Tata Steel shares in focus after company reports best-ever quarterly deliveries in Q3 – News Air Insight

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Tata Steel shares are set to be in the spotlight on Thursday, January 8, after the company reported its best-ever quarterly crude steel production and deliveries for the third quarter of the fiscal year 2026 (Q3FY26). The steel major recorded crude steel production of 6.34 million tons in Q3, marking a 12% increase both year-on-year and sequentially.

This growth was largely driven by higher output at the company’s Jamshedpur and Kalinganagar facilities.

The robust production figures also translated into Tata Steel India’s highest-ever quarterly deliveries, which crossed the 6 million-ton mark for the first time.

India deliveries rose 9% quarter-on-quarter and 14% year-on-year, buoyed by strong demand in the domestic market. For the nine months ended December 2025 (9MFY26), crude steel production increased by 6% year-on-year to 17.2 million tons, while deliveries rose 6% to 16.3 million tons.

Key segments within Tata Steel India showed strong performance. The Automotive & Special Products vertical achieved a record volume of 0.9 million tons, with 3Q volumes rising 20% YoY, supported by Original Equipment Manufacturers’ (OEMs) approvals for high-tensile grades from the company’s downstream facilities in Kalinganagar and Jamshedpur.


The Branded Products & Retail segment surpassed 2 million tons in deliveries for the first time, registering a 12% YoY growth. This was led by the strength of established brands such as Tata Tiscon, Tata Astrum, and Tata Steelium.

Meanwhile, the Industrial Products & Projects vertical reported volumes of 1.9 million tons, supported by value-accretive engineering segments.The company’s Gross Merchandise Value (GMV) from its e-commerce platforms Tata Steel Aashiyana and DigECA reached Rs 2,380 crore for the quarter, registering a sharp 68% YoY growth.

On the international front, Tata Steel Netherlands produced 1.68 million tons of liquid steel in Q3FY26 and delivered 1.40 million tons. Seasonal trends and subdued market conditions affected quarter-on-quarter delivery figures. Tata Steel UK delivered 0.52 million tons through downstream processing of purchased substrate. Tata Steel Thailand posted a saleable steel production of 0.31 million tons and deliveries of 0.29 million tons, with a 5% YoY growth in deliveries led by strong domestic rebar sales.

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(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)



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