Increased input costs due to geopolitical conflict in West Asia and unseasonal rain in March negatively impacted volumes of consumer durables makers, particularly air conditioners, in Q4FY26, leading to projected declines in EBITDA and APAT despite revenue growth.
Fast-moving consumer goods (FMCG) companies are closely monitoring crude oil prices and considering low single-digit price increases, while consumer durables firms have already begun passing on significant price hikes to consumers due to rising input costs exacerbated by the West Asia conflict.
Fast-moving consumer goods (FMCG) companies like Dabur India and Marico anticipate high single-digit growth in Q4FY26, driven by strong domestic demand in India, which is helping to offset the negative impact of geopolitical conflicts in West Asia on their international businesses.
As temperatures rise, travellers are increasingly gravitating towards cooler climates, driving demand for hill stations such as Mussoorie, Munnar, Varkala, Ooty and Kodaikanal.
'Travellers are considering safer and more stable destinations.'
"There is an India that is embracing global luxury symbols and another which, as it evolves, is comfortable owning its 'Indian-ness'. We're deeply rooted in India, yet global," say Nicobar Design founders Simran Lal and Raul Rai.
Exporters of gems and jewellery have said the free-trade agreement (FTA) has brought relief to their sector because this opens up the world's second-largest market and brings them on a par with China and Thailand, which face zero tariffs on shipments to Europe.
'Women must prioritise financial security.'
Ultra-personalisation is the new standard for Indian tourists.
Makers of spirits, beer, and wine are working to identify new markets of growth as two of the industry's biggest liquor markets, Maharashtra and Telangana, remain embroiled in taxation and payment issues.
According to experts, the ban will not result in revenue loss for the BCCI or the IPL broadcasters.
'The entire travel ecosystem is reeling with the domino impact of flight cancellations.'
'We expect inbound numbers in 2025 to come close to pre-pandemic levels -- if not fully match them -- by early 2026.'
Flyers faced a double blow as air fares on Air India flights out of Delhi and those of SpiceJet soared past Rs 1 lakh one-way on some routes, and even those showed 'sold out' despite the airlines adding capacity.
As the rupee has been on a downward slide and crossed 90 a dollar, consumer electronics firms are looking to raise prices of products ranging from air conditioners (ACs) to television panels up to 10 per cent.
'...since the pandemic, driven by the worlds of influencers and Bollywood.'
Financial services giant HDFC Bank, carrying a brand value of $44.9 billion, has surged past IT consulting behemoth Tata Consultancy Services (TCS) to reclaim its crown as the country's most valued brand, according to the 2025 Kantar BrandZ Most Valuable Indian Brands report.
The consolidated net profit of Marico, the maker of Parachute coconut oil, declined 0.7 per cent in the second quarter (July-September) of 2025-26 (Q2FY26).
'Tourists from long-haul markets such as the US, UK, and Western Europe are especially sensitive to such news, and short-term cancellations or postponements of planned trips can be expected.'
Britannia Industries is looking to drive volume-led growth as it looks to target regions, consumer-centric products and distribution. The company also wants to make sure that it is price-competitive in each of the regions.
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