Outlook for the Indian Aluminium Industry | www.alcircle.com Page: 1

Outlook for the Indian Aluminium Industry | www.alcircle.com Page: 2

TABLE OF CONTENTS

Chapter Title

E Executive Summary (including a discussion on the impact of Covid-19

on the Indian Aluminium Industry)............................................................08

I Introduction.........................................................................16

II Primary Aluminium.......................................................20

III Aluminium FRP.................................................................23

IV Aluminium Extrusions..................................................35

V Aluminium Wire rod......................................................52

VI Aluminium Casting........................................................58

VII Aluminium Foil..................................................................67

VIII Aluminium Powder & Paste and De-Ox...........75

IX Recycled Aluminium.....................................................80

Appendix I End use Sectors of Aluminium...............................90

Appendix II Bauxite & Alumina..........................................................105

Outlook for the Indian Aluminium Industry | www.alcircle.com Page: 3

List of Tables

Table no. Title No.

2.1 Primary aluminium production, 2015-16 to 2020-21 (000 tonnes) 20

2.2 Primary aluminium: Annual installed capacity in India 21

2.3 Import/Export of primary aluminium, 2015-16 to 2020-21 22

3.1 Forecast of aluminium FRP usage 2021-22 to 2026-27 (000 tonnes) 23

3.2 Aluminium FRP end use sectors & key applications 24

3.3 Forecast of aluminium FRP* usage by end use 2021-22 to 2026-27 (000 tonnes)

25

3.4 Aluminium FRP usage & forecast in the packaging sector 2021-22 to 2026-27 (000 tonnes)

26

3.5 Aluminium FRP usage & forecast in the transportation sector 2021-22 to 2026-27 (000 tonnes)

27

3.6 Aluminium FRP usage & forecast in the building & construction sector 2021-22 to 2026-27 (000 tonnes)

29

3.7 FRP Market: B&C – Key specification 29

3.8 Aluminium FRP usage & forecast in the electrical & electronics sector2021-22 to 2026-27 (000 tonnes)

29

3.9 FRP Market: Electrical & electronics sector – Key applications 30

3.10 Aluminium FRP usage & forecast in the Industrial sector 2021-22 to 2026-27 (000 tonnes)

30

3.11 Aluminium FRP usage & forecast in the consumer durable sector 2021-22 to 2026-27 (000 tonnes)

31

3.12 Aluminium FRP usage & forecast in the defence, aerospace & other ap-plications, 2021-22 to 2026-27 (000 tonnes)

31

3.13 Aluminium FRP production in India, 2015-16 to 2020-21 (000 tonnes) 32

3.14 Aluminium FRP: Major players 32

3.15 Import/Export of aluminium FRP, 2016-17 to 2020-21 33

4.1 Forecast of aluminium extrusion usage 2021-22 to 2026-27 (000 tonnes) 35

4.2 Aluminium Extrusion: End use sectors & key applications 36

4.3 Forecast of aluminium extrusions usage by end use 2021-22 to 2026-27(000 tonnes)

37

4.4 Aluminium Extrusions usage & forecast in the transportation sector, 2021-22 to 2026-27 (000 tonnes)

38

4.5 Commercial vehicles: Aluminium extrusion applications 39

4.6 Aluminium Extrusions usage & forecast in the building & construction sector, 2021-22 to 2026-27 (000 tonnes)

40

4.7 Aluminium Extrusions usage & forecast in the electrical & electronics sec-tor, 2021-22 to 2026-27 (000 tonnes)

41

Outlook for the Indian Aluminium Industry | www.alcircle.com Page: 4

Table no. Title No.

4.8 Aluminium Extrusions usage & forecast in the Industrial sector, 2021-22 to 2026-27 (000 tonnes)

43

4.9 Aluminium Extrusions usage & forecast in the consumer durables sector,2021-22 to 2026-27 (000 tonnes)

44

4.10 Consumer durables aluminium extrusion applications 44

4.11 Forecast of aluminium extrusions usage by Aerospace, Defence and Other applications, 2021-22 to 2026-27 (000 tonnes)

44

4.12 Aluminium extrusions production in India, 2015-16 to 2020-21 (000 tonnes)

45

4.13 Aluminium Extrusions: Major players 46

4.14 Import/Export of aluminium extrusions, 2016-17 to 2020-21 47

4.15 Aluminium forging applications 49

4.16 Aluminium forging sector: Key players 50

5.1 Forecast of aluminium wire rod usage, 2021-22 to 2026-27 (000 tonnes) 53

5.2 Aluminium conductor types and structure 53

5.3 Aluminium Wire rod usage & forecast by end use 2021-22 to 2026-27 (000 tonnes)

54

5.4 Aluminium wire rod production in India, 2015-16 to 2020-21 (000 tonnes) 55

5.5 Aluminium wire rod key players 55

5.6 Import / Export of aluminium wire rod, 2016-17 to 2020-21 57

6.1 Aluminium castings usage & forecast, 2021-22 to 2026-27 (000 tonnes) 59

6.2 Aluminium castings usage & forecast by end use, 2021-22 to 2026-27 (000 tonnes)

60

6.3 Aluminium castings usage & forecast in the transportation sector, 2021-22 to 2026-27 (000 tonnes)

61

6.4 Applications of aluminium castings in transportation 61

6.5 Aluminium castings usage & forecast in the building & construction sec-tor, 2021-22 to 2026-27 (000 tonnes)

62

6.6 Aluminium Castings in the building & construction sector: Key applica-tions

62

6.7 Aluminium castings usage & forecast in the industrial and E&E sectors, 2021-22 to 2026-27 (000 tonnes)

63

6.8 Aluminium castings in the industrial and E&E sectors: Key applications 63

6.9 Aluminium castings usage & forecast in other applications, 2021-22 to 2026-27 (000 tonnes)

63

6.10 Aluminium castings in other applications: Key applications 63

6.11 Aluminium castings production, 2015-16 to 2021-22 (000 tonnes) 64

Outlook for the Indian Aluminium Industry | www.alcircle.com Page: 5

Table no. Title No.

