Arjun Badola

Refractories: proxy to steel demand

Here is analysis of a sector which is facing tailwinds, has crucial application, and is proxy to steel demand that is Refractories!

The blog covers the following:

  1. What are refractories?
  2. Industry structure
  3. Steel Demand Outlook
  4. P2P analysis of RHI and IFGL
  5. Risks & Valuation

Blog Link

Hope you guys enjoy it! Do provide me your feedback via Twitter. :)