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Unite Technologies Financial

16th Jun 2025 · SEBI-Registered Analyst

Breaking Down Steel :- What Every Investor Must Know!

Not All Steel Is Equal – Here’s What You Need to Know. 1. Flat Steel -> Sheets , Coils, Plates ( Automobile, Appliances , Shipbuilding) 2. Long Steel -> Rods, Bars, Structural Sections ( Construction, Railways , Infrastructure) 3. Semi - Finished Steel -> Billets, Slabs, Blooms ( Used to Make Flat/ Long Steel ) Key Difference :- Flat Steel = More Value added -> Higher Margin Long Steel = Volume Based -> Used Heavily in Infra ( Low Margin ,High Volume Business ) Specialty Steel ( High Margin ) Alloy Steel -> Mixed With Nickel, Chromium and Vanadium, Used in Aircraft , Tools, Defense Stainless Steel -> Mixed with Chromium (>10.5%) , Used in Utensils , Pharma and Hospital. Electrical Steel -> High Magnetic Properties -> Motors, Transformer Tool Steel -> High Strength & hardness , Cutting / Drilling Tools. Specialty Steel has higher margins and is focus area under PLI scheme.

JSWSTEEL
is Leading Manufacturer and Seller of IRON and STEEL PRODUCTS. Value Added Market Share is 50%. Talking About Consumer Verticals -> 37% Retail , 33% Construction and Infra , 18% Industrial and 12% Auto Having Maximum Capacity in Plant of BHUSHAN POWER AND STEEL with 79.7% Production and 20.3 in USA Ohio Domestic Tailwinds :- Auto Sector Revival :-> Passenger & CV Sales Rising , Impact +ve as Flat steel Used in Chassis and Body Panel. White Goods Demand ( AC, Fridge, Washing Machine ) -> Urban Recovery and PLI Push , Impact +ve , Higher CRC(COLD ROLLED COILS) Steel Usage. Railways & Metro Infra Expansion -> Coaches , Wagons use Flat plates & Coil , Strong Demand Visibility ( Impact +ve ) Import Duty Protection ( Safeguards ) -> Anti Dumping Duties on Chinese , Impact +Ve Support for Indian Mills Pricing Power. Steel may look solid on the surface, but its impact runs deep — from building our cities to driving our economy. I hope this helped, share with your trader circle, and follow for More stock-level insight. Drop Comment if you have any Queries .

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