6.12 Aluminium casting: Key players 65

7.1 Forecast of aluminium foil usage 2021-22 to 2026-27 (000 tonnes) 67

7.2 Applications of aluminium foil 68

7.3 Aluminium foil usage & forecast by end use sectors, 2021-22 to 2026-27 (000 tonnes)

69

7.4 Aluminium foil usage & forecast in pharma packaging, 2021-22 to 2026-27 (000 tonnes)

70

7.5 Aluminium foil usage & forecast in food & beverage packaging, 2021-22 to 2026-27 (000 tonnes)

70

7.6 Aluminium foil usage & forecast in other consumer segments, 2021-22 to 2026-27 (000 tonnes)

71

7.7 Aluminium foil usage & forecast in finstock & other industrial applica-tions, 2021-22 to 2026-27 (000 tonnes)

71

7.8 Aluminium foil: Major players 72

7.9 Import / Export of aluminium foil, 2016-17 to 2020-21 73

8.1 Major applications of aluminium powder and paste 76

8.2 Aluminium powder & paste: Major players 78

8.3 Import/Export of aluminium powder & flake, 2016-17 to 2020-21 (tonnes) 78

9.1 Applications of recycled aluminium in India 81

9.2 Recycled aluminium production in India, 2016-17 to 2020-21 (000 tonnes) 82

9.3 Select aluminium recyclers 84

9.4 Import/Export of aluminium scrap into India, 2017-18 to 2019-20 86

A1.1 Aluminium usage & forecast by end use, 2019-20 to 2026-27 (000 tonnes) 91

A1.2 Aluminium usage & forecast by packaging sector 2019-20 to 2026-27 (000 tonnes)

92

A1.3 Usage of aluminium FRP & Foil in packaging applications 93

A1.4 Aluminium usage & forecast in transportation sector, 2019-20 to 2026-27 (000 tonnes)

95

A1.5 Indian automobile industry: Production trends (000 units) 95

A1.6 Aluminium usage & forecast in building & construction sector, 2019-20 to 2026-27 (000 tonnes)

98

A1.7 Aluminium usage & forecast in electrical & electronics sector, 2019-20 to 2026-27 (000 tonnes)

99

A1.8 Power generating capacity in India: 2016 to 2019 (MU) 100

A1.9 Aluminium usage & forecast in Industrial sector, 2019-20 to 2026-27 (000 tonnes)

101

Outlook for the Indian Aluminium Industry | www.alcircle.com Page: 6

Table no. Title No.

A1.10 Consumer durables: Aluminium usage & forecast in India, 2019-20 to 2026-27 (000 tonnes)

102

A2.1 Bauxite resources (million tonnes) 105

A2.2 Alumina installed capacity in India (000 TPA) 108

A2.3 Alumina production, 2015-16 to 2020-21 (000 tonnes) 109

Figure no. Title No.

E.1 Trends in primary aluminium production in India, 2015-16 to 2020-21 (000 tonnes)

8

E.2 India: Aluminium usage trend, 2015-16 to 2020-21 (000 tonnes) 9

E.3 Aluminium usage in India, 2021-22 (e) (%) 10

2.1 Primary aluminium import/export by countries, 2020-21 22

3.1 Aluminium FRP usage by end use segments, 2021-22 (e) 25

3.2 Aluminium FRP import/export by countries, 2020-21 33

4.1 Aluminium extrusions usage by end use segments, 2021-22 37

4.2 Aluminium extrusion import/export by countries, 2020-21 47

5.1 Aluminium wire rod usage by end use segments, 2021-22 54

5.2 Aluminium wire rod import/export by countries, 2020-21 57

6.1 Trends in the usage of aluminium castings in India, 2015-16 to 2021-22 (000 tonnes)

59

6.2 Aluminium castings usage by end use segments, 2021-22 (%) 60

7.1 Aluminium foil usage by end use segments, 2021-22 69

7.2 Aluminium foil import/export by countries, 2020-21 74

8.1 Aluminium powder & flake import/export by countries, 2020-21 74

9.1 Recycled aluminium usage by product type, 2019-20 83

9.2 Import and export of aluminium scrap, 2020-21 86

A1.1 Aluminium product usage across end use sectors (%), 2021-22 91

A1.2 Consumer packaging market breakup by package type, 2019-20 (%) 92

A1.3 Construction industry contribution to GDP (current prices), 2011-12 to 2019-20 (INR billion)

98

A2.1 Bauxite resources across states 106

List of Figures

Outlook for the Indian Aluminium Industry | www.alcircle.com Page: 7

Figure no. Title No.

A2.2 Bauxite production, 2015-16 to 2020-21 (million tonnes) 106

A2.3 Bauxite production across states & by grade 107

A2.4 Non-calcined Bauxite: India’s trade trends, 2015-16 to 2020-21 (million tonnes)

108

A2.5 Alumina: India’s trade trends, 2015-20 to 2020-21 (million tonnes) 108

Outlook for the Indian Aluminium Industry | www.alcircle.com Page: 111

More from AlCircle Reports

Outlook for the Indian Aluminium Industry | www.alcircle.com Page: 112