インドの鉄鋼業における市場機会

Abstract

Indian steel industry has shown the second highest growth rate for steel production in Asia after China in 2006. With a GDP growth of around 8% in 2005-06, Indian economy as well as the industrial development got a boost and this helped to shape the increasing steel demand and production in India. The report “Opportunities in Indian Steel Industry” by RNCOS undertakes a detailed analysis of the forces that have shaped the Indian steel industry in order to predict the future trends and prospects.

Industry Performance

This section gives a detailed analysis of steel industry in India. It looks into the factors that have influenced the industry over a period of time, like steel production and raw materials, steel consumption, and export-import of steel products etc. It also puts forth a comprehensive analysis on the fluctuating performance of the Indian steel industry.

Key Players Analyzed

In this section, business overview and financial facts of key players including, Steel Authority of India, Tata Iron & Steel Company Limited, Ispat Industries Limited, and Essar Steel Limited, are provided for better understanding of the competitive environment in the industry.

Key Issues and Facts Analyzed

• What will be the future demand and production capacity for steel industry?
• What are the growth opportunities for the steel manufacturers?
• What are the major driving factors for the steel industry?
• What will be the major constraints for future growth of steel industry?
• Who are the key competitors in the Indian steel industry?

Key Findings

• Indian steel industry is closely linked with domestic economic growth.
• India housing and construction industry is likely to grow in India, which is one of the major steel consuming industries.
• Growing Indian automobile industry, which depends on steel industry for parts manufacturing, will lead to a strong steel demand in future.
• The high cost of electricity in India may hamper the steel industry' s production level.
• Recent increase in production capacity and foreign investment in India is pushing the Indian steel production.
• Demand is expected to rise in future with economic and industrial growth.

Research Methodology Used

Information Sources

The information has been compiled from various authentic and reliable sources like books, newspapers, trade journals, and white papers, industry portals, government agencies, trade associations, monitoring industry news and developments, and access to more than 3000 paid databases.

Analysis Method

Methods like historical trend analysis, linear regression analysis using software tools, judgmental forecasting, and cause and effect analysis have been used to prudently analyze the report.

Table of Contents

1. Analyst View

2. Market Overview

3. Global - Steel Industry Overview

• 3.1 Crude Steel Production
  • 3.1.1 By Region
  • 3.1.2 Top Ten Crude Steel Producing Countries
  • 3.1.3 Top Ten Crude Steel Producing Companies
• 3.2 Crude Steel Consumption
• 3.3 Steel Trade
  • 3.3.1 Top Steel Importers
  • 3.3.2 Top Steel Exporters

4. Asian Steel Industry

• 4.1 Crude Steel Production
• 4.2 Crude Steel Production Growth
• 4.3 Labor Cost
• 4.4 Production Cost
• 4.5 Per Capita Crude Steel Consumption

5. Indian Steel Industry Performance

• 5.1 Crude Steel Production
  • 5.1.1 Crude Steel Producers
  • 5.1.2 Steel Production - By Products
• 5.2 Raw Materials Production
  • 5.2.1 Coal
  • 5.2.2 Iron Ore
  • 5.2.3 Limestone
• 5.3 Steel Consumption
  • 5.3.1 Finished Steel Consumption
  • 5.3.2 Steel Consumption - By Products
• 5.4 Steel Demand Pattern - By Industry
• 5.5 Steel Trade
  • 5.5.1 Finished Steel Import
  • 5.5.2 Steel Import - By Products
  • 5.5.3 Steel Import at Major Ports
  • 5.5.4 Finished Steel & Pig Iron Export
  • 5.5.5 Steel Export - By Products

6. Industry Analysis

• 6.1 Driving Forces
  • 6.1.1 Construction Industry
  • 6.1.2 Gross Domestic Product
  • 6.1.3 Foreign Direct Investment
  • 6.1.4 Automobile Industry
  • 6.1.5 Capital Goods Industry
• 6.2 Opportunities
  • 6.2.1 Automobile Industry
  • 6.2.2 Housing & Construction Industry
  • 6.2.3 Infrastructure
  • 6.2.4 Power Sector
  • 6.2.5 Steel Consumption
• 6.3 Challenges
  • 6.3.1 Coal Consumption Pattern in India
  • 6.3.2 Iron Ore Export
  • 6.3.3 Electricity

7. Future Outlook

• 7.1 Steel Consumption
• 7.2 Steel Production Capacity

8. Major Players

• 8.1 Steel Authority of India
• 8.2 Tata Iron & Steel Company Limited
• 8.3 Ispat Industries Limited
• 8.4 Essar Steel Limited

List of Figures:

