Sagar Sahu

Sagar Sahu covers metals and auto sectors at Jefferies India. He has almost a decade of experience in the financial industry and has worked with CLSA and Goldman Sach in the past. He holds a degree in Electrical Engineering from IIT Madras and a Post Graduate Diploma in Management from IIM Ahmedabad.

Industrials

What I am Known For

• Sagar Sahu has covered the Indian metals and auto sector for 8 years.
• High conviction recommendations with meaningful proportion of non-consensus calls.
• A focus on business cycles to catch inflexion points, and on corporate strategy to find long-term winners.

How I am Different

• Detailed report on India metals & mining.
• Detailed report on India metals & mining.Initiated coverage on Jindal Stainless in May-25.
• Maintained a very positive view on Tata Steel in last 1 year

Corporate & Strategic Access

• India Access Day for Jindal Stainless

Autos & Auto Parts

What I am Known For

• Sagar Sahu has covered the Indian metals and auto sector for 8 years.
• High conviction recommendations with meaningful proportion of non-consensus calls.
• A focus on business cycles to catch inflexion points, and on corporate strategy to find long-term winners.

How I am Different

• Thematics reports on semiconductors, artificial intelligence (AI) and rare earth metals.
• Catching the cycle early in both directions
• Consitency in frameworks for cyclical businesses such as autos
• Positive stance on TVS, Eicher and Mahindra in the last 1 year.
• Initiated coverage on Belrise Industries in Jul-25.

Corporate & Strategic Access

• Manufacturing facility visits to Maruti, Mahindra and Hero Motocorp
• Two tours on semiconductor and AI in India
• Calls with dealer association, FADA
• Calls on rare earth magnets, OSAT, Apple supply chain in India