The Ore Deal

Coal India Limited (CIL) is a public sector undertaking under the Ministry of Coal, Government of India. It is the world's largest coal producer, accounting for about 15% of global coal production. CIL produces over 80% of India's coal and has eight subsidiaries and one associate company. It operates over 800 coal mines in India, spread across six states. Value Based Metric Ratio Analysis for Coal India Ltd Bloomberg

NMDC Limited, formerly National Mineral Development Corporation, is an Indian public sector undertaking involved in the exploration of iron ore, copper, rock phosphate, limestone, dolomite, gypsum, bentonite, magnesite, diamond, tin, tungsten, graphite, coal etc. It is India's largest iron ore producer and exporter, producing more than 35 million tonnes of iron ore from three mechanized mines in Chhattisgarh and Karnataka. It also operates the only mechanized diamond mine in the country at Panna in Madhya Pradesh.   Analysis of value-based metrics for NMDC NMDC's value-based metrics have been consistently strong in recent years. In the financial year 2022-23, NMDC reported an EVA of ₹1,964 crore, an ROA of 15.2%, an ROE of 22.4%, and an MVA of ₹20,650 crore. These metrics are all above industry averages, which suggests that NMDC is creating significant value for its shareholders. NMDC's cost per tonne of ore mined has also been declining in recent years, while its average s...

Adani Enterprises Limited (AEL) is the flagship company of the Adani Group, one of India's largest business organisations. AEL is a diversified business conglomerate with interests in infrastructure, mining, energy, logistics, and agribusiness. Economic Value Added (EVA) is a financial metric measuring the difference between a company's net operating profit after taxes and its capital charge. A positive EVA signals value creation for shareholders, as seen in a company with an EVA of 1854.57, indicating financial health and earning more than the cost of capital. A high EVA can stem from factors like a strong competitive advantage, experienced management, industry growth, low cost structure, and a robust balance sheet. In terms of Return on Investment (ROI), Adani Enterprise achieved an impressive 1023.65% ROI from April 1, 2018, to March 31, 2023, reflecting over 10 times the initial investment. This exceptional ROI results from factors such as robust earnings growth, expanding ...

                  GMDC is India's largest lignite mining company, accounting for over 60% of the country's total lignite production. Lignite is a low-grade coal that is used to generate electricity. GMDC's lignite production capacity is expected to increase to 100 million tonnes per annum by 2025. GMDC is a vertically integrated company, meaning that it is involved in all aspects of the lignite mining business, from exploration and extraction to processing and transportation. This gives the company a significant competitive advantage. GMDC is expanding into new businesses, such as renewable energy and mineral processing. The company has set a target of generating 10 gigawatts of renewable energy by 2030. GMDC is also developing a mineral processing plant to produce high-value minerals from lignite ash. GMDC has been performing well financially in recent years. The company's revenue and profitability have both increased steadily. GMD...

SAIL is India's largest steel producer, accounting for over 20% of the country's total steel production. It is also one of the largest steelmakers in the world, with a crude steel production capacity of over 23million tonnes per annum.SAIL has five integrated steel plants, three special steel plants, and a number of ferro-alloy plants.The company's products include hot rolled coils, cold rolled coils, plates, sheets, structurals, rails, and pig iron. SAIL's customers include a wide range of industries, including automotive, construction, engineering,and infrastructure.The companies products are also exported to over 60 countries around the world.SAIL is a major contributor to the Indian economy. It employs over 1.5 lakh people and generates direct and indirect employment for over 5 million people. Interpretation SAIL's profitability has been increasing steadily over time, with its RONA increasing from 8.79% in 2019 to 15.70% in 2023. This is a very positive sign...

The metal and mining industry is one of the most important sectors in the global economy. It is responsible for extracting and processing the raw materials that are used to manufacture everything from cars and airplanes to buildings and bridges. The industry is also a major employer, providing jobs for millions of people around the world. Indian Metal and Mining Industry The Indian metal and mining industry is one of the largest in the world. India is a major producer of minerals such as iron ore, coal, bauxite, and manganese. The industry also plays a vital role in the Indian economy, contributing around 10% to the country's GDP. Companies in Focus 👀 This blog will focus on five of the largest and most important metal and mining companies in India: National Mineral Development Corporation (NMDC) : NMDC is India's largest producer of iron ore. It is also a major producer of manganese ore and limestone. Coal India: Coal India is India's largest co...