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Input costs
Today9 stories · 12 articles
Net tone● +8% today
Market checkTata Motors PV −1.5%
Developing6 storylines
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Market move▼ bearishRs 4 lakh crore loss! Why India's storied consumer stocks are languishing near the bottom in 2026Major consumer stocks lost nearly ₹4 lakh crore in market valueFMCG and consumptionHULITC
Market move▲ bullishPremium edible oils find buyers despite rising price gapHealth-conscious consumers are buying cold- and wood-pressed oils despite higher pricesMaricoTATA Consumer ProductsFMCG and consumption
Market move● mixedFestive shopping to pinch as Iran war sets AC, TV prices on fireIranGeopoliticsFestive season
Policy● mixedCould your protein powder cost more? The US-Canada trade war is putting whey at riskUS-Canada trade tensions put whey under tariff and import-restriction riskCanadaTrade and tariffsUS tariffs
Policy● mixedEdible oil duty cut may boost snack makers’ marginsFMCG and consumptionFood pricesFarm commodities
Policy● mixedContaining costsIRDAI proposals are expected to help reduce mis-sellingIRDAIInsurance
Market move▲ bullishPlanning to buy an AC this Diwali or in winter? Check how much Daikin, Blue Star will hike pricesAir-conditioner brands including Daikin and Blue Star are increasing prices ahead of Diwali and winterBlue StarFestive seasonFMCG and consumption
Data● mixedMacro headwinds, rising input costs impact FMCG volumes in June quarter: NIQFMCG and consumptionFood pricesFarm commodities
● mixedMahindra weighs another SUV price increase as commodity costs riseMahindra will decide on a price increase in the next couple of weeksMahindra & MahindraCars and SUVsAutos
Market move● mixedMcDonald's Sell-Off Hits 30% As Big Mac Inflation Spurs PushbackMcDonald's shares are down nearly 31% from their February highFMCG and consumptionInflationUS economy
Market move● mixedAC prices set to rise 5-8% from Oct 1, hikes also loom for LED TV, washing machine, refrigeratorAC prices are set to rise 5–8% from October 1Base metalsSteelCrude oil
Market move● mixedSwiss National Bank’s Schlegel watching hot weather impact on food price inflationInflationFood prices
Policy● mixedRegulation and cost deter AI's N-power growth depite $4.6 billion pushPower sectorAIData centres
Broker call● mixedApple’s expensive new iPhones could be a double-edged sword for the companyBernstein analysts say Wall Street may be underestimating gross-margin pressure from rising iPhone costsAppleBernsteinElectronics manufacturing
Market move● mixedHigh input costs, policy support will likely keep steel prices higher than 2025Steel prices likely to stay higher than 2025, supported by high input costs and policy supportSteelChinaInfrastructure