JSW Steel Corporate Presentation
Mar-22
Apr-22
May-22
Jun-22
Jul-22
Aug-22
Sep-22
Oct-22
Nov-22
Dec-22
Jan-23
Feb-23
QoQ Trend
Indian Steel
Production and Consumption (mt)
Q1 FY23 ■ Q4 FY23
■Q1 FY24
34.04 33.63
+8.4%
YoY
+10.2%
YoY
32.76
31.03
30.30
27.50
Steel Imports (mt)
Finished Semis
Crude Steel Production
Apparent Steel Consumption
Q1 FY23
Q4 FY23
Q1 FY24
Q1 FY23
Q4 FY23
Q1 FY24
Apparent Steel Consumption (mt) and YoY Growth
Monthly Steel Exports (mt) and Imports (mt)
2.00
% YoY Change
-- Exports
0.95 1.01
1.03
0.93
0.92
-0.5
2.7 22.3 6.3 14.2 16.7 12.0
12.0 15.4 20.7 8.8 14.5 15.5 8.4
8.5
13.8
0.80
1.00
0.54 0.59
0.67
0.66 0.65
0.61
0.41 0.43 0.48
11.38 11.14
11.16
9.66
9.21
9.61
8.68
9.18
9.60
9.47
10.19 9.82
10.41
9.99
10.43
9.88
0.00
1.00
Imports
Mar-23
Healthy domestic steel demand growth continues; imports remain a key monitorable
JSW Steel Corporate Presentation: August 2023 Source: Joint Plant Committee
Apr-23
May-23
Jun-23
Finished Semis
2.00
2.88
0.38
2.34
1.58
-21.1%
2.33
-0.4%
0.69
QoQ
QoQ
1.23
0.18
0.36
0.28
0.06
1.62
1.17
1.40
+28.6%
YOY
-19.3%
2.19
1.98
2.05
YOY
0.50
0.00
Q.34
0.40
0.49 0.48 0.49
0.58
0.69 0.68
T
0.88
0.77 0.71
0.52 0.55
0.48
0.55
Apr-22
May-22-
Jun-22
Jul-22
Aug-22
Sep-22-
Oct-22-
Nov-22-
Dec-22
Jan-23-
Feb-23-
Mar-23
Apr-23-
May-23
Jun-23
41
JSW Steel
Steel Exports (mt)View entire presentation