Admin Team
18 Apr

IN NEWS: PLI Scheme – Third Round for Specialty Steel (PLI 1.2)


Introduction & Objective

The Government of India has launched the third round of the Production Linked Incentive (PLI) scheme for specialty steel (PLI 1.2) with the objective of strengthening India’s position as a global hub for advanced steel production. The initiative aims to reduce import dependence and promote high-end steel manufacturing in sectors such as defence, aerospace, manufacturing, and infrastructure.The move reflects a reform-oriented and industry-driven policy framework, focusing on enhancing domestic value addition and technological capability in the steel sector.


Investment & Policy Background

The PLI scheme for specialty steel was approved in July 2021 with a total outlay of ₹6,322 crore. It aims to create incremental steel capacity of 28 million tonnes over five years.

  • The third round (PLI 1.2) is expected to bring fresh investments of around ₹44,000 crore.
  • Earlier phases have already generated strong investor interest, with commitments worth ₹43,874 crore.
  • As per official data:
    • First round → ₹27,106 crore commitments (₹22,343 crore already invested)
    • Second round (PLI 1.1) → ₹17,000 crore commitments (₹630 crore invested till Sept 2025)

This indicates gradual scaling of investments and industrial capacity under the scheme.


Focus Areas & Target Segments

The scheme targets 22 identified sub-categories of high-grade steel, emphasizing advanced and critical materials required for next-generation industries.Key focus areas include:

  • Super alloys
  • CRGO (Cold Rolled Grain Oriented steel)
  • Stainless steel (long & flat)
  • Titanium alloys
  • Coated steels

These materials are essential for defence production, renewable energy, automobiles, and aerospace industries, thereby linking the scheme with strategic and high-value sectors.


Incentive Structure & Implementation

  • Incentive rates: Range between 4% to 15% on incremental production
  • Duration: Applicable for 5 years (FY 2025–26 to FY 2029–30)
  • Base year for pricing: Updated to 2024–25 to reflect current market conditions
  • Payouts: Expected to begin from the next financial year

The scheme is designed to encourage incremental production and value addition, rather than just capacity creation.


Economic & Industrial Impact

The third round is expected to:

  • Attract new investors, including MSMEs
  • Enable expansion and upgradation of existing steel capacity
  • Strengthen India’s global competitiveness in specialty steel
  • Promote the vision of “Produce steel for India and supply to the world”

It also aims to reduce import dependence in high-value steel categories, thereby improving trade balance and supply chain resilience.


Strategic Significance

  • Supports Make in India and Atmanirbhar Bharat initiatives
  • Enhances self-reliance in critical industrial inputs
  • Aligns with defence indigenisation and infrastructure growth
  • Positions India as a global manufacturing hub for advanced materials

Conclusion

The launch of PLI 1.2 for specialty steel marks a significant step in India’s industrial policy, focusing on high-value manufacturing, technological advancement, and global integration. By targeting advanced steel categories and incentivizing production, the scheme is expected to transform India’s steel sector from volume-driven to value-driven growth.

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