The recent spike in fuel and LPG prices is beginning to ripple across India’s consumption landscape, but the impact is far from uniform. While some sectors are seeing direct margin compression, others are relatively insulated due to pricing power, cost structure, or operational adjustments, according to Karan Taurani, EVP, Elara Securities in a conversation with ET Now.
At the heart of the concern is the second-order impact of geopolitical tensions in West Asia, which has filtered into fuel costs and supply chains, especially LPG availability and pricing.
