Middle East conflict and a weak rupee are pushing FMCG input costs up 8-10%, with palm oil +11%, Brent +32%, HDPE +56% and hazelnut +75% YoY. Amul and Mother Dairy raised milk Rs 2/litre, Modern Bread Rs 5/pack, LPG at Rs 913. Beer makers seek 15-20% hikes; shrinkflation likely through H1 FY27.

Times of India · Business · 5/31/2026, 8:14:27 AM

India's condom market leader Manforce, with ~30% share, may raise prices on its Rs 100-150 per 10-pack range if oil stays above $100/barrel. Petroleum-derived inputs and latex sourcing through Malaysia's Karex are squeezing margins. Mankind also launched a generic semaglutide shot at Rs 1,300 to undercut tirzepatide priced up to Rs 27,000.

The Hindu BusinessLine · 5/21/2026, 12:43:03 PM