Kotak Equities upgraded JSW Steel after the results, even as it cautioned that margins could soften in the September quarter because of seasonal weakness and elevated coking coal costs.
Metal stocks are back in focus after a sharp correction, and this discussion breaks down where the best opportunities may be emerging in India’s ferrous and non-ferrous space. The analysis highlights Hindalco as an attractive non-ferrous pick after recent weakness, while Vedanta Aluminium remains worth tracking despite stretched valuations because of encouraging Q1 volume growth. On the ferrous side, JSW Steel stands out after strong numbers, capacity expansion plans, supportive Q2 guidance and better margin visibility in value-added flat steel products. The conversation also compares Tata Steel’s volume performance, domestic steel price trends, safeguard duty impact, input cost control and the risk of lower realizations in longs and billets. If you follow Indian metal stocks, commodity cycles, steel shares, aluminium demand or stock market sector rotation, this video offers a concise analytical view on the key companies and triggers investors should watch next in 2026 market conditions and beyond closely.
Welcome to Business Today TV! In this episode of "What's Hot," host Sakshi Batra and market expert Avinash Gorakshakar, Founder, Avinash Mentor Research decode the D-Street's nervous start. As geopolitical tensions push crude oil past $90, the Nifty faces heavy pressure from private sector banks. We dive deep into the Q1 earnings season, analyzing mixed results from heavyweights like Reliance Industries, HDFC Bank, ICICI Bank, Axis Bank, and Kotak Mahindra. Discover how the RBI-backed FCNR deposit window is helping Indian banks attract billions in NRI dollars to strengthen their balance sheets. Plus, get expert stock-specific strategies and long-term outlooks for underperforming IT giants, the resilient pharma sector, booming hospital stocks, and key metal players like JSW Steel. Tune in now for actionable market insights!
These projects are expected to generate about 3.57 lakh jobs across sectors such as renewable energy, manufacturing, electronics, food processing, cement, logistics, industrial parks and textiles
SBI, the largest PSU lender, is in focus today as the initial public offer (IPO) by arm SBI Funds Management will open for public subscription on Tuesday, July 14.
JSW Group Director Parth Jindal on Friday announced the commissioning of what he described as the largest Vacuum Tank Degasser and the most modern slab caster in North America
Kotak suggested 'Add' on Jindal Steel Ltd and JSW Steel Ltd, citing better risk-reward in non-integrated steel producers. Kotak said there is a seasonal blip in steel prices and a further downside looks limited.
Stocks like Reliance Industries, YES Bank, Nestle India, Dr Reddys Labs, Power Grid, RBL Bank, Ipca Labs, HPCL, demerged Vedanta entities and more will be in the spotlight on Monday, June 15.
Antique said Tata Steel has undertaken several cost optimization initiatives that would aid in Ebitda growth, which would be partially offset by higher coking coal costs.
The ongoing energy security challenge has brought alternative sources like nuclear power to the forefront of industrial demand. Following the landmark SHANTI Act opening the sector to private players, momentum for nuclear energy deployment is rising. At the event Business Today India’s Most Sustainable Companies 2026, a session titled "Nuclear to Green Hydrogen: The Alternatives" will evaluate this shift. Top leaders Santosh Singh, Chief Sustainability Officer, Larsen & Toubro; Prabodha Acharya, Chief Sustainability Officer, JSW Group; Rajiv Mangal, VP–Safety, Health & Sustainability, Tata Steel; and Karthik Ganesan, Fellow & Director, Council on Energy, Environment & Water will decode regulatory landscapes, investment, and tech readiness.
Indian metals and mining companies posted a broad-based improvement in 4QFY26, driven by stronger realisations, volume growth and operating efficiencies, according to Systematix Institutional Equities.




