Summary

After a long hiatus, the steel sector in India is in a uptrend thanks to a global supply squeeze and trade restrictions, simmering domestic demand, and healthy spreads. Additional spur comes from resolution of distressed assets, amounting to almost a fifth of the country’s crude steel capacity.

But there are also question marks on sustenance of domestic demand growth, the evolving competition landscape after NCLT resolution, the fate of smaller players, the impact of trade barriers and China’s steel policy.

In this context, CRISIL is conducting a webinar that will shed light on a host of aspects, including:

• Global demand-supply trends and trade dynamics
  
• Domestic demand growth
  
• Perspective on pricing growth
  
• Evolving competitive landscape amid the ongoing NCLT resolution and its impact on capex cycle
  
• View on profitability and analysis of steel sub-segments to assess business viability
  
• Credit perspective on the domestic steel market
  

There will be a presentation by CRISIL, followed by a panel discussion with senior leaders from the Steel sector and a Q&A session.