Steel Capacity Expansion & EAF Supply Chain

6 companies Updated 24 Jun 2026

NSE-listed steelmakers expanding crude steel production capacity alongside graphite electrode and induction furnace suppliers — covering India's path from 164 MT consumption to the 300 MT national target.

Sectors represented: Metals & Mining, Capital Goods

Companies with exposure to steel capacity expansion & eaf supply chain

VSSL

Vardhman Special Steels Limited

Metals & Mining
investor presentation · 2026

Increased from 25-. 70 MM in 2012 to. 16-120 MM. ▪Size : 14.66to 78. mm (Peeled), 18. to 55.25 mm. (Drawn). Bright Bars rview. 03. Wide Range of Rolled & Bright Bar Products. Hot Rolled Bars. ▪Diameter Size :. Increased from 25-. 70 MM in 2012 to. 16-120 MM. ▪Size : 14.66to 78. mm (Peeled), 18. to 55.25 mm. (Drawn). Bright Bars. Diverse Applications of Our Products. Axle Gears.

SHYAMMETL

Shyam Metalics and Energy Limited

Metals & Mining
annual report · 2026

Our colour-coated line is running at 70%. utilisation and ramping steadily. muria, Phase 2 of our Cold Rolling Mill. complex was commissioned in April 2026. across a 55-acre facility, fully operational. Our colour-coated line is running at 70%. utilisation and ramping steadily. Our. stainless steel wire operations have scaled. from 10,000 to 20,000 tonnes during the.

TATASTEEL

Tata Steel Limited

Metals & Mining
investor presentation · 2026

Emissions – Upon commissioning the EAF, emission. intensity to be ~0.4 tCO. 2e. per ton of crude steel capacity. Funding – Project cost is £1.25 billion with £500 million. funding from the UK Government. Emissions – Upon commissioning the EAF, emission. intensity to be ~0.4 tCO. 2e. per ton of crude steel. 3QFY26 Results. Presentation.

MEGATHERM

Megatherm Induction Limited

Capital Goods
investor presentation · 2024

Export Data of Major Castings (Mn USD). 8.44. 9.41. 7.72. 7.91. 8.62. 9.83. 1.23. 1.31. 1.22. 1.1. 1.26. 1.46. 0.050.050.050.050.050.05. 1.03. 1.21. 1.14. 0.91. 1.05. 1.24. 1.3. 1.4. 1.36. 1.34. 1.46. 1.58. FY18FY19FY20FY21FY22FY23. Production Of Casting In India (Million M.T). Grey C.ISG IronMalleableSteelNon Ferrous. 19 46. 0.050.050.050.050.050.05. 1.03. 1.21. 1.14. 0.91. 1.05. 1.24. 1.3. 1.4.

HEG

HEG Limited

Capital Goods
investor presentation · 2026

By imposing a carbon tax on imports of steel, it incentivizes lower emission steel production. or export, which is only possible through electric arc furnace. ed CBAM, is a key structural. change. By imposing a carbon tax on imports of steel, it incentivizes lower emission steel production. or export, which is only possible through electric arc furnace.

GRAPHITE

Graphite India Limited

Capital Goods
investor presentation · 2023

Q3CY2023SteelProduction. (1). ▪AspertheWorldSteelAssociation(WSA)globalcrudesteelproductionwas460.5MtinQ3CY2023,anincreaseof2.0%y-o-yandadecrease. of4.4%onq-o-qbasis.GlobalcrudesteelproductionexcludingChinaincreasedby1.1%ony-o-yanddecreasedby3.3%q-o-qbasis. ▪ChinacrudesteelproductionforQ3CY2023was259.3Mt,representinganincreaseof2.8%y-o-yandadeclineof5.3%onq-o-qbasis.

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