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0 mentions · last seen 6/5/2026

Signals

Below-normal monsoon, weak AC offtake cloud India consumption recovery despite ceasefire calm

Tamanna Inamdar's column flags 90% LPA monsoon forecast and 92% El Nino odds threatening rural FMCG, two-wheeler and tractor demand. AC sales lag a scorching summer as consumer confidence erodes. Piece also spotlights Hunger Inc's Bombay Canteen, O Pedro and Bombay Sweet Shop reshaping Indian dining.

NDTV Profit · 5/30/2026, 6:02:11 AM