Amit Dixit on top 3 stock picks in metals; explains why steel cos need to expand capacity
“ JSPN is our top pick in the ferrous space followed by Tata Steel and in non-ferrous our top pick is Hindalco. For the first time in my 20 years’ career in the metal space, I am seeing that companies are adding capacities but without any additional debt. The debt will remain unchanged while EBITDA will go up.”
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