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.
Hunger Inc's Bombay Canteen, O Pedro and Bombay Sweet Shop reshape Indian dining as monsoon and AC demand cloud the consumption recovery.
NDTV Profit · 5/30/2026, 6:02:11 AM · Ask about this →