Tata Steel Looks to Shift Focus to New Markets Amid US Tariff Impact

Tata Steel Ltd. is actively seeking to expand its presence in regions like the Middle East and Latin America, as per news reports. This strategic move follows the imposition of tariffs by the US under President Donald Trump, which have affected the company’s exports. CEO T.V. Narendran stated to Bloomberg that “We are looking at other markets where there is a requirement for high-end steel and where we are not impacted by these kinds of tariffs.”

Export Impact and Profit Dependency

Although only 10% of exports from the Netherlands and 5% from the UK are directed to the US, these contribute as much as 20% to Tata Steel’s overall profit. The steel shipped from the Netherlands now incurs a significant 50% duty, while the UK benefits from reduced tariffs due to a separate trade agreement. 

Exports from India are less affected as their volume to the US remains relatively minimal, making the potential impact of a 25% tariff less concerning for the company.

Long-Term Trade Implications and Market Development

Tata Steel’s decision to enter new markets underlines how global firms are adapting their trade models in light of US protectionist policies. The company aims to minimise risk and secure reliable demand by shifting its focus to other regions. 

Narendran noted that “Some of these products require customer approval, so it’s not a switch that can happen overnight,” Narendran said. “Once we develop other markets, it’s not necessary that we may want to go back to the US if the tariffs come down.”

Read More: Tata Steel Q1 FY26 Earnings Results: Reported ₹7,480 Crore EBITDA with Strong Growth in India Operations!

Tata Steel Share Price Performance 

As of August 1, 2025, at 3:14 PM Tata Steel share price is trading at ₹153.16 per share, reflecting a decline of 3.03%. Over the past month, the stock has declined by 4.31%. The stock's 52-week high stands at ₹170.18 per share, while its low is ₹122.62 per share.

Conclusion 

Tata Steel’s move to explore new global markets highlights its long-term strategy to mitigate tariff risks, reduce dependency on the US, and secure consistent demand for its high-end steel products.

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