### **Overview** Tata Steel Limited, one of the world’s most geographically diversified and leading integrated steel producers, continues to strengthen its global footprint and position as a leader in sustainable, high-value steel manufacturing. With operations spanning India, Europe, and Southeast Asia, and a crude steel capacity of 34 million tonnes per annum (MTPA), the company is driving transformation through innovation, digitalization, and decarbonization. As of 2025, Tata Steel is on track to meet its long-term goal of scaling to 40 MTPA in India by 2030, leveraging organic expansion, strategic acquisitions, and modern manufacturing technologies. --- ### **Strategic Growth & Capacity Expansion** #### **India – Integrated Growth Hub** - Tata Steel is aggressively expanding its Indian operations, targeting **26.6 MTPA by 2025** and **40 MTPA by 2030**, through a mix of blast furnace (BF) and electric arc furnace (EAF) technologies. - The **Kalinganagar expansion** is a key growth engine, with a 5 MTPA capacity addition, including: - A **2.2 MTPA Cold Rolling Mill (CRM)** complex. - A **6 MTPA pellet plant** for cost efficiency and raw material self-sufficiency. - Commissioning of **Pickling Lines, Continuous Annealing Line (CAL), and Galvanizing Lines** enabling high-end automotive and engineering steel production. - The **Neelachal Ispat Nigam Limited (NINL)** acquisition (1 MTPA) is now fully integrated and being developed into a future hub for long products, with expansion plans to 5–10 MTPA. - A new **EAF of 0.75–1 MTPA** is under development in Ludhiana, leveraging regional scrap availability for sustainable, low-carbon steelmaking. #### **Retail & Branded Products Momentum** - The **Branded & Retail vertical** sold ~7 million tonnes in FY2024–25, driven by strong demand for: - **Tata Tiscon rebar** (2.4 million tonnes, 19% YoY growth). - **Tata Astrum (HR)** and **Tata Steelium (CR)** (combined 3.8 million tonnes). - Tata Tiscon has grown from 6,000 TPA to **200,000 TPA**, achieving ₹10,000 crores in annual sales, with a 14% market share (constrained by supply). - Acquisition of **Usha Martin (Tata Steel Gamharia)** and the **Combi Mill** project (0.5 MTPA) will enhance specialty bar and wire supply. - Plans are underway to replicate the Ludhiana EAF model in other scrap-rich clusters to boost domestic supply. --- ### **Product Innovation & Market Leadership** #### **Automotive Segment** - Record FY2025 sales in **high-end automotive steel**, driven by: - Commissioning of **TSK II CAL line** for **Advanced High-Strength Steel (AHSS)** and **Ultra-High-Strength Steel (UHSS)**. - JCAPCPL JV (Tata Steel Downstream Products Ltd) supplying **DP780 grade steel** for automotive lightweighting. - Localized **CP780 automotive grade**, previously imported. - 47 service centers across major automotive hubs enabling **just-in-time (JIT) delivery**. - Key milestones: - First Indian **X65H steel** for 100% hydrogen transport (100 bar pressure). - Supply of **STK 500 and STK 540** grades for Mumbai-Ahmedabad Bullet Train. - 80% supply share in bullet train wire components. #### **Industrial & Engineering Growth** - Industrial Products & Projects: More than **fourfold sales growth in solar-related applications**. - Entered **boiler, commercial shipbuilding**, and **EV components** markets. - Supplied to key infrastructure: - **2,500 MT** – Patna Airport - **1,750 MT** – Imphal Airport - **1,100 MT** – Bangalore Metro & Amazon Data Centre - **Ganga Path Launching Girder**, **Pune Metro** - Launched **"PFS"** offsite construction solution for faster building. --- ### **Tubes & Wires Division – Strong Market Traction** - Tubes Division sales: **17,000 MT in FY2024–25**. - Launched new consumer-focused products: - **Ezyfit door frames, high-aspect ratio (HAR) tubes, handrails**. - Production scale: **3,000 MT/month**, with strong market adoption. - **Large Diameter Pipes (LDP)**: Secured consistent three-month order backlog. - New **100 KTPA-HF4 mill** in Jamshedpur via **Direct Forming Technology (DFT)**, improving efficiency and customization. - Exports growing: **6% YoY growth** in Construction, Infrastructure & Industrial Projects segment. - **TSN