy: Gravita India Ltd.

Target

Emkay

GRAV reported a stable quarterly performance, with Q4FY25 EBITDA of Rs1,085mn (+6.1% QoQ; +16.8% YoY). Operating revenue increased 3.5% sequentially to Rs10.5bn, with Lead sales being the key driver of the sequential delta, in line with our estimate of Rs10.2bn.

Gravita India Ltd. has an average target of 2404.00 from 5 brokers.

Coromandel International Ltd.

05 May 2025

2307.10

-3.11%

Strong result; Maintain Buy

Buy: Coromandel International Ltd.

Target

Sharekhan

Q4FY2025 Consolidated revenue of Rs. 4,988 crore (up 27.5%y-o-y) was ahead of our estimates. Revenues increased due to strong volume growth in the fertilizer and the crop protection business.

Coromandel Internati.. has an average target of 2567.50 from 2 brokers.

Rossari Biotech Ltd.

05 May 2025

679.75

-1.24%

Additional capacities to drive top-line

Buy: Rossari Biotech Ltd.

Target

KRChoksey

Revenue came in at INR 5,796 Mn, up 22.6% YoY (+13.0% QoQ), driven by robust demand for the HPPC segment. Q4FY25 revenue came broadly in line with our estimates.

Rossari Biotech Ltd. is trading above its 100 day SMA of 673.3

ACC Ltd.

05 May 2025

1865.50

-2.11%

Excl. one-offs profitability improves sequentially

Buy: ACC Ltd.

Recommendation Target

KRChoksey

ACC reported strong topline performance for Q4FY25, revenue at INR 60,665 Mn, up 12.2% YoY (+14.7% QoQ), which was above our estimates by 16.7%, driven by sharp uptick in volume growth at 14.4% YoY (+11.2% QoQ) and higher premium product mix.

ACC Ltd.'s price crossed below 30Day SMA today

Vedanta Ltd.

04 May 2025

460.50

-1.88%

Vedanta's FY26 Plan: Aggressive debt reduction meets bold capex push

Business Line

It aims to reduce its debt by $0.6 billion in FY26 and deploy $1.5 $1.7 billion in growth capex, banking on strong cash flows and a booming domestic market

Vedanta Ltd. is trading above all available SMAs

Vedanta Ltd.

04 May 2025

460.50

-1.88%

Vedanta trims FY25 interest cost to 9.6%, aims for 9% by FY26: CFO Ajay Goel

Business Line

Goel says refinancing is a regular activity for an operating company, and it is important to consider leverage and net debt

Vedanta Ltd. has an average target of 522.75 from 5 brokers.

Vedanta mulls listing Zambian copper business in US

Business Line | 04 May 2025

NMDC Steel Ltd.

04 May 2025

39.87

-2.57%

NMDC posts record 15% rise in iron ore production in April, sales grow 3%

Business Standard

State-owned NMDC has reported a 15 per cent rise in its iron ore production and 3 per cent growth in sales of the mineral in April. In a statement on Sunday, NMDC said it produced 4 million tonnes (MnT) iron ore in April, higher from 3.48 MnT in same month last year. NMDC sold 3.63 MnT iron ore last month, up from 3.53 MnT in April 2024. NMDC CMD Amitava Mukherjee said, "Our record-breaking April performance, coupled with best-ever despatch figures from our major iron ore mines -- Kirandul, Bacheli, and Donimalai -- with a growth of 12 per cent, 4 per cent and 88 per cent, respectively over CPLY solidifies our leadership position and sets a strong foundation for achieving our ambitious target of becoming 100 MT mining company by 2030." The company's pellet production soared to an all-time high of 0.23 lakh tonnes, surpassing the previous April record set in 2018. Under the Ministry of Mines, NMDC is India's largest iron ore producing entity. Meanwhile, NMDC Steel Limited (NSL), a

NMDC Steel Ltd. has lost -33.10% in the last 1 Year

Is S&P BSE BasicMat worth buying?

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Buy 100.0%