• Cement cost inflation: Rising pet coke, Indian coal, and polypropylene packaging prices have added a cost pressure of ₹30 to ₹40 per bag, which the energy-intensive sector has not been able to pass on to consumers.
• Pharmaceutical supply risks: While the industry carries 60 to 90 days of raw materials and up to 120 days of finished drug inventory, upstream disruptions in solvents, printing materials, and shipping containers are expected to cause challenges in two to four months.
• Hospitality and real estate: Disrupted flights and canceled business events led to an estimated 5% revenue drop for hotels in the last quarter, while real estate faces project delivery delays as suppliers invoke force majeure.
• Capital deployment outlook: Market experts advise that the next 12 to 18 months are a time to stay diversified and deploy capital rather than expect immediate returns, with performance rewards expected to emerge after 18 months.