Wires (60% subsidiary of SIW, Thailand)** is market leader in galvanized wires (47% share). --- ### **Digital & AI Transformation** Tata Steel is a recognized Industry 4.0 leader, with three WEF Lighthouse plants. Digital initiatives include: - **588+ AI models** developed (2020–2025), with ~75% focused on manufacturing excellence. - **11.2 petabytes** of curated operational data enabling a “single version of truth” across operations. - **Cloud-native "Mother IT" architecture** standardizing global business processes. - **Nexus, Compass, DigECA, and Aashiyana** platforms: - **Aashiyana**: Digital platform for homebuilders, serving **100,000+ users**, GMV > ₹3,500 crores, 37% YoY growth (9MFY25). - **Compass**: Real-time supply chain visibility (OTIF tracking). - **DigECA**: B2B digital marketplace for MSMEs. - Generative AI, AR/VR, and **Industrial 5G pilots** for smart manufacturing. --- ### **Sustainability & Decarbonization Strategy** #### **India** - Transitioning to lower-carbon steel via: - Increasing EAF share. - **Coal Bed Methane (CBM)** trial injection into BF – world’s first. - **HIsarna** smelting technology under evaluation for scale-up. - R&D in **green hydrogen, CCU, and DRI** integration. - **Lime sludge recycling** and **high-MgO pellets** reduce CO₂ footprint. - **Slag-based products** (Tata Aggreto, Dhurvi Gold) monetize waste. #### **Europe (UK & Netherlands)** - Committed to transition to **low-CO₂ EAF-based steelmaking by FY2027–28**. - Secured **£500 million funding from the UK government** for Port Talbot EAF project. - Planning approved for **green steel plant at Port Talbot**; construction begins July 2025. - In the **Netherlands**: - Liquid steel production near capacity (6.75 MTPA), deliveries up 17%. - In advanced talks with Dutch government for **decarbonization funding**. - **Zeremis®** low-carbon steel brand (up to 100% CO₂ reduction). - Collaboration with **Ford**, **Hardt Hyperloop**, **Wuppermann**, and others on green steel adoption. --- ### **New Materials & Diversification** Tata Steel is reducing reliance on steel cyclicality through: #### **New Materials Business (NMB)** - **Composites**: Market leader in FRP infrastructure – supply of seating systems and interiors for **Vande Bharat Express**. - **Graphene (WONDRA®)**: 100 TPA plant; products in thermoplastics, elastomers, and filtration. - **Medical Materials**: ISO 13485-certified **hydroxyapatite production**, scaling to 2,000 TPA. - Established **India’s first Graphene Innovation Centre** (Kochi, with Government of India). #### **Services & Solutions** - **Tata Pravesh** (steel doors/windows): 14 ASCs, 470+ dealers. - **Nest-In**: Modular construction leader; launched **Nestudio** (luxury prefabs), **QR authentication**, and **AR-enabled solutions**. - **PFS (Prefabricated Foundation System)**: Accelerates building. --- ### **Raw Material Security** - Secured **~500–600 million tonnes of iron ore** beyond 2030 via: - NINL, Bhushan, Usha Martin, Gandhalpada lease. - **100% captive iron ore** for cost stability; ~15–25% captive coking coal. - West Bokaro mine: **~3 MTPA coking coal**, unlocking reserves through community relocation. - **TSMC (Canada)**: High-grade ore operations in Quebec; key for European low-carbon steel. --- ### **Global Synergy & Supply Chain** - **Collaboration with Tata International West Asia (TIWA)** for global steel trading and scrap procurement. - **TSGP (TS Global Procurement)** manages raw material supply across group entities. - **Green Supply Chain**: 60% rail, 40% road; coastal and digital logistics optimization. - Exports: 89 countries; growing in EU and Africa. --- ### **Innovation & R&D** - 10+ years of R&D investment (₹1,600+ crore over five years). - **Industry-firsts**: - **Ready-to-Paint (RTP)** coating (eliminates 7-tank pre-treatment). - **ER100S-G MIG electrodes** (import substitution). - **3D printing wire feedstock** (≥500 MPa tensile strength). - **UK R&D**: Formability assessment for can lid tools, hydrogen coating research. - Partnerships with **Swansea, Warwick, IIT Madras, TU Delft**, and startups. - Filed **154+ patents**, granted **307+**, including for **Protact®**, **HIsarna**, and **MagiZinc®**. ---