What we are seeing in Europe is obviously going to benefit the entire metal pack and then that could add value and exports might move up in a few companies. So definitely companies like Hindalco, JSW Steel and Tata Steel look like the biggest beneficiary of this.
Titan’s CV Venkataraman optimistic that Budget will boost consumer spending in urban markets
The customs duty had about 550 crore estimated impact when the announcements came in July and it is by and large played out to that