• Figure 3-1: Worldwide - Crude Steel Production (in Million Metric Tons), 2000-2006
• Figure 3-2: Worldwide - Top Crude Steel Producing Countries (in Million Metric Tons), 2006
• Figure 3-3: Worldwide - Top Crude Steel Producing Companies (in Million Metric Tons), 2006
• Figure 3-4: Worldwide - Top Crude Steel Consuming Countries (in Million Metric Tons), 2005 & 2006E
• Figure 3-5: Worldwide - Top Steel Importing Countries (in Million Metric Tons), 2006*
• Figure 3-6: Worldwide - Top Steel Exporting Countries (in Million Metric Tons), 2006*
• Figure 4-1: Worldwide - Crude Steel Production Share by Region (%), 2006
• Figure 4-2: Asia - Crude Steel Production by Country (in Million Metric Tons), 2006
• Figure 4-3: Asia - Crude Steel Production Growth of Top Countries (%), 2006
• Figure 4-4: Asia - Labor Cost of Top Steel Producing Countries (in US$/Hour), 2005E
• Figure 4-5: Asia - Steel Production Cost of Top Countries (in US$/Metric Ton), 2005-06
• Figure 4-6: Asia - Per Capita Crude Steel Consumption of Top Countries (in Kilogram), 2005
• Figure 5-1: India - Crude Steel Production (in Million Metric Tons), 2001-2006
• Figure 5-2: India - Crude Steel Production Share by Company (%), 2006-07
• Figure 5-3: India - Limestone Production (in ‘000 Tons), 2004-05 & 2005-06
• Figure 5-4: India - Steel Demand Pattern by Industry (%), 2005-06
• Figure 5-5: India - Finished Steel Import (in Million Metric Tons), 2001-02 to 2006-07
• Figure 5-6: India - Finished Steel & Pig Iron Export (in Million Metric Tons), 2002-03 to 2006-07E
• Figure 6-1: India - GDP Growth (%), 2000-01 to 2006-07
• Figure 6-2: India - FDI Inflow (in Billion US$), 2000-01 to 2006-07
• Figure 6-3: India - Tariff & Growth of Capital Goods Industry (%), 2001-02 to 2005-06
• Figure 6-4: India - Investment in Capital Goods Industry (in Rs Crore), 2000-2005
• Figure 6-5: India - Forecast for Passenger Car Penetration (in per ‘000 Population), 2006-07 to 2009-10
• Figure 6-6: India - Home Loan Disbursement (in Billion Rs), 1999-00 to 2002-03, 2006-07E & 2011-12
• Figure 6-7: India - Infrastructure Development (in Billion Rs), 2002-03 to 2006-07E*
• Figure 6-8: India - Steel Consumption in Power Sector (in ‘000 Tons), 2004-2012E
• Figure 6-9: India - Iron Ore Export (in Million US$), 2004-05 to 2006-07
• Figure 6-10: India - Iron Ore Consumption Pattern (in Million Metric Tons), 2005-06*
• Figure 6-11: India, US & China - Electricity Cost (in Rs/kWh), 2005
• Figure 7-1: India - Forecast for Per Capita Finished Steel Consumption (in Kilogram), 2011-12 to 2034-35

List of Tables:

• Table 3-1: Worldwide - Crude Steel Production by Region (in Million Metric Tons), 2000-2006
• Table 5-1: India - Steel Production by Products (in ‘000 Metric Tons), 2006-07
• Table 5-2: India - Coal Production by Company (in Million Metric Tons), 2001-02 to 2005-06
• Table 5-3: India - Iron Ore Production (in ‘000 Tons), 2004-05 & 2005-06
• Table 5-4: India - Finished Steel Consumption (in Million Metric Tons), 2000-01 to 2007-08E
• Table 5-5: India - Steel Consumption by Products (in ‘000 Metric Tons), 2006-07
• Table 5-6: India - Steel Import by Products (in ‘000 Metric Tons), 2006-07
• Table 5-7: India - Steel Import at Major Ports (2006-07)*
• Table 5-8: India - Steel Export by Products (in ‘000 Metric Tons), 2006-07
• Table 6-1: India - Automobile Sales (in Units), 2001-02 to 2006-07
• Table 6-2: India - Coal Consumption Pattern by Industry (in Million Metric Tons), 2003-04 to 2005-06
• Table 7-1: India - Forecast for Proposed Steel Production Capacity Addition (in Million Metric Tons), 2012
• Table 8-1: Steel Authority of India - Key Financials (in Million US$), 2004-2007
• Table 8-2: Tata Iron & Steel Company Limited - Key Financials (in Rs Crore), 2005-06 & 2006-07
• Table 8-3: Ispat Industries Limited - Key Financials (in Rs Crore), 2003-04 to 2006-07
• Table 8-4: Essar Steel Limited - Key Financials (in Rs Crore), 2005-06 & 2006-07