Tata Steel Q1: Production, Shutdowns & India Update
Tata Steel Q1FY26: Production Flat, Deliveries Dip Amid Maintenance Shutdowns
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Tata steel reported flat crude steel production for the quarter ended June 30, 2025, while delivery volumes experienced a decline. The company’s India operations produced 5.26 million tons of crude steel,mirroring the output from the same period last year. Tho, total delivery volumes fell nearly 4% year-on-year to 4.75 million tons, compared to 4.94 million tons in Q1FY25.
Impact of Maintenance & Operational Updates
The decrease in finished goods production and subsequent delivery impact stemmed from planned maintenance shutdowns. These included the relining of the G Blast Furnace in Jamshedpur and temporary halts at Neelachal Ispat Nigam Limited (NINL). Operations at NINL have now resumed, and the G Blast Furnace relining is expected to be completed in July 2025.
Globally, Tata steel Netherlands maintained production volume at 1.70 million tons year-on-year, while Tata Steel Thailand saw a 6% increase, reaching 0.33 million tons. Dutch arm delivery volumes edged up 2% YoY to 1.50 million tons. however,Tata Steel UK’s delivery volumes decreased by 12% to 0.60 million tons, with the company currently fulfilling customer orders through downstream processing of purchased substrate.
Key Domestic Delivery Highlights
Despite the overall dip, Tata Steel showcased strength in specific domestic segments:
Automotive & Special Products: Deliveries reached 0.77 million tons, boosted by a 4% year-on-year growth in high-end products. The company has secured approvals for ultra-high strength steel from its new continuous annealing facility in Kalinganagar, positioning it alongside global leaders in lightweighting and advanced mobility solutions.
Branded Products & Retail: this segment contributed 1.46 million tons to deliveries, with Tata Tiscon accounting for 0.48 million tons and Tata astrum & Tata Steelium combined reaching 0.81 million tons. industrial Products & Projects: Deliveries totaled 1.6 million tons, driven by value-added segments like Engineering and Ready-to-use solutions. Engineering experienced a 5% year-on-year growth due to increased volumes in the Oil & Gas and Railways sectors. SmartF@B, the company’s ready-to-use solutions, saw a substantial 66% year-on-year increase.
UK Transition & Future Projects
Work on the Electric Arc furnace (EAF) project in Port Talbot, UK, is progressing, with construction slated to begin this month. This project represents a significant step towards decarbonizing Tata Steel’s UK operations.
Market Reaction & Disclaimer
The updates were released after market hours, and Tata Steel shares closed at Rs 161.90 on the NSE, down 0.31% today.
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