Metals & Mining – Sector Insights & Stock Watch
Group Type: Fund Manager Circles
This group brings together investors, analysts, and market participants focused on India’s dynamic Metals & Mining sector. Engage in informed discussions, share insights, and track key developments across:
Steel – Structural demand, global pricing trends, export-import data, and leading company performance.
Aluminum – Lightweight metals demand from auto, aerospace, and packaging industries.
Copper – Industrial usage, green energy transition, and supply chain outlook.
Coal & Iron Ore – Raw material dynamics, mining operations, and energy-linked movements.
Precious Metals – Gold, silver, and platinum group metals – price drivers, hedging trends, and market sentiment.
Ferro Chrome – Specialty alloy demand, export trends, and production updates.
Stocks in Focus | Macro & Commodity Trends | Earnings & Policy Impacts
Stay ahead with curated insights, community observations, and research updates related to India’s core industries powering infrastructure and manufacturing growth.
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VRIGHT Exchange | Research & Strategy Desk posted an update in the group Metals & Mining – Sector Insights & Stock Watch
4 weeks, 1 day agoVedanta Q2 (YoY)
Aluminium production rises 1% to 6.17 lakh tonnes Vs 6.09 lakh tonnes
Zinc saleable metal drops 6% to 2.46 lakh tonnes Vs 2.62 lakh tonnes
Zinc international production zooms 38% to 60,000 tonnes Vs 44,000 tonnes
Silver production falls 22% to 1.44 lakh tonnes Vs 1.84 lakh tonnesHindustan Zinc Q2 (YoY)
Mined metal production…[Read more]
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Aryan Rana posted an update in the group Metals & Mining – Sector Insights & Stock Watch
3 months agoIMFA Q1 FY26 Earnings Call – Key Highlights from CFO Remarks & Q&A
Date: July 31, 2025
CFO Remarks (Mr. Saunak Gupta)
1. Financial Highlights
Standalone Revenue: ₹641.54 crore (up from ₹567.15 crore in Q4 FY25)EBITDA: ₹125.47 crore (up 78% QoQ from ₹70.52 crore)
PAT: ₹91.48 crore (up from ₹47.07 crore in Q4)
2. Margins
EBITDA margin improv…[Read more] -
Bharadwaj posted an update in the group Metals & Mining – Sector Insights & Stock Watch
3 months, 1 week agoIndian Metals and Ferro Alloys Q1FY26 Financial Results Update
Period: April 1 – June 30, 2025
Date of Release: July 30, 2025Performance Highlights
Positives
Strong Sequential Recovery: Revenue, EBITDA, and PAT all improved sharply vs Q4 FY25, indicating a turnaround in pricing and operations.Improved Realizations: Higher ferrochrome p…[Read more]
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Please check the results–
https://www.bseindia.com/xml-data/corpfiling/AttachLive/2d13acb5-3745-4950-9b6d-af6865d22933.pdflike
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VRIGHT Exchange – Capital Connect posted an update in the group Metals & Mining – Sector Insights & Stock Watch
3 months, 1 week agoIndian Metals and Ferro Alloys Q1FY26 Financial Results Update
Period: April 1 – June 30, 2025
Date of Release: July 30, 2025Performance Highlights
Positives
Strong Sequential Recovery: Revenue, EBITDA, and PAT all improved sharply vs Q4 FY25, indicating a turnaround in pricing and operations.Improved Realizations: Higher ferrochrome p…[Read more]
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Please check the results–
https://www.bseindia.com/xml-data/corpfiling/AttachLive/2d13acb5-3745-4950-9b6d-af6865d22933.pdflike
like
dislike
angry
funny
happy
love
wow
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VRIGHT Exchange – Capital Connect posted an update in the group Metals & Mining – Sector Insights & Stock Watch
3 months, 3 weeks agoIndian Metals and Ferro Alloys Ltd Fund House Roadshow Interactions.
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VRIGHT Exchange – Capital Connect joined the group Metals & Mining – Sector Insights & Stock Watch
3 months, 3 weeks ago -
Ayesha Rana posted an update in the group Metals & Mining – Sector Insights & Stock Watch
3 months, 3 weeks agoIndian Metals and Ferro Alloys Ltd Fund House Road Show
Interactions with MD Subhrakant Panda
9 July 2025Trident,BKC
Participents
HDFC Life
ICICI Prudential AMC
Kotak AMC
SBI Mutual Fund
Axis Capital
Abakkus Asset Management
HDFC Securities
Anand Rathi Wealth
Nuvama -
Ayesha Rana posted an update in the group Metals & Mining – Sector Insights & Stock Watch
3 months, 3 weeks agoIndian Metals and Ferro Alloys Ltd Fund House Road Show
Interactions with MD Subhrakant Panda
9 July 2025Trident,BKC
ParticipentsHDFC Life
ICICI Prudential AMC
Kotak AMC
SBI Mutual Fund
Axis Capital
Abakkus Asset Management
HDFC Securities
Anand Rathi Wealth
Nuvama -
Ayesha Aryan Rana joined the group Metals & Mining – Sector Insights & Stock Watch
3 months, 4 weeks ago -
Aryan Rana posted an update in the group Metals & Mining – Sector Insights & Stock Watch
4 months, 4 weeks agoDear Stakeholders,
We are pleased to share that Indian Metals & Ferro Alloys Ltd (IMFA) has been extensively featured in a comprehensive coverage story by Business India Magazine.
The article highlights IMFA’s strong legacy, integrated operations, strategic expansion plans including the Kalinganagar project, renewable energy transition, and c…[Read more]
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KR Choksey Institutional Research joined the group Metals & Mining – Sector Insights & Stock Watch
5 months ago -
VRIGHT Exchange – CEO’s Desk posted an update in the group Metals & Mining – Sector Insights & Stock Watch
5 months, 1 week agoKey highlights from the IMFA Q4 & FY25 Earnings Call and Q&A Session held on May 23, 2025:
*Management Commentary & Strategic Updates*
-Resilience despite market challenges: IMFA maintained profitability in Q4 FY25 despite weak ferrochrome prices and subdued global demand, by leveraging operational efficiency and an integrated business…[Read more] -
VRIGHT EXCHANGE joined the group Metals & Mining – Sector Insights & Stock Watch
5 months, 2 weeks ago -
Aryan Rana posted an update in the group Metals & Mining – Sector Insights & Stock Watch
5 months, 2 weeks ago

