Steel Dynamics Q1 net income jumps to $403 million Nuvama downgrades Jindal Steel to Reduce Rebar and input costs remain on radar High speed steel market seen growing at 3.33% CAGR
India’s metal sector is heading into Q4FY26 with stronger momentum as rising steel prices and healthy seasonal demand improve the outlook for ferrous companies. Better realisations, firmer volumes, and a recovery in domestic steel prices are expected to support revenue and EBITDA growth for major steelmakers and tube producers.
The ferrous segment appears better placed this quarter, with improving demand trends from construction and infrastructure offering additional support. At the same time, higher coking coal and freight costs may keep margin expansion in check for some players.
The non-ferrous segment, however, looks more mixed. Aluminium companies could see sequential improvement from firmer metal prices, but year-on-year performance may remain under pressure due to company-specific challenges, hedging effects, and softer alumina trends.The bigger takeaway is clear: steel is leading the Q4 recovery story, while non-ferrous companies may continue to deliver an uneven earnings performance. For the broader metal sector, pricing power, volume growth, and cost control will remain the key themes to watch.
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