Steel Capacity Expansion & EAF Supply Chain

9 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

TATASTEEL

Tata Steel Limited

Metals & Mining
annual report · 2026

G Blast Furnace and downstream modernisation projects —. including upgrades at the Hot Strip Mill (HSM), Cold Rolling. Mill (CRM), and Thin Slab Casting and Rolling (TSCR) — have. strengthened process capabilities and enabled production ernisation projects —. including upgrades at the Hot Strip Mill (HSM), Cold Rolling. Mill (CRM), and Thin Slab Casting and Rolling (TSCR) — have.

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.

SAMBHV

Sambhv Steel Tubes Limited

Metals & Mining
annual report · 2026

Installed capacity: 100,000 MTPA. ƒHRAP coils are manufactured through. the continuous annealing and pickling. processes, resulting in improved. surface cleanliness, enhanced corrosion istance properties. Installed capacity: 100,000 MTPA. ƒHRAP coils are manufactured through. the continuous annealing and pickling. processes, resulting in improved. surface cleanliness, enhanced corrosion.

JINDALSTEL

JINDAL STEEL LIMITED

Metals & Mining
annual report · 2026

Galvanised coils optimised for. roofing applications. GAutomotive grades tailored for. commercial vehicle applications. Z-purlins and Rockhard 500 grade. plates. Quenched and tempered plates. alongside S960Q grade steel ls optimised for. roofing applications. GAutomotive grades tailored for. commercial vehicle applications. Z-purlins and Rockhard 500 grade. plates. Quenched and tempered plates.

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.

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