27 May 2026
India's summer beverage season is being crimped by an aluminium can crunch.
Iran's Hormuz blockade and BIS import certification norms tightened supply simultaneously from early 2026. Beer makers face a shortfall of 120-130 million 500ml cans this season versus last year's supply levels. Domestic manufacturing capacity is running 20% below current market demand. Hindalco emerges as the structural beneficiary as beverage companies are forced to prioritise domestic sourcing.