Vedanta warns US Iran tensions could lift aluminium costs by up to 100 per tonne

Costs may rise even as Vedanta targets higher output

Vedanta says the US Israel and Iran conflict could push aluminium production costs up by $50 to $100 per tonne by H1FY27. Even with this geopolitical hit, the company expects aluminium output to climb to 2.6–2.7 million tonnes and alumina production to 4–4.1 million tonnes in FY27, betting capacity can outpace pressure.