Metal and Mining share price target and research reports

Latest analyst research reports with target prices and PDF download for SECMETAL, Metal and Mining

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Metal and Mining

SECTOR | 06 Jun 2025

Ferrous and Non-ferrous Metals: Sector Update

Metal and Mining

IDBI Capital

During May-25, Indian steel prices declined 2.1% MoM to Rs51,400/tonne, while Chinese steel prices remained unchanged at $455/tonne. Coking coal prices fell by 2.0% MoM to $148/tonne, amid muted global demand. In Apr-25, Indian steel production declined by 6.5% MoM to 12.9 mn tonnes. Estimated Chinese steel output dropped 7.3% MoM to 86 mn tonnes, while global steel production contracted by 6.3% MoM to 156 mn tonnes. Chinese steel exports remained flat MoM but increased 13.4% YoY to 10.5mn tonnes, as global buyers showed resistance to higher prices offered by Chinese producers. Additionally, the recent...

Metal and Mining

SECTOR | 04 Jun 2025

Top Conviction Ideas - Metals & Mining

Metal and Mining

Axis Direct

Top Conviction Ideas - Hindalco, APL Apollo Tubes, NALCO.

Metal and Mining

SECTOR | 07 May 2025

Metals & Mining: Sector Update

Metal and Mining

IDBI Capital

Metal and Mining

SECTOR | 23 Apr 2025

Metals & Mining Sector Update Safeguarding Indian Steel...

Metal and Mining

Prabhudas Lilladhar

As per our import parity prices calculation, FTA countries can supply material if domestic prices improve beyond Rs53,000/t, limiting price rise. The worsening of US-China trade relations has increased the risk of global demand and economic slowdown over the past month. Metal prices, a proxy for global economic activity, have been under pressure over the last few weeks, in addition to commodity-specific demand-supply issues. China being a major consumer of commodities, further weakness in the economy (which has already been soft over the last few years) can add to the ongoing...

Metal and Mining

SECTOR | 08 Apr 2025

Metals & Mining Jan-Mar'25 Earnings Preview Global undercurrents,...

Metal and Mining

Prabhudas Lilladhar

domestic steel companies is expected to improve ~1% QoQ in Q4FY25 as flat imports and create a floor for Indian steel pricing. Heightened global uncertainties kept the exports markets under pressure. In contrast long product prices declined by 1% due to lower-than-expected infrastructure activities. Due to employee strike at NMDC mines, domestic iron ore prices stayed elevated however coking coal further softened 9% QoQ during Q4FY25. Initial announcements of US tariffs and rationalization of Chinese steel capacities had led to increase in steel prices across regions. However,...

Metal and Mining

SECTOR | 07 Apr 2025

Q4FY25 Earnings Preview - Metals and Mining

Metal and Mining

Axis Direct

Top picks are: We lean towards domestic-focused companies and prefer APL Apollo Tubes and Coal India as Top Picks. We also like Hindalco, but recommend a Buy on Dips' approach amidst the volatile macro environment due to the impact of reciprocal tariffs.