Tata Steel is doubling down on India, expanding at NINL and pushing new capacity in Maharashtra. The NINL site gives it room to grow long products for construction demand; a western-India push diversifies its footprint beyond the traditional eastern base. Both moves add to the domestic capex wave that has kept Indian steel — and alloy — demand resilient while global markets soften. Suppliers track expansions like these closely, since each new furnace becomes a standing customer for ore, alloys and fluxes.