Metal Sector

Metal stocks rally as US-Iran talk hopes lift sentiment; Hind Copper up 6%

Buying in the metal sector came amid an overall positive market amid optimism around progress in US-Iran negotiations, which helped ease geopolitical tensions and lift global investor sentiment

Metal stocks gain up to 4% defying weak market; Q4 outlook remains strong

Buying in the sector came despite a setback in overall market sentiment, as tensions in West Asia resurfaced just a day after the United States and Iran agreed to a temporary two-week ceasefire

Steel, aluminium stocks slide amid reports of Trump's 25% tariff plan

The Nifty Metal index fell over 3 per cent to hit an intraday low of 11,052.55, dragged by Hindustan Copper, Hindustan Zinc, APL Apollo Tubes, Tata Steel, SAIL, Adani Enterprises, and Jindal Steel

Automotive metal forming market to reach $95 billion by FY30: Report

India's automotive metal forming market is expected to grow at a compound annual growth rate (CAGR) of 12 per cent to reach USD 90-95-billion by FY30, driven by cost competitiveness, engineering talent and supplier ecosystem, a report said. The industry has crossed a critical threshold in recent years, surpassing USD 80 billion in size in FY25 and transitioning from being a net importer to become a net exporter, according a report by investment bank Avendus Capital. The report highlights a structural shift in global automotive supply chains that is driving value concentration toward process-led manufacturing segments, particularly metal forming. The industry, which involves key manufacturing processes such as casting, forming, stamping and machining, has achieved exports of around USD 23 billion in the financial year ended March 2025. This reflects not just scale expansion, but a structural upgrade in manufacturing complexity, quality standards, and global integration, the report .

Nifty Metal gains 3%; Tata Steel, JSW, LloydsME jump up to 7%: Here's why

Excluding National Aluminium, 14 of 15 index constituents rose on Friday, with Lloyds Metals & Energy, Tata Steel, JSW Steel, Jindal Steel, and APL Apollo Tubes gaining over 3 per cent each

Metal & commodity-linked spaces to benefit from AI capex: Bajaj Finserv AMC

The growth of AI relies heavily on physical infrastructure alongside software, which will drive demand in power, metal, semiconductor segments.

FIIs pull ₹33,336 cr in Jan 2026, dump defensives, buy metals: PL Capital

Heavy selling in defensive and consumption-related industries like FMCG, healthcare, and consumer services drove the January outflows

Vedanta share tanks 8% amid profit booking; Q3, demerger keep bulls hopeful

The stock fell to an intraday low of ₹702.40 per share before paring some losses. Around 11 AM, Vedanta was trading 6.93 per cent lower at ₹713, underperforming the broader market.

Hindustan Copper zooms 18%; stock hits new life-time high after 16 years

Thus far in the month of January 2026, the stock price of Hindustan Copper has surged 53 per cent, as compared to a near 4 per cent decline in the BSE Sensex.

Jindal, Tata Steel rally up to 4%, near record highs; JSW Steel at new high

Motilal Oswal Financial upgrades Tata Steel from Neutral to BUY with a target price of ₹210 per share, while InCred Equities upgraded SAIL's rating to ADD from REDUCE, with a target price of ₹158.

Rising and shining: Global uncertainty is pushing precious metal prices

One factor driving prices is currency-market volatility. A weaker USD, in particular, is often the trigger for bull runs - international prices of both metals are USD-denominated

YES Sec initiates coverage on Nalco with 'Add', sees 16% upside: Check TP

Nalco share price today: YES Securities values the company at 6x H1FY28E EV/Ebitda and arrives at a target price of ₹247

JM Financial bets on Tata Steel, Hindalco, Jindal Steel ahead of Q2 show

Despite the soft quarter, JM Financial continues to highlight Tata Steel, JSPL, and Hindalco as top picks in the metals space.

Motilal Oswal recommends 'buy' on MCX Copper, set target at ₹915

Motilal Oswal Wealth Management recommends buying in the range of ₹882 - ₹880, with a stop-loss below ₹855 on a closing basis

Hindustan Zinc to invest ₹12,000 crore to double refined metal capacity

Board approves expansion of metal and silver capacity to over 2,000 KTPA and 1,500 tonnes respectively, with new smelter and mines to be built over the next 36 months

Largecap segment shines in Q4 amid broad sectoral divergence: Equirus Sec

Of the 270 companies analysed, largecaps saw a 6 per cent Y-o-Y earnings rise, midcaps gained 2 per cent, while smallcaps slumped 16 per cent.

Why are metal stocks falling? Lloyds Metals, SAIL, HZL, Nalco dip up to 18%

Of the 15 stocks in the Nifty Metal Index, five stocks, including Hindustan Copper, Nalco, Hindalco, JSL, and NMDC, hit fresh 52-week lows

Indian metal firms eye domestic growth, remain resilient to US tariffs

Indian metal companies are gearing up for significant expansions in the current fiscal, focusing on growing domestic demand, notwithstanding global trade headwinds. While the United States has announced certain tariffs on metals, companies like Vedanta, JSW Steel, Hindustan Zinc, and NALCO are also betting on India's strong demand, the global race for critical minerals, and strategic geographic diversification to drive growth, analysts said. Domestic steel demand is forecast to grow by 10 per cent annually over the next few years. Similarly, aluminium demand is expected to grow at a CAGR of 7.2 per cent till 2030. Industry experts predict India's aluminium demand will double every five years, supported by the Indian government's allocation of Rs 11.21 lakh crore for infrastructure development in the 2025-26 budget. As other countries face higher tariffs, companies may look to diversify production into India, creating a positive spillover effect on domestic demand. Companies like ..

US tariffs not priced in yet; Nifty may hit 26,000 by March 2026: Emkay

Emkay analysts believe a possible US recession from tariffs could reduce Nifty's FY26 earnings by 3 per cent, potentially derating the index to 21,500 in the near-term.

China planning to add cobalt, copper in boost to state metal reserves

Cobalt, copper, nickel and lithium are among the metals the government plans to purchase, according to people familiar with the discussion