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Don't blame El Niño alone
- This year's southwest monsoon ended with a 13% deficit over the long-period average
- A weaker monsoon raises risks for Indian agriculture and rural-demand-linked companies
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Topic
Monsoon▼ −57% net tone today
- The 2026 southwest monsoon delivered 87% of the long-period average, its lowest rainfall since 2015
- Household work demand under VB-G RAM G rose 34% to 15.64 million in September
- Key reservoir storage improved slightly but remained below last year’s level and normal
Stories per day
627 Sept
1328 Sept
1529 Sept
1430 Sept
141 Oct
72 Oct
03 Oct
Weakest monsoon since 2015 prompts ICRA to cut FY27 farm growth forecast
- The 2026 southwest monsoon delivered 87% of the long-period average, the lowest rainfall since 2015
- Weaker farm growth may weigh on Indian agricultural input and rural-consumption companies
Below normal monsoon’s impact on rural demand a key concern for FMCG sector
- Analysts expect rural demand to be uneven as rainfall shortages vary by region
- Below-normal monsoon impact on rural demand is a key concern for the FMCG sector
- Uneven rural demand could weigh on sales for Indian FMCG companies
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After years of crop losses, Kashmir farmers see better paddy harvest
- Farmers in Anantnag, Kulgam, Pulwama and Ganderbal report improved paddy output
- A larger paddy harvest may affect rice supply and prices for Indian food companies