Sector Snapshot · Diversified Metals

India Scales Up Its Metals Production

A fast-read primer on India's diversified metals sector — the backdrop against which we benchmark every company's cost structure in this category.

#2
India's global rank in aluminium production
38.90 lakh tonnes
Primary aluminium production, FY26
37 mn tonnes
Projected aluminium production by 2070
6.9%
Aluminium price increase, Q3 FY26
7.2%
Zinc price increase, Q3 FY26

Production Keeps Rising, and the Long Runway Is Long

Current output is climbing steadily, with a nine-fold expansion targeted over the coming decades.

Primary Aluminium Production (lakh tonnes)

FY25 → FY26

38.37 LT
FY25
38.90 LT
FY26

Aluminium Production (million tonnes)

2023 → 2070 forecast

4 MT
2023
37 MT
2070F

What's Pushing the Sector Forward

Global scale, rising industrial demand, and policy support for critical minerals all point the same way.

Global Scale
  • World's 2nd-largest aluminium producer
  • Strong cost advantage in production and conversion costs
Rising Demand
  • Copper, aluminium and zinc prices all rose in Q3 FY26 on strong industrial demand
  • Infrastructure activity is a key demand driver
Policy Support
  • FY27 Budget introduced mineral corridors and duty exemptions for critical minerals

Recent Developments

A sample of the industry-wide and policy moves shaping the sector through early 2026.

Companies We Benchmark in This Sector

Listed Indian Diversified Metals companies in tDoBe's cost-benchmarking coverage.

Vedanta
Jain Resource Recycling
Pondy Oxides
Innomet Advanced Materials
Bonlon Industries

The Cost Benchmark — What We Actually FoundtDoBe Think Report

The market facts above are public background. What follows is tDoBe's own work: every "Other Expenses" line from these companies' own financial records, read by hand and sorted into one clear set of categories — not a keyword search, not each company's own way of reporting it.

6.9%
tDoBe Average — Other Expenses as % of net revenue
7.7×
Gap between the highest and lowest company
13
Cost categories, sorted by meaning
1.2%
Biggest single category — Power & Fuel/Utilities
FY24/25
Latest available financial records

Where Companies Land — Total Other Expenses

Each mark is one company's total Other Expenses as % of net revenue. No company is named here.

6.9%
0%5%10%15%20%

tDoBe Average by Cost Category

Ranked from biggest to smallest.

Power & Fuel/Utilities
1.2%
Miscellaneous & Others
0.9%
Freight, Distribution & Logistics
0.7%
Manpower Supply/Contract Labour
0.2%
Repairs & Maintenance
0.2%
Total Other Expenses
6.9%
Where the Cost Really Sits

Running energy-intensive processing is the single largest identifiable cost, typical of metals and materials processing.

Why the Range Is So Wide

This sector benchmark currently covers a small number of companies with different scales and processing methods, which is the main reason the numbers vary as much as they do.

Why the Comparison Is Fair

We use each company's own standalone financial records — not group numbers, not each company's own labels. Every cost line is read by hand and placed into one common set of categories, so every company is compared the same way.

See Where Your Own Company Stands

This is the free, sector-wide view. It tells you where Diversified Metals stands as a whole — not where your own company stands against it, category by category, in rupees.

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$999
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$4,999
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A below-average number is a reason to call too — the benchmark keeps improving as we go.

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Compiled from public government and industry sources, February 2026 update · Figures rounded · tDoBe sector snapshot, for informational purposes · Cost Benchmark findings compiled from companies' own financial records, FY2024/25.