Icra
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Signals
IMD cuts 2026 monsoon to 90% of LPA, flags El Niño risk to rural demand
Weak monsoon forecast with 60% chance of deficient rainfall threatens rural incomes, food inflation control, and FY27 demand for autos, consumer durables and sugar. Air conditioners and power utilities may see upside. Agri-GVA could slip below 1.5% in FY27.
Forbes India · 5/29/2026, 1:37:22 PM
Moody's: Energy prices to squeeze Indian corporate credit; ICRA flags rural demand risk for FMCG, two-wheelers
Moody's Ratings warns elevated energy prices will pressure near-term credit conditions for Indian corporates. ICRA cautions that a weak monsoon and softer rural incomes could dampen discretionary demand across FMCG, two-wheelers, tractors and rural housing materials through FY2026-27.
The Hindu BusinessLine · 5/25/2026, 11:49:21 AM
Page Industries declares Rs 150/share interim dividend; Jockey parent rewards holders
Page Industries (Jockey, Speedo licensee in India) announced a 4th interim dividend of Rs 150/share for FY26, with record date May 27, 2026 and payout by June 19. The move sits alongside Bosch (Rs 270) and ICRA (Rs 105) on the high-payout list, signalling robust cash generation at the innerwear major.
Business Today · Latest · 5/22/2026, 9:06:19 AM
India's gold market shifts: jewellery demand falls 26% as digital gold txns surge 173%
India's $39.7B gold market, projected to hit $68B by 2032, is rebalancing. H1 FY26 jewellery consumption dropped 26% while bars and coins rose 14% and digital gold transactions jumped 173% to Rs 2,079 cr. South India still drives 40% of demand, but the buyer is moving from ornament to investment.
Times of India · Business · 5/20/2026, 4:11:57 PM
Fuel hike to add 25-30 bps to CPI; diesel ripple hits e-commerce, transport, tourism margins
OMCs raised petrol/diesel by Rs 3/litre and CNG by Rs 2/kg — first hike since 2022. CPI seen climbing 25-30 bps in May, with June likely above 4%. Diesel pass-through threatens e-commerce logistics, retail transport and tourism cost lines. OMCs still bleed Rs 500 cr/day; further hikes likely if crude holds $105-110/bbl.
Forbes India · 5/15/2026, 1:26:37 PM
Ola Electric to Pump ₹2,000 Cr into EV, Cell Manufacturing Subsidiaries Amid Revenue Slide
Board approves ₹1,500 Cr infusion into Ola Electric Technologies and ₹500 Cr into Ola Cell Technologies, completion by May 15, 2027. Move precedes Q4 FY26 results on May 18, comes after ICRA downgrade and Q3 net loss of ₹487 Cr on revenue down 55% YoY to ₹470 Cr. Cash reserves stand at ₹1,991 Cr.
Inc42 · Buzz · 5/15/2026, 11:53:51 AM
West Asia war torches input costs for Jalandhar, Meerut sports goods makers
HDPE has jumped to ₹160/kg from ₹96-100 pre-war, rubber to ₹235 from ₹180, zinc to ₹310 from ₹225, with LDPE, PP and ink 30-33% higher. BAS, Champion and Punjab's Khel Udyog cluster face an April-June margin crunch; Icra pegs ~1 year to normalise, threatening India's 0.5% global share and $8.1B export ambition by 2036.
Mint · Industry · 5/14/2026, 1:17:37 AM