[🇮🇳] Indian Economy watch- All new developments.

[Krishna with Flute]

India sees Asia's biggest earnings downgrades as US tariffs loom​

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Garment workers stitch clothes at a textile factory in Noida, India, July 31, 2025. Photo: Reuters

Indian companies have seen the steepest earnings downgrades in Asia, with analysts slashing forecasts as steep U.S. tariffs heighten risks to growth even if proposed domestic tax cuts help cushion the impact.

According to LSEG IBES data, forward 12-month earnings estimates for India's large and mid-cap firms have been cut by 1.2% in the past two weeks, the sharpest in Asia.

India's economy is largely domestic and firms which are part of the Nifty 50 index (.NSEI), opens new tab earn only 9% of revenue from the U.S. but the tariff hike to as high as 50% on exports to the world's largest economy presents a risk to economic growth.

Analysis by MUFG indicates that a sustained 50% tariff could cut India's GDP growth by 1 percentage point over time, with the biggest hit to employment-sensitive sectors such as textiles.

Looking to buoy domestic consumption, Indian Prime Minister Narendra Modi recently announced sweeping tax reforms to boost the economy in the face of a trade conflict with Washington.

"It's a little bit of an interesting time given what's happened with the tariffs that have been imposed on India," said Raisah Rasid, global market strategist at J.P. Morgan Asset Management.

Valuations are still elevated and "we could potentially see the tariff triggering a broad valuation re-rating downwards and make some of the domestic oriented stocks attractive," she said.


Earnings growth for Indian companies has been in single-digit percentages for five consecutive quarters, below the 15%–25% growth seen between 2020–21 and 2023–24.

Following the April-June earnings announcements, forward 12-month net income forecasts for automobiles and components, capital goods, food and beverages, and consumer durables sectors saw the deepest cuts in earnings estimates, each down about 1% or more, the data showed.

The government's plans to lower consumption taxes are also expected to boost the country's GDP growth. Economists at Standard Chartered pencil in a boost of 0.35-0.45 percentage points in the fiscal year ending in March 2027.

India's real GDP growth averaged 8.8% between fiscal 2022 and 2024, the highest in Asia-Pacific. It is projected to grow at 6.8% annually over the next three years.

Bank of America's latest fund manager survey shows that India has tumbled from the most-favoured to the least-preferred Asian equity market in just two months.

"After disappointing earnings growth of only 6% in 2024, the pace of recovery remains sluggish in 2025, as indicated by both the economic growth parameters and corporate earnings," said Rajat Agarwal, Asia equity strategist at Societe Generale.

Ofcourse, when tariff is imposed, some companies will be affected. US companies too are affected by India's counter measure.

https://www.reuters.com/business/aerospace-defense/india-pauses-plans-buy-us-arms-after-trumps-tariffs-2025-08-08/

 

[Krishna with Flute]

Airbus partners with Tata for Make in India choppers, to roll out by 2027

Airbus partners with Tata for Make in India choppers, to roll out by 2027
Airbus Helicopters, in partnership with Tata Advanced Systems, is setting up a final assembly line for the H125 utility helicopter in Karnataka, marking a significant step under the Make in India initiative. The first 'Made in India' H125 is expected to be delivered by early 2027, with plans for exports across the South Asian region.

The H125 is a member of Airbus' Ecureuil family, which has accumulated more than 40 million flight hours worldwide. It can operate in high-and-hot and extreme environments and can be easily reconfigured for aerial work, firefighting, law enforcement, rescue, air ambulance, passenger transport, and many others.

The H125 is the only helicopter to have landed on Mount Everest, demonstrating its agility in operating in high altitude, extreme environments.

According to Airbus, plans include a military version, the H125M, to be offered out of this Indian factory with high levels of indigenised components and technologies. The delivery of the first H125 is expected in early 2027.

"India is an ideal helicopter country. A 'Made in India' helicopter will help develop this market and position helicopters as an essential tool for nation-building," said Jurgen Westermeier, President and Managing Director, Airbus India and South Asia. "We are extremely glad to be adding this new chapter to our multi-faceted relationship with our trusted partners Tata."


Related video: India's New Flying Machine | The Airbus C295: Specifications (WION)

Now, the final assembly line plant in Vadodara will manufacture

WION
India's New Flying Machine | The Airbus C295: Specifications

"Tata Advanced Systems is proud to be the first private sector company in India to build helicopters. This will bolster both civil and defence requirements. This is our second FAL in collaboration with Airbus," said Sukaran Singh, Chief Executive Officer and Managing Director, Tata Advanced Systems Limited.

Tata Advanced Systems aims to undertake manufacturing and testing of H125 helicopters including assembly, integration and testing of structural mechanical, electrical systems and components into a complete helicopter and final flight tests required before the delivery of the helicopter to customers.

The 'Made in India' H125 helicopters can be used for important services like emergency medical flights, disaster relief, tourism, and law enforcement.

Airbus' relationship with India began more than 60 years ago on the back of an industrial collaboration agreement with the Hindustan Aeronautics Limited to produce the Cheetah and Chetak helicopters.


The H125 FAL is the second Airbus aircraft assembly plant Tata Advanced Systems is building in India, after the C295 military aircraft manufacturing facility in Vadodara, Gujarat.

