Business news · Economy · 30 Sept 2026
IN Fast Moving Consumer Goods Automobile and Auto Components Chemicals Power
IMD said the June-September southwest monsoon closed with a 12.6% all-India deficit: 759.4 mm against a normal of 868.6 mm, the lowest since 2015. South India got 76% of its long-period average and the east 74%. East and Northeast India had their lowest rainfall since 1901. Kharif sowing reached about 110.7 million hectares, only 1.2% below last year. Southern reservoirs were at 50% of live storage against 79% nationally. IMD sees October and October-December rain below normal, with El Nino peaking in November.
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 the first-order hit. The bigger exposure is the rabi season and southern states, where reservoirs are low. Low reservoir levels also matter for hydropower output and irrigation-linked power demand in those states. Weaker crops can also feed food inflation, which is relevant to the RBI's rate decision.
Reported by Business Standard — “2026 monsoon ends with nearly 13% rain deficit, worst since 2015: IMD” ↗ on 30 Sept 2026.
NSE stocks, from the last close on or before 30 Sept 2026 to the close on 15 Oct 2026.
| Sector | Stocks | Median move | Up | vs all stocks |
|---|---|---|---|---|
| Fast Moving Consumer Goods | 47 | +1.1% | 36 of 47 | +3.0 pts |
| Automobile and Auto Components | 52 | -3.5% | 9 of 52 | -1.6 pts |
| Chemicals | 47 | -2.8% | 19 of 47 | -0.9 pts |
| Power | 23 | -3.2% | 3 of 23 | -1.3 pts |
| All tracked stocks | 804 | -1.9% | 285 of 804 | — |
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