Tata Steel Share Price Hits Record High; Strong Demand and Expansion Plans Drive Rally

Tata Steel’s share price (NSE: TATASTEEL) touched a new lifetime high of about ₹211 during intraday trading, rising around 1% despite a weak broader market. In comparison, the BSE Sensex was slightly lower at the same time.

Over the past one month, the stock has gained nearly 12%, clearly outperforming both the Sensex and the metal index.

Tata Steel Quarterly Results and Business Trends

In the December 2025 quarter (Q3 FY26), Tata Steel reported consolidated operating income of around ₹57,002 crore, up 6% year-on-year. Steel sales volume also increased by about 6% to roughly 8.2 million tonnes.

EBITDA stood near ₹8,200 crore with margins of 14.4%, slightly lower compared to the previous quarter.

Growth Drivers Ahead

The company expects better performance in Q4 FY26, supported by a safeguard-duty-led steel price recovery and improved realisations in India.

Long-Term Expansion Plans

Tata Steel aims to expand its capacity to about 40 million tonnes per year by 2030. This aligns with India’s broader goal of increasing national crude steel capacity and per-capita steel consumption over the coming years.

About Tata Steel 

Tata Steel Limited is a global steel manufacturer based in Mumbai and part of the Tata Group. Earlier called Tata Iron and Steel Company Limited, it was founded on 26 August 1907 in Jamshedpur and has since grown into one of India’s leading steel producers with an international presence. 

Also Read: Best PSU Stocks in India in February 2026!

Tata Steel Share Price Performance

Tata Steel share price (NSE: TATASTEEL) was trading at ₹207.90 on 19 February at 12:54 pm IST, down ₹1.13 or 0.54% for the day. The stock opened at ₹211.00 and moved between a high of ₹211.39 and a low of ₹207.20 during the session. Its 52-week high stands at ₹211.39, while the 52-week low is ₹125.30. The stock currently offers a dividend yield of 1.73%, with a quarterly dividend of ₹0.90 per share.

Conclusion

Tata Steel’s recent rally reflects improving demand, supportive pricing, and clear expansion plans.

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