Market pulse › Input costs
Input costs
Today9 stories · 12 articles
Net tone● +8% today
Market checkTata Motors PV −1.5%
Developing6 storylines
724 Sept
1725 Sept
526 Sept
427 Sept
528 Sept
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
Market move● mixedNatural Gas Forecast: November Rollover Puts $3 to the TestNatural gasOil and gas companiesPower demand
Market move● mixedCarmakers’ cost pressures mount ahead of festive season amid West Asia flare upAutosFestive seasonMiddle East
▼ bearishCommodity cost uncertainty bigger worry than price increase: TMPV MDCommodity pressures are hurting margins and prompting faster cost cuts, says Shailesh ChandraTata Motors PV
● mixedAnother price hike inevitable due to higher input costs: Tata Motors PV MD Shailesh ChandraTata Motors PV MD Shailesh Chandra says another price hike is inevitable due to higher input costsTata Motors PVCars and SUVsAutos
Broker call● mixedSuzlon to Premier Energies: Ambit sees up to 40% upside but flags solar margin risksSuzlon EnergyPremier EnergiesSolar manufacturing
Policy● mixedBoE’s Bailey says high energy prices make it harder to leave rates on holdFuel pricesInflationRepo rate
Policy● mixedEdible oil duty cut may put 8% retail price hikes on holdFood pricesFarm commoditiesFMCG and consumption
Policy● mixedIRDAI paper puts distributor economics through a wringerIRDAIInsurance distributionInsurance
● mixedTata Motors PV weighs gradual price hikes as commodity costs threaten marginsThe company is still absorbing a significant residual part of rising commodity costsTata Motors PVAutosCars and SUVs
Market move● mixedNatural Gas surges to $3.173 with pullback risk rising: LiveNatural gasFuel pricesOil and gas companies
Policy● mixedEU regulations could push up costs and hurt European businesses, Piyush Goyal saysPiyush Goyal said EU rules on carbon emissions, deforestation and steel imports could raise costs for European businesses and consumersEuropean UnionTrade and tariffsSteel
Results● mixedPernia’s Pop-Up Shop Q1: Net Loss Falls 12% To ₹88 Cr, Revenue Increases 13%Purple Style Labs’ net loss fell 12% to ₹88 cr in Q1Purple Style LabsRetail
Data● mixedPharma revenue growth to accelerate to 11-13% this fiscal: CrisilPharma revenue growth is projected at 11-13% this fiscalPharma and healthcareCrisil
▼ bearishRising costs are squeezing life insurers’ profitability, McKinsey saysLife insuranceInsuranceInsurance distribution
● mixedDemand holding strong, but $100 crude oil a key risk to watch, says Pidilite MDPidilite MD Sudhanshu Vats says domestic demand remains strong across categoriesPidilite IndustriesCrude oilDinesh Pant
Policy● mixedHere's why Patanjali Foods, AWL Agri and Godrej Agrovet shares will be in focus todayDuty cuts take effect September 24 to bring down edible oil prices for consumersPatanjali FoodsAWL Agri BusinessGodrej Agrovet