Amid rising global trade tensions, U.S. President Donald Trump‘s tariffs on crucial trade partners, including Canada, China, Mexico, and India, have created an atmosphere of uncertainty, particularly in the metals sector. Consequently, investor confidence has been shaken. However, despite this challenging landscape, several stocks have managed to shine, posting positive returns in 2025.
Hindalco Industries: A Strong Performer
Hindalco Industries has demonstrated resilience with an impressive 12.26% rise in share price since the start of the year. As a prominent player in aluminium and copper manufacturing, this subsidiary of the Aditya Birla Group boasts Novelis Inc. as its largest subsidiary. Novelis, located in the U.S. and operating in Canada, is a key supplier of processed aluminium rolls used in the production of soft drink cans.
JSW Steel: Overcoming Challenges
JSW Steel’s share price has climbed by 11.28% in 2025, marking a substantial 26% increase over the past year. The company faced significant competition from low-cost Chinese imports in the Indian market but has leveraged its U.S.-based subsidiary to gain a competitive edge against imports from Canada and China.
Tata Steel: A Historic Player
Tata Steel has seen a share price increase of over 9% year-to-date, reflecting a 5% rise over the last year. Established in 1907, Tata Steel was Asia’s first integrated private steel manufacturer. Despite a 36.37% year-on-year decline in net profit, reporting Rs 326.64 crore in the third quarter of FY25, the company’s historical significance and market presence remain strong.
Vedanta: A Notable Comeback
Vedanta has enjoyed notable success in 2025, with its stock price still 19% shy of its 52-week high of Rs 526.95. The company has outperformed with an impressive 77% increase over the past year. As it moves toward a strategic demerger into six distinct entities, Vedanta has captured investor interest, particularly due to its generous dividend payouts. The firm reported a remarkable 76% year-on-year growth in consolidated net profit for Q3 FY25, reaching Rs 3,547 crore, driven by increased revenues.
Key Stock Performances at a Glance
- Hindalco: YTD: 12.26% | 1 Year: 34%
- JSW Steel: YTD: 11.28% | 1 Year: 26%
- Tata Steel: YTD: 9.2% | 1 Year: 5%
- Vedanta: YTD: 0.2% | 1 Year: 77%
Despite the stormy trade winds, these companies have shown remarkable adaptability, making them standout performers in the market. Investors looking for opportunities in the metals sector may find these stocks worthy of attention.
