[SMM Hierro y Acero] Las importaciones de mineral de hierro de India caen un 11% en abril de 2026 ante el aumento de la oferta nacional

Hoa Phat Group (HPG) has incurred more than VND 14,900 billion in interest expenses in its consolidated business results since breaking ground on the Dung Quat 2 steel project in Q1 2022, with actual interest payments exceeding VND 14,700 billion. The group’s financial debt rose 64.5% to nearly VND 100,000 billion by the end of June 2026, while interest expenses reached nearly VND 2,900 billion in H1 2026, roughly equivalent to the full-year 2025 level. Despite rising leverage and financing costs, Dung Quat 2 has strengthened HPG’s production capacity and supported its business recovery, with H1 2026 revenue exceeding VND 108,000 billion, up 47% YoY, while net profit reached nearly VND 15,500 billion.

India's rolled steel exports experienced a significant 44.1% year-on-year increase in July 2026 as domestic mills actively targeted alternative markets to manage expanding capacity. The export push comes as the Indian steel industry seeks to balance aggressively growing internal capacity against shifting regional demand dynamics, with heavy volumes directed toward Southeast Asia and the Americas.

La siguiente tabla muestra el movimiento de los metales ferrosos y no ferrosos en la SHFE y DCE el 12 de agosto de 2026.