Tata Steel India Q2 Output Rises 8% to 6.21M Tons
Tata Steel India produced 6.21 million tons of crude steel in the second quarter of fiscal 2026/27, up 8% quarter over quarter and 10% year over year, while deliveries increased 15% from the previous quarter to 5.97 million tons.
- India crude steel production: 6.21 million tons in Q2FY27, up 8% QoQ and 10% YoY.
- India deliveries: 5.97 million tons, up 15% QoQ and 7% YoY.
- First-half India output: 11.97 million tons, up 10% year over year.
- First-half India deliveries: 11.14 million tons, up 8% year over year.
- Automotive & Special Products: Record second-quarter deliveries of about 1.1 million tons.
- Europe: Netherlands deliveries totaled 1.30 million tons, while UK deliveries declined to 0.38 million tons.
Tata Steel's Q2 operating data show a clear geographic split. India delivered stronger production and sales volumes as Jamshedpur and Kalinganagar output increased and higher-value automotive, branded and downstream products reached record levels. European volumes moved in the opposite direction, with Netherlands deliveries lower and UK deliveries affected by pre-July trade-measure inventory buildup. The mix matters: Tata Steel reports crude steel production in India, liquid steel in the Netherlands and saleable steel in Thailand, so those production figures should not be treated as identical measures when comparing regions.
Tata Steel reported provisional production and delivery volumes for the second quarter of fiscal 2026/27 on October 7, 2026.
Crude steel production at Tata Steel India reached 6.21 million tons, increasing 8% from the previous quarter and 10% year over year.
Tata Steel attributed the higher output primarily to increased production at its Jamshedpur and Kalinganagar operations.
India deliveries totaled 5.97 million tons, up 15% quarter over quarter and 7% year over year.
The company said the increase was supported by an improved product mix and stable demand across market segments despite seasonal rainfall.
India First-Half Steel Production Reaches 11.97 Million Tons
Tata Steel India's crude steel production totaled 11.97 million tons in the first half of FY2026/27, up 10% year over year from 10.87 million tons.
First-half deliveries rose 8% year over year to 11.14 million tons, compared with 10.30 million tons in the corresponding period of the previous fiscal year.
| Measure | Q2FY27 | Q1FY27 | Q2FY26 |
|---|---|---|---|
| Crude steel production | 6.21M t | 5.76M t | 5.64M t |
| Deliveries | 5.97M t | 5.17M t | 5.55M t |
The stronger first-half volumes come as India continues to expand its steel industry. SteelPrices has previously reported that the country's long-term strategy targets substantially higher domestic capacity: India Targets 600 Million Tonnes of Steel Capacity by 2047 .
Automotive Steel Deliveries Hit Record Q2 Level
Tata Steel's Automotive & Special Products business achieved its highest-ever second-quarter volume at approximately 1.1 million tons.
Deliveries increased 9% quarter over quarter and 19% year over year.
Tata Steel attributed the increase to the ramp-up of the continuous annealing and galvanizing lines at Kalinganagar and the combined rolling mill at Jamshedpur.
The Jamshedpur operation has also undergone other downstream and rolling upgrades. SteelPrices previously reported on the modernisation of Tata Steel's CSP plant: Tata Steel and SMS Group Complete Jamshedpur CSP Upgrade .
Branded and Retail Steel Deliveries Reach Quarterly Record
Tata Steel's Branded Products & Retail segment recorded its highest-ever quarterly deliveries at approximately 2.2 million tons.
Tata Tiscon achieved a quarterly record and increased volumes by 7% from Q1.
Tata Kosh, the company's galvanized steel brand, increased volumes by 25% quarter over quarter.
| India Segment | Q2 Volume | Reported Change |
|---|---|---|
| Automotive & Special Products | ~1.1M t | +9% QoQ; +19% YoY |
| Branded Products & Retail | ~2.2M t | Best-ever quarterly volume |
| Construction & Solutions | ~0.6M t | Ready-to-use solutions +32% YoY |
| Engineering & Packaging | ~0.4M t | +12% QoQ |
Downstream Steel Products Continue to Grow
Tata Steel said sales across several downstream categories continued to expand during the quarter, including cold-rolled steel, galvanized products, tubes, tinplate and wire.
Its Colors business, which includes color-coated products, achieved its highest-ever quarterly volume, with deliveries increasing 34% quarter over quarter.
Engineering & Packaging volumes increased 12% from the previous quarter to approximately 0.4 million tons, supported by higher sales to the oil and gas sector.
Tata Steel also reported gross merchandise value of Rs 2,860 crore across its Tata Steel Aashiyana and DigECA e-commerce platforms, up 30% quarter over quarter.
Netherlands Liquid Steel Output Holds at 1.52 Million Tons
Tata Steel Netherlands produced approximately 1.52 million tons of liquid steel during Q2FY27 and recorded deliveries of approximately 1.30 million tons.
That compares with 1.55 million tons of production and 1.40 million tons of deliveries in the first quarter.
On a first-half basis, Netherlands liquid steel production totaled 3.07 million tons, while deliveries reached 2.70 million tons.
The Direct Sheet Plant, which had been shut earlier in 2026, restarted in August and was operating at rated capacity under the framework agreed with local regulatory authorities, Tata Steel said.
UK Deliveries Fall to 380,000 Tons
Tata Steel UK recorded second-quarter deliveries of 0.38 million tons, down from 0.48 million tons in the first quarter.
Tata Steel said deliveries were affected by inventory buildup across the UK steel supply chain ahead of the implementation of the country's new steel trade measure on July 1, 2026.
The UK government replaced the previous steel safeguard with a new tariff-rate quota system from July 1. Overall tariff-free import quotas were reduced substantially, while steel imported above the applicable quotas became subject to a 50% tariff.
Tata Steel also said production at the Llanwern pickling line had been fully ramped up.
Tata Steel is separately progressing its transition to electric arc furnace steelmaking at Port Talbot. See SteelPrices' latest project coverage: Tata Steel Seeks Further UK Support for Port Talbot EAF Project .
Thailand Deliveries Edge Lower During Heavy September Rains
Tata Steel Thailand produced 0.32 million tons of saleable steel during the second quarter.
Deliveries totaled 0.31 million tons, compared with 0.33 million tons in the first quarter.
Tata Steel attributed the modest sequential decline primarily to heavy rainfall in September.
| Operation | Production | Deliveries | Production Basis |
|---|---|---|---|
| India | 6.21M t | 5.97M t | Crude steel |
| Netherlands | 1.52M t | 1.30M t | Liquid steel |
| UK | — | 0.38M t | Downstream processing of purchased substrate |
| Thailand | 0.32M t | 0.31M t | Saleable steel |
What Do Tata Steel's Q2 Results Show?
The provisional operating data show Tata Steel's Indian business increasing both crude steel production and deliveries during the quarter, with several downstream and value-added product segments reaching record volumes.
The company's European operations showed a different pattern. Netherlands output remained relatively stable sequentially but deliveries declined, while UK deliveries were lower amid supply-chain inventory effects linked to the July trade-policy change.
Thailand volumes also moved slightly lower during the quarter, with Tata Steel citing September rainfall as the primary reason for softer deliveries.
Tata Steel's Q2 figures are provisional operating volumes and do not by themselves establish changes in revenue, margins or profitability. Those measures require the company's financial results.
Primary source: Tata Steel — 2QFY2027 Production and Delivery Volumes
UK trade-measure verification: UK Government.
Courtesy: SteelRadar
