Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

Jefferies on Hindalco
Hold, TP Rs 380
Ball Corp., Novelis’ largest customer, has lowered its 5-yr vol CAGR outlook for North America from 4-6%+ to 2-4%, & for South America from 5-8%+ to 4-7%
Slowing can demand & falling aluminum prices are hurting co’s outlook

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Disclaimer: This is a Fan Site in Rakesh Jhunjhunwala's name. Rakesh Jhunjhunwala is not associated with us and is in no way aware, accountable or responsible for what is stated here. Further, nothing here constiutes investment advice for you to act on. Also, we have a vested interest, and are extremely biased, in everything that we say. So Mind It!