India’s metals and mining sector is poised for a powerful upcycle, driven by record infrastructure spending, clean energy demand, and bold government mining reforms. From iron and steel to aluminium and copper, both global prices and domestic momentum are fueling robust growth.
Key policy initiatives such as the PLI for Specialty Steel and the Critical Mineral Mission are positioning India as a high-value metals powerhouse, while the focus on green metals, automation, and ESG standards is transforming traditional miners into future-ready global leaders.
Transparency, technology adoption, and state-led capital spending are strengthening the entire mining-to-metals value chain, ensuring that India’s industrial backbone remains resilient. The country’s metals story is just beginning, offering significant opportunities for investors.
Top Picks – Metals & Mining Basket:
1️⃣ Tata Steel Limited (TATASTEEL) – CMP: ₹180
2️⃣ Hindalco Industries Limited (HINDALCO) – CMP: ₹793
3️⃣ Vedanta Limited (VEDL) – CMP: ₹512
4️⃣ Steel Authority Of India Limited (SAIL) – CMP: ₹140
5️⃣ National Aluminium Company Limited (NATIONALUM) – CMP: ₹235
6️⃣ Hindustan Copper Limited (HINDCOPPER) – CMP: ₹330
This basket captures India’s industrial revival, blending policy tailwinds, robust demand, and technology-driven growth—making it a compelling sector for the next phase of industrialization.
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