KEC International Ltd. Share Price

Draft National Steel Policy 2047 Overview

India has rolled out a draft National Steel Policy targeting a near-threefold expansion of crude steelmaking capacity to 604 million tonnes by 2047, up from approximately 220 million tonnes currently. Driven by sustained economic expansion and rising demand in infrastructure, housing, transportation, renewable energy, and emerging manufacturing, per capita steel consumption is projected to grow from 116 kg to 302 kg. The policy shifts the sector's focus from capacity expansion to value creation, technology indigenization, and export growth—aiming to reach 45 million tonnes of annual steel exports over the next two decades. To align with India's net-zero roadmap, the Ministry of Steel plans to reduce carbon emission intensity from 2.54 tCO₂/tcs to 1.54 tCO₂/tcs by accelerating scrap utilization, hydrogen-based direct reduced iron, biochar adoption, coal gasification, and carbon capture technologies. To optimize industrial logistics, PM Gati Shakti will be leveraged to map raw material locations against key steel consumption centers. Under this framework, rail transport shares for iron ore and finished steel will rise to 49% and 62% respectively, while slurry pipeline capacity is projected to surpass 299 million tonnes annually by 2047. The draft framework also places strong emphasis on curbing sub-standard steel imports, expanding high-value steel production, modernizing MSME steel units, and deploying AI and automation across operations. To secure critical raw materials and technology, India is leveraging MoUs with key international partners—including Russia, Japan, South Korea, Brazil, and Indonesia—to pursue long-term offtake deals, foreign mining asset acquisitions, beneficiation facilities, and strategic joint ventures.

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Pralhad Joshi Inaugurates Windergy India 2026 in Chennai

India is accelerating its renewable energy transition by building a robust domestic wind ecosystem to achieve 100 GW of installed capacity by 2030. Speaking at the eighth edition of Windergy India 2026 in Chennai—which hosted over 400 global exhibitors and 500 international delegates—Union Minister for New and Renewable Energy Pralhad Joshi highlighted the sector's rapid momentum. Installed capacity reached 59.20 GW as of September 30, 2026, supported by a record 6.05 GW added in FY2025–26, with annual additions expected to expand further in FY2026–27. The platform served as an anchor for cross-border collaboration, featuring country pavilions from Denmark, Germany, and Spain while fostering technical exchanges to elevate India as a global manufacturing and export center for wind technology. Regional progress and regulatory streamlining played a prominent role in the proceedings. Tamil Nadu Energy Resources and Law Minister C.T.R. Nirmal Kumar detailed state-level initiatives, including the active implementation of its repowering policy to modernize older turbines. State governments were acknowledged for resolving Right-of-Way issues and speeding up land allocations, alongside key international strategic pacts—including the IWTMA-BWE Global MoU, IWTMA-PTB LoI, and IWTMA-OECD partnerships. The event also featured the release of targeted industry whitepapers—Energy Transition in Tamil Nadu and Reimagining Contractual Mechanism for Indian Wind Sector—outlining policy frameworks to drive continuous innovation, structural reform, and value chain modernization.

KEC INTERNATIONAL: EYES ₹2,000 CRORE DATA CENTRE ORDERS

KEC International is attracting attention after securing major orders worth around ₹2,000 crore in the data centre segment, highlighting the growing opportunities in India's digital infrastructure space. With increasing demand for cloud computing, AI, data storage and digital services, data centres are becoming an important growth engine for the Indian economy. The company's expansion plans could further strengthen its presence in this high-potential segment. A strong order pipeline can improve revenue visibility and support future business growth, provided the company executes projects efficiently and maintains healthy profit margins. **Market Outlook:** The latest order wins are a positive development for KEC International's long-term growth story. Investors should track new order inflows, execution progress, debt levels and margin performance to assess whether this momentum translates into sustainable earnings growth. Overall, the data centre opportunity could become an additional growth driver for the company alongside its existing infrastructure and transmission businesses. 📈

KEC International falls 2% despite Rs 1,014 crore orders

KEC International Limited shares fell 2% to Rs 362.45 despite new orders worth Rs 1,014 crore. Support is at Rs 348 and resistance at Rs 390. KEC International Limited [

KEC International wins ₹1,014 crore orders