Input costs rise for FMCG and aviation sectors

4 Dec 2025 · 16:06 ISTafter close1 source ↓written by the desknot a recommendation

A weaker rupee is set to inflate costs for FMCG and aviation firms, particularly impacting those reliant on imports like crude oil, LNG, and edible oils. While current domestic inflation remains low, the adverse effect of a falling rupee could lead to increased input prices. This situation underscores the need for sectors to reduce import dependency over the medium term.

Not investment advice. For informational purposes only.

OI Charts is not a SEBI-registered investment adviser or research analyst. This bulletin was written by the OI Charts desk from the public sources listed here. It is commentary on market conditions, not a basis for any investment decision and not a recommendation to buy or sell any security. Prices as of 4 Dec 2025, 16:06 IST.

Sourcesnews.google.com

FMCG
Aviation

1 OctCommercial LPG and ATF prices rise significantlyMediumCommercial LPG prices increased by ₹62.50 per 19-kg cylinder, while ATF prices rose by ₹16 per litre, reflecting international market trends. These hikes significantly impact operating costs for airlines and businesses using LPG.
1 OctCupid raises FY27 revenue and profit guidance significantlyHighCupid Limited raised its FY27 revenue guidance to over ₹800 crore and net profit to over ₹250 crore, driven by strong Q2 performance and strategic expansions. The previous revenue target was ₹725-750 crore, indicating significant growth expectations.
1 OctSapphire Foods India credit rating upgraded to A+ by ICRAMediumSapphire Foods India Limited's credit rating was upgraded by ICRA to A+ for long-term facilities and A1 for short-term facilities, affecting ₹200 crore in debt. This upgrade reflects improved financial confidence but carries a 'Watch with Developing Implications' status, indicating some uncertainty.
1 OctCentre's fiscal deficit reaches 41.9% of targetMediumThe Centre's fiscal deficit reached 41.9% of its 2026-27 target by August, up from 38.1% last year. Total revenue was ₹13.7 lakh crore, with expenditure at ₹20.8 lakh crore, raising concerns about fiscal sustainability.
28 SeptSENSEX and NIFTY50 decline on broad-based selling pressureHighThe SENSEX declined 1,124 points to 72,772, while the NIFTY50 fell 360 points to 22,780 due to selling pressure in major stocks like HDFC Bank and Reliance Industries. Rising crude oil prices and drought concerns added to investor worries.
26 SeptHDFC raises $1.8B in landmark US private placementHighHDFC raised ₹176.9 billion (about $1.8 billion) in its first US private placement, comprising ₹100 billion in equity and ₹36.93 billion in debt. The funds will enhance liquidity during COVID-19 and support business growth.

Input costs rise for FMCG and aviation sectors

Related