Narendran, however, said the tariff would affect other sectors such as textiles and gems and jewellery.
Tata Steel shares have plunged more than 4 percent in the past five days, but gained nearly 12 percent in the past six months.
Stocks to Watch, 19 August: Stocks like BlueStone Jewellery, Aditya Infotech, Vedanta, Hindustan Zinc, Marine Electricals, All Time Plastics, Engineers India, GNG Electronics, Seamec, and Goldiam International will be in focus on August 19.
Prabhudas Lilladher recommended Accumulate rating on Tata Steel with a target price of Rs 177 in its research report dated August 01, 2025.
Tata Steel shares gained 2 percent on August 4 after the company posted a strong jump in quarterly profit, supported by higher steel realisations and government safeguards on imports. Analysts expect further volume growth, especially in India
The 24,400–24,350 zone is expected to act as an immediate support for Nifty. A sustained break below this could further accelerate the downside. On the flip side, the 50-day EMA zone of 24,900–24,950 now stands as a crucial hurdle, and any meaningful recovery would need to clear this zone with conviction, said Sudeep Shah of SBI Securities.
Despite Trump’s 25% tariffs, Tata Steel’s India operations remain resilient. Global uncertainties are beginning to weigh on markets. In today’s newsletter find: a summary of analysts’ views on global competitiveness and what Indian investors should watch out for. Meanwhile, New Delhi fast tracks trade talks with other partners even as our data story reveals that one third of India exports to the US are already shielded.
The restructuring is expected to contribute an estimated Euro 180 million toward Tata Steel Nederland's targetted cost savings of Euro 500 million by FY26.
The Tata group firm exports no steel from its Indian operations to the United States, and the company expects any secondary impact- from exporter-manufacturers using its steel, to be limited, MD and CEO TV Narendran told Moneycontrol
Stocks to Watch, 31 July: Stocks like Tata Steel, Aurobindo Pharma, Gujarat Gas, Navin Fluorine International, Hitachi Energy, Sagility India, InterGlobe Aviation, Mahindra and Mahindra, Brigade Hotel Ventures, and Jio Financial Services will be in focus on July 31.
The Tata Group firm's consolidated revenue decreased by 3 percent to Rs 53,178 crore. Despite lower volumes and revenues, price support from safeguard duty and cost trims helped improve profitability
Q1 Results 2025: IndiGo net profit falls 21% to Rs 2,161 crore
The project, which has a total capital expenditure of GBP 1.25 billion, will result in the replacement of coal-fired blast furnaces to scrap-based electric arc furnaces.
Stocks to Watch, 9 July: Stocks like Gujarat Pipavav Port, 5paisa Capital, Tata Steel, Tata Motors, Synergy Green Industries, Puravankara, Dixon Technologies, Zee Entertainment Enterprises, Ola Electric Mobility, Bajel Projects, Computer Age Management Services , and India Shelter Finance Corporation will be in focus on July 9.
Stocks to Watch, 7 July: Stocks like IndusInd Bank, Bank of India, Godrej Consumer Products, Dabur India, Senco Gold, Rail Vikas Nigam, Hazoor Multi Projects, BEML, Mahindra Lifespace Developers, Shilpa Medicare, and Tata Steel will be in focus on July 7.
Metal stocks: Analysts noted that China's external demand remained weak on the wake of US tariffs, which in turn impacted business optimism in the country.
Nifty Metal index extended gains for the sixth consecutive session, rallying nearly 7% during the period.
The move aimed to shield domestic producers will help companies such as JSW Steel and Tata Steel bag better realisations and witness margin expansion to the tune of Rs 2,000 a tonne in Q1, analysts have said
Nifty Metal index rose nearly 1 percent during the day and has gained around 4 percent over the last five sessions.
Stocks to Watch, 26 June: Stocks like One Mobikwik Systems, Western Carriers India, PB Fintech, Texmaco Rail and Engineering, Om Infra, JSW Energy, and SMS Pharmaceuticals will be in focus on June 26.
Narendran said 95 per cent of sales of the company take place domestically on Indian currency. Hence, the overall impact on the company would not be much for the time being but if the conflict lasts long, then its impact will be felt globally including Tata Steel.
Both Nifty Realty and Nifty Metal indices have now extended losses for the third consecutive session, and are currently among the top sectoral losers on the stock market.
At a time when global growth has been wobbly, India has emerged as a bright spot, especially in consumption of steel, Secretary Poundrik said. The domestic consumption - at a per capita of 104 kilogram - is expected to rise significantly to Rs 155-160 kg by 2030, he said.