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Steel: Do Valuations factor in "Coalgate"?

Sep 27, 2012

This article discusses the high PE steel stocks and whether these warrant such high multiples.

Steel: Major types and uses

Sep 17, 2010

Equitymaster examines the major types of products made by steel makers and end users in terms of sectors.

The tables have turned in the steel industry

Aug 25, 2010

Equitymaster examines how the tables have turned in the steel industry where the emerging nations dominate the developed countries.

Steel: 3QFY09 review

Feb 9, 2009

The BSE Sensex is down by more than 50% since the start of the year 2008, while the BSE metal index is down by around 75%. The investors, on account of economic recession in the US ...

Steel: No going slow on investment

Jan 1, 2009

The BSE Sensex is down by more than 50% since the start of the year 2008, while the BSE metal index is down by more than 70%. Steel industry is an important component of the metal index.

Steel: Five-force analysis

Dec 29, 2008

The situation in the domestic industry was no exception. In fact, it enjoyed a double digit growth rate backed by a robust growing economy.

Steel: Sales up but margins contract

Nov 11, 2008

The BSE Sensex is down by nearly 50% since the start of the year 2008, while the BSE metal index is down by around 72%. The investors, on account of fears of economic recession in the US and European markets and the expected slow down in the domestic markets have made a rather hasty retreat from the steel pack.

Tata Steel: Taking cues from dividend yield

Nov 10, 2008

Backed by 101 glorious years of experience in steel making, Tata Steel is world's 6th and India's largest private sector steel company with a capacity of 30 m tonnes. It is among the lowest cost producers of steel in the world. It is world's second most geographically diversified steel producer, with operations in 26 countries and commercial presence in over 50 countries.

Metals: Public over private

Oct 20, 2008

Its amazing how things change. Not until long back, metals stocks were the front-runners for investors’ money but now have emerged as among the least favourites. Situation in the Indian stock markets is no different. The sector stocks have been in a free fall on the back of fears of global economic recession.

Indian steel industry: Key stats

Sep 15, 2008

In last article, we have seen the key stats of the Chinese steel industry, let us see the same for India, which has emerged among the top five steel producing and consuming countries over the last few years, backed by strong growth in its economy.

Steel: The China factor

Sep 12, 2008

In last article, we saw key stats of the global steel market, let us see the same for China, which has emerged as the highest steel producing and consuming country backed by robust growth in its fixed assets investments over the years.

Global steel industry: Key stats

Sep 11, 2008

The steel industry has been witnessing robust growth in both domestic as well as international markets. In this article, let us have a look at how has the steel industry performed globally in 2007.

Tata Steel's latest annual report: A peek

Sep 1, 2008

Tata Steel, worlds sixth largest and Asia's first private sector steel maker recently came out with its FY08 annual report. In this article, let us go through some of the important information therein.

SAIL's latest annual report: A peek

Aug 28, 2008

India's largest public sector steel maker recently came out with its FY08 annual report. In this article, let us go through some of the important information therein.

Steel: Who's performed better?

Aug 25, 2008

In last few articles, we have discussed the performance of P&L accounts and balance sheet of Tata Steel and SAIL . In this article, let us see how have the stock prices of these companies moved between the period 2003 and 2008 (till date) and compare them with each other in terms of returns.

Tata Steel: Acquisition was the theme

Jul 7, 2008

In the last article, we saw the balance sheet analysis of Tata steel between the period 1999 and 2003. Now let us see the period between 2003 and 2007, where among other things, Tata steel became 6th largest steel producer in the world by acquiring Corus. This period was a remarkable period for Tata steel as it celebrated its 100th year of existence and acquired lot of companies internationally as well as domestically.

Tata Steel: Grace in adversity

Jul 3, 2008

In the last two articles on Tata steel, we tracked the movement in the company's P&L statements in two periods viz. 1999 to 2003 (down turn of cycle) and 2003 to 2007 (upturn of cycle).

SAIL: Increasing shareholder value

Jun 24, 2008

In last article, we saw the balance sheet analysis of SAIL between the period 1999 and 2003. Now let us see the period between 2003 and 2007, which resulted in a turnaround of fortunes of a lot of steel companies, SAIL included and how the latter’s balance sheet was strengthened.

SAIL: Efficiency to the rescue

Jun 23, 2008

In the last two articles on SAIL, we saw the performance of profit and loss a/c of SAIL in two periods viz. 1999 to 2003 (down turn of cycle) and 2003 to 2007 (upturn of cycle). Now let us have a look at the balance sheet of the company and how has it changed between the period 1999 and 2003.

The iron ore irony

Jun 19, 2008

Iron ore is the key raw material ingredient required in manufacturing of steel. It is an important element, which has significant impact on the price dynamics of steel. India is fourth largest producer of iron ore in the world.


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