BSECompany Update7 Oct 2026 · 7 Oct 2026, 09:52 pm

Press Release titled ''Tata Steel: 2QFY2027 Production and Delivery Volumes (Provisional)

Tata Steel Ltd · 500470

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Tata Steel Ltd announced its 2QFY2027 production and delivery volumes, with crude steel production up 8% QoQ and 10% YoY, driven by higher output at Jamshedpur and Kalinganagar facilities. Deliveries were up 15% QoQ and 7% YoY, supported by enriched product mix and stable demand across market segments.

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Earnings Impact8/10
Growth Catalyst6/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk3/10
Liquidity Impact9/10
Market Sentiment8/10

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Tata Steel Ltd - 500470 - Announcement under Regulation 30 (LODR)-Press Release / Media Release

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Ref.: SEC/1181/2026-27 October 7, 2026 The Secretary, Listing Department The Manager, Listing Department BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza, 5th Floor, Plot No. C/1 Dalal Street G Block, Bandra-Kurla Complex, Bandra (E) Mumbai - 400 001. Mumbai - 400 051. Maharashtra, India. Maharashtra, India. Scrip Code: 500470 Symbol: TATASTEEL Dear Madam, Sirs, Sub: Press Release Please find enclosed the press release titled ‘Tata Steel: 2QFY2027 Production and Delivery Volumes (Provisional)’. This disclosure is being made in compliance with Regulation 30 read with Regulation 51 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended. This is for your information and records. Thanking you. Yours faithfully, Tata Steel Limited Parvatheesam Kanchinadham Company Secretary and Chief Legal Officer Encl.: As above NEWS RELEASE Tata Steel: 2QFY2027 Production and Delivery Volumes (Provisional) Mumbai, October 07, 2026 All Figures are in million tons 2QFY27 1QFY27 2QFY26 1HFY27 1HFY26 Items (Provisional) (Actual) (Actual) (Provisional) (Actual) Production volume1: Tata Steel India2 6.21 5.76 5.64 11.97 10.87 Tata Steel Netherlands 1.52 1.55 1.67 3.07 3.37 Tata Steel Thailand 0.32 0.33 0.36 0.65 0.69 Delivery volumes3: Tata Steel India 5.97 5.17 5.55 11.14 10.30 Tata Steel Netherlands 1.30 1.40 1.54 2.70 3.04 Tata Steel UK 0.38 0.48 0.57 0.86 1.17 Tata Steel Thailand 0.31 0.33 0.36 0.65 0.69 Notes: 1. Production Numbers: India - Crude Steel Production; Netherlands - Liquid Steel Production; Tata Steel Thailand - Saleable Steel Production. 2. India includes Tata Steel Standalone and Neelachal Ispat Nigam Ltd on proforma basis. 3. Deliveries are prior intercompany eliminations. ▪ In 2QFY27, Tata Steel India crude steel production was 6.21 million tons. Crude steel production was up 8% QoQ and 10% YoY, primarily driven by higher output at Jamshedpur and Kalinganagar facilities. On half year basis, production rose 10% YoY to 11.97 million tons. ▪ Tata Steel India deliveries for the quarter stood at 5.97 million tons. Deliveries were up 15% QoQ and 7% YoY, supported by enriched product mix and stable demand across market segments despite the seasonal rains. On half year basis, deliveries rose 8% YoY to 11.14 million tons. ▪ Key highlights of domestic deliveries for the quarter: o ‘Automotive & Special Products’ vertical achieved ‘best-ever 2Q’ volumes of ~1.1 million tons. Volumes grew 9% QoQ and 19% YoY, driven by the ramp-up of Continuous Annealing and Galvanising lines at Kalinganagar and Combi mill at Jamshedpur. o ‘Branded Products & Retail’ vertical achieved ‘best-ever quarterly’ volumes of ~2.2 million tons, supported by strong performance of well-established brands and continued market penetration. Tata Tiscon achieved ‘best- ever quarterly’ volumes and grew 7% QoQ while Tata Kosh, our galvanised brand, grew 25% QoQ. o ‘Construction & Solutions’ vertical achieved volumes of ~0.6 million tons, with ready-to-use solutions registering growth of 32% YoY. ‘Engineering and Packaging’ vertical achieved volumes of ~0.4 million tons, up 12% QoQ driven by higher sales to Oil & Gas. o Our downstream sales including Cold rolled, Galvanised, Tubes, Tinplate, Wires and Colors continued to grow. Colors achieved ‘best-ever quarterly’ volumes, up 34% QoQ. o Gross Merchandise Value from our e-commerce platforms, Tata Steel Aashiyana and DigECA, was Rs 2,860 crores for the quarter, up 30% QoQ. ▪ Tata Steel Netherlands liquid steel production in 2QFY27 was ~1.52 million