• Sugar MSP hike: Cane prices have increased by 29% over the past six years while sugar MSP has remained unchanged at ₹31, prompting the industry to seek an MSP increase of at least 10% to 30% (around ₹3–4 per kg) to ensure mill viability.
• Demand-supply outlook: Estimated domestic production of approximately 28 million metric tons is tracking close to consumption levels alongside 0.7 million tons of exports, keeping supplies manageable with modest price upticks of only ₹0.5 to ₹1.
• Ethanol allocation pricing: The industry is calling for higher ethanol purchase prices and an increased sugar allocation quota, citing heavy sector investments and a drop in sugar's ethanol share from over 80% to around 35%.
• Sugar export policy: The government should maintain a flexible, balanced approach to exports and imports rather than a blanket export ban, as domestic inventory levels are not facing severe shortages.