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India's Drought Risk: Which Stocks Could Feel The Impact Of A Weak Monsoon And Rural Demand Shock?
The brief
- India's monsoon deficit stands at 12%, raising Rabi crop risks
- A weak monsoon could affect NBFCs, tractor makers, fertiliser companies, FMCG and building materials
- Rural demand and crop risks expose tractor makers, fertiliser companies, FMCG firms and NBFCs
- Coromandel Intl, Paradeep Phosphates, And More: Fertiliser Stocks Face El Nino Test As Rabi Season Nears
- Fertiliser inventories hit two-year high at start of 2026-27 rabi season
- India’s fertiliser subsidy may exceed ₹3 lakh crore in the current fiscal
- Rabi 2026 target set at 178 MT as Centre steps up preparedness for El Nino, crop losses
- CIL, HURL sign pact to explore syngas-based urea production in Jharkhand
Weak monsoon raises crop and rural demand risks
A 12% monsoon deficit and drought conditions—including Maharashtra’s declaration covering 265 of 358 talukas—have raised concerns about kharif and rainfed rabi crops. India cut its FY27 foodgrain target by 2.63 million tonnes to 373.93 million tonnes, while pulse prices rose amid crop concerns and festive demand.
Wednesday, 30 September
- India's Drought Risk: Which Stocks Could Feel The Impact Of A Weak Monsoon And Rural Demand Shock?