tons and deliveries were ~1.30 million tons. The Direct Sheet Plant restarted in Aug’26 and is operating at rated capacity under the agreed framework with local regulatory authorities. On half year basis, production was 3.07 mn tons and deliveries were 2.70 mn tons. ▪ Tata Steel UK is serving its customers via downstream processing of purchased substrate. Deliveries for the quarter were 0.38 million tons, impacted by inventory buildup in the UK supply chain ahead of the implementation of new safeguard measures on 01st July 2026. Separately, we have fully ramped up production at Llanwern pickle line. ▪ Tata Steel Thailand saleable steel production was 0.32 million tons and deliveries stood at 0.31 million tons for the quarter. Deliveries were marginally lower QoQ, primarily due to heavy rains in the month of September 2026. Registered Office Bombay House 24 Homi Mody Street Fort Mumbai 400 001 India Tel 91 22 6665 8282 Fax 91 22 66657724 Corporate Identity Number L27100MH1907PLC000260 Website www.tatasteel.com NEWS RELEASE Disclaimer Statements in this press release describing the Company’s performance may be “forward-looking statements” within the meaning of applicable securities laws and regulations. Actual results may differ materially from those directly or indirectly expressed, inferred or implied. Important factors that could make a difference to the Company’s operations include, among others, economic conditions affecting demand/ supply and price conditions in the domestic and overseas markets in which the Company operates, changes in or due to the environment, Government regulations, laws, statutes, judicial pronouncements and/ or other incidental factors. For queries and information Sarvesh Kumar, Chief Corporate Communications, Tata Steel, sarvesh.kumar@tatasteel.com About Tata Steel • Tata Steel group is among the top global steel companies with an annual crude steel capacity of 36 million tonnes per annum. • It is one of the world's most geographically diversified steel producers, with operations and commercial presence across the world. • The group recorded a consolidated turnover of around US$26 billion in the financial year ending March 31, 2026. • Tata Steel Limited, together with its subsidiaries, associates, and joint ventures, is spread across five continents with an employee base of over 77,000. • Tata Steel has announced its major sustainability objectives including Net Zero by 2045. • The Company has been on a multi-year digital-enabled business transformation journey intending to be the leader in ‘Digital Steel making’. The Company has received the World Economic Forum’s Global Lighthouse recognition for its Jamshedpur, Kalinganagar, and IJmuiden Plants. 78% of our steel comes from these global lighthouses. Tata Steel has also been recognised with the ‘Digital Enterprise of India – Steel’ Award 2024 by Economic Times CIO. • The Company has been recognised with the World Economic Forum’s Global Diversity Equity & Inclusion Lighthouse 2023 and is the world’s largest SA8000 Certified organisation in terms of workforce coverage. • The Company has been a part of the DJSI Emerging Markets Index since 2012 and has been consistently ranked among the top 10 steel companies in the DJSI Corporate Sustainability Assessment since 2016. • Tata Steel’s Jamshedpur Plant is India’s first site to receive ResponsibleSteelTM Certification. Subsequently, its Kalinganagar and Meramandali plants have also received the certification. In India, Tata Steel now has more than 90% of its steel production from ResponsibleSteelTM certified sites. • Received Prime Minister’s Trophy for the best performing integrated steel plant for 2016-17, 2026 Steel Sustainability Champion recognition from worldsteel for nine years in a row, CDP 2024 ‘Supplier Engagement Assessment’ Leader, Top performer in Iron and Steel sector in Dun & Bradstreet's India's top 500 companies 2022, Ranked as the 2024 most valuable Mining and Metals brand in India by Brand Finance, ‘Most Ethical Company’ award 2021 from Ethisphere Institute, and CII Sports Business Award 2025 for 'The Legacy of Excellence in Sports Patronage'. • Received the Legal Team of the Year - Manufacturing at the 15th Annual Legal Era Indian Legal Awards 2025-26, 2023 Global ERM (Enterprise Risk Management) Award of Distinction at the RIMS ERM Conference 2023, [Showing first 8,000 characters — download PDF for full document]