New Delhi, June 4 -- A global aluminium supply shortfall arising from the West Asia conflict is likely to push prices to a decade high, providing a significant advantage to Indian primary aluminium producers, as per Crisil Ratings.

The rating agency has projected earnings before interest, taxes, depreciation, and amortization (EBITDA) of aluminium producers to surpass USD 1,450 per tonne in FY27-marking the highest level in ten years.

The findings are based on an analysis of three domestic primary aluminium producers accounting for approximately 90 per cent of India's 4.6 million tonne installed capacity.

The Supply Shock

The ratings agency highlighted that the Gulf Cooperation Council (GCC) region, which accounted for 8.3 per cent of...