'Jindal Steel delivered a presentation that addresses the steel demand supply cycle.

Considering CY26 demand outlook, India continues to lead while China’s exports are at a record as production continue to outpace demand. China’s domestic demand remains weak; exports stay elevated, keeping prices subdued.

Crude steel/finished steel production grew 2%/0.6% on a QoQ basis. Flat steel/Long steel production was up 0.7%/0.4% during the same period. Long steel consumption increased by 2.7% while Flat steel consumption declined 6.5% QoQ. Exports increased 30% QoQ, led by an 81% increase in HRC. Share of flat steel in total exports remained stable sequentially at 72%. Italy, UK Belgium, Spain and Nepal were the top 5 destinations accounting for 47% of total exports. India turned net exporter of steel in Q3FY26 after six quarters.

Imports declined 36% QoQ, driven by a sharp 34% decrease in flat steel imports. Imports from FTA countries/China declined 33%/32% driving the tot...

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  (19-Mar-2026)

  Indian Steel Sector to have a steady growth in FY26-27

  Steady growth is anticipated amid 6.4-7.3% GDP projections, with production outpacing consumption under China's above 50% global dominance and domestic oversupply
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  (18-Mar-2026)

  India’s Cement Sector Enters a Multi-Decade Growth Supercycle Driven by Infrastructure and Urban Expansion

  Strong infrastructure push, housing demand, and low per capita consumption position India’s cement sector for sustained, GDP-outpacing growth fueled by urbanization and rising investments.
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  (17-Mar-2026)

  NALCO sees Indian aluminium demand growing at 6.3-7.2% CAGR through 2030

  Robust Indian demand at 6.3-7.2% CAGR through 2030 outpaces global GDP steadiness (~3.1-3.3%), with supply deficits evident in FY24-FY26 production-consumption gaps.
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  (16-Mar-2026)

  These three NIFTY50 counters have given impressive returns in last one-month despite around 9% drop in headline index