India’s Company-wise Pellet Production in H1 FY’26 (Apr-Sep)

JSW Steel was the top producer of pellets in H1FY’26, with output at 14 mnt an increase of nearly 5% y-o-y. The company’s standalone pellet production capacity at the Vijaynagar and Dolvi works alone account for over 30 mnt/year. Increasing captive iron ore capacity post-acquisition of mines at auctions in Odisha and Karnataka has boosted the company’s pellet production. However, the other leading producer, AM/NS India, recorded a 5% y-o-y decline in production in H1 due to the pressure on domestic producers amid surging imports from mid-2024 and the sharp downtrend in pellet export shipments in FY’25 and also H1FY’26.