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Consumer GoodsHigh impactMarket hours

Rupee decline raises consumer goods prices significantly

market hours1 source ↓written by the desknot a recommendation

against the US
90.47
previous low
90.42
in 2025
5.5%
price hike expected
5-7%
increase for refrigerators
3-5%

The rupee fell to 90.47 against the US dollar, surpassing its previous low of 90.42. This decline, over 5.5% in 2025, is set to increase costs for consumer goods, including white goods and smartphones. Companies are likely to pass on these higher import costs to consumers, impacting margins across sectors.

• 5-7% price hike expected for ACs

• 3-5% increase for refrigerators

The sustained currency depreciation is squeezing the durables industry, particularly in cooling categories.

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 12 Dec 2025, 10:23 IST.

Sourcesnews.google.com

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