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121 stories · latest 06 Oct 2026 · clear filter
For chemical companies, the note describes a recovery driven by selling prices rather than by cheaper inputs. Amines producers gain from lower ammonia and methanol, their main feedstocks, while fluorochemical makers…
No extra barrels are scheduled for November, and the report notes most members already pump below their targets because the conflict that began on February 28 has effectively closed the Strait of Hormuz. For India…
Retail fuel prices have been held, so the oil shock is reaching companies through what they buy rather than at the pump. Plastics processors, packaging makers and consumer goods companies that use polypropylene and…
India is not a G7 member and is not part of the release, so the link is through prices. Oil marketing companies carry the gap between crude costs and held retail prices, which the industry puts at about Rs 8-9 a litre…
The US is the largest export market for several listed Indian sectors: garments and home textiles, generic drugs, auto components, speciality chemicals, and gems and jewellery. For them the deal decides the tariff they…
India imports most of its crude, so the price sets the input bill for the state fuel retailers and the under-recoveries they carry on petrol, diesel and LPG. The detail that matters here is diesel: Indian refiners that…
A listing would give Indian investors a large pure industrial-gases company alongside Linde India, and a public valuation for a business that sells oxygen, nitrogen, hydrogen and speciality gases to steel mills…
Farm incomes drive rural spending, the main demand channel for FMCG makers, two-wheeler and tractor manufacturers, and agrochemical and fertiliser companies. Kharif acreage held up close to last year, which cushions…
Cheaper crude directly narrows losses at IOC, BPCL and HPCL, whose earnings swing with the gap between pump prices and international product costs; diesel and LPG remain loss-making, so their recovery is partial. Lower…
Monsoon rain still drives farm incomes and rural spending, so a forecast at the deficient threshold is a direct risk for rural-heavy FMCG companies, tractor and two-wheeler makers, and fertiliser and agrochemical…
India imports most of its crude, so a spike of this size widens the import bill and current-account deficit, weakens the rupee and lifts fuel and petrochemical costs. State-run fuel retailers such as IOC, BPCL and HPCL…