Value Investing

SEML (Sarda Energy & Minerals) focuses on steel, ferro alloys, and power, offering stable profits with moderate debt. GMDC, a Gujarat government-backed company, excels in lignite mining and power generation. IREL (India) Limited dominates rare earth minerals with high growth potential. Vedanta leads in diversified metals but faces high debt.

Value Investing

India’s energy and resources sector is dominated by ONGC, GAIL, Oil India, and Vedanta. Each represents a different piece of the energy and metals puzzle—upstream exploration, gas distribution, oil production, and multi-commodity mining. In 2025, investors are evaluating dividends, growth strategies, and risks to decide where long-term value lies.