Airbus sources components and services worth about USD 1.4 billion every year from India, including complex systems such as aircraft doors, flap-track beams and helicopter cabin aerostructures.

MSN

 

[Krishna with Flute]

Climate change heightens risk of Indian farmer suicides

On a small farm in India’s Maharashtra state, Mirabai Khindkar said the only thing her land grew was debt, after crops failed in drought and her husband killed himself.

www.newagebd.net

Climate change heightens risk of Indian farmer suicides
Agence France-Presse . Beed, India 09 June, 2025, 20:01

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Farmers plant rice saplings in a field on a hot summer day on the outskirts of Amritsar, June 9, 2025. | AFP photo.

On a small farm in India’s Maharashtra state, Mirabai Khindkar said the only thing her land grew was debt, after crops failed in drought and her husband killed himself.

Farmer suicides have a long history in India, where many are one crop failure away from disaster, but extreme weather caused by climate change is adding fresh pressure.

Dwindling yields due to water shortages, floods, rising temperatures and erratic rainfall, coupled with crippling debt, have taken a heavy toll on a sector that employs 45 percent of India’s 1.4 billion people.

Mirabhai’s husband Amol was left with debts to loan sharks worth hundreds of times their farm’s annual income, after the three-acre (one-hectare) soybean, millet and cotton plot withered in scorching heat.

He swallowed poison last year.

‘When he was in the hospital, I prayed to all the gods to save him,’ said 30-year-old Mirabai, her voice breaking.

Amol died a week later, leaving behind Mirabai and three children. Her last conversation with him was about debt.

Their personal tragedy is replicated daily across Marathwada, a region in Maharashtra of 18 million, once known for fertile farmland.

Last year, extreme weather events across India affected 3.2 million hectares (7.9 million acres) of cropland -- an area bigger than Belgium -- according to the New Delhi-based Centre for Science and Environment research group.

Over 60 percent of that was in Maharashtra.

‘Summers are extreme, and even if we do what is necessary, the yield is not enough,’ said Amol’s brother and fellow farmer Balaji Khindkar.

‘There is not enough water to irrigate the fields. It doesn’t rain properly.’

Between 2022 and 2024, 3,090 farmers took their own lives in Marathwada, an average of nearly three a day, according to India’s Minister of Agriculture Shivraj Singh Chouhan.

Government statistics do not specify what drove the farmers to kill themselves, but analysts point to several likely factors.

‘Farmer suicides in India are a consequence of the crisis of incomes, investment and productivity that you have in agriculture,’ said R. Ramakumar, professor of development studies at the Tata Institute of Social Sciences.

Farming across many Indian smallholdings is done largely as it has been for centuries, and is highly dependent on the right weather at the correct time.

‘What climate change and its vulnerabilities and variabilities have done is to increase the risks in farming,’ Ramakumar said.

This ‘is leading to crop failures, uncertainties... which is further weakening the economics of cultivation for small and marginal farmers.’

The government could support farmers with better insurance schemes to cope with extreme weather events, as well as investments in agricultural research, Ramakumar said.

‘Agriculture should not be a gamble with the monsoon.’

Faced with uncertain weather, farmers often look to stem falling yields by investing in fertilisers or irrigation systems.

But banks can be reluctant to offer credit to such uncertain borrowers.

Some turn to loan sharks offering quick cash at exorbitant interest rates, and risking catastrophe if crops fail.

‘It is difficult to make ends meet with just farming,’ Mirabai said, standing outside her home, a tin-roofed hut with patch-cloth walls.

Her husband’s loans soared to over $8,000, a huge sum in India, where the average monthly income of a farming household is around $120.

Mirabai works on other farms as a labourer but could not pay back the debt.

‘The loan instalments piled up,’ she said, adding that she wants her children to find jobs outside of farming when they grow up.

‘Nothing comes out of the farm.’

The agricultural industry has been in a persistent crisis for decades.

And while Maharashtra has some of the highest suicide rates, the problem is nationwide.

Thirty people in the farming sector killed themselves every day in 2022, according to national crime records bureau statistics.

At another farm in Marathwada, 32-year-old farmer Shaikh Imran took over the running of the family smallholding last year after his brother took his own life.

He is already more than $1,100 in debt after borrowing to plant soybean.

The crop failed.

Meanwhile, the pop of explosives echoes around as farmers blast wells, hoping to hit water.

‘There’s no water to drink,’ said family matriarch Khatijabi. ‘Where shall we get water to irrigate the farm?’​

India learns from each and every crisis. Maharashtra used to face huge water crisis in farming sector. Farmers moved to Organic farming and Khet Talavadi and sorted out the issue. A silent revolution has taken place in the villages of India. The places, where one crop was difficult to manage, farmers are taking two crop per years because of organic farming, one acre 5 lakh Income model of Subhash Palekar farming method. Organic food is sold at premium and farmers are earning handsome amount of money from organic farming. Indian farmers have invented no fertilizer high yield farming. Indian agriculture is witnessing lots of innovation which are more than innovation in whole world put together.

 

[Krishna with Flute]

India Strikes Big: Huge Gas Reserves Found In Andaman Sea​

https://www.patralok.com/india-strikes-big-huge-gas-reserves-found-in-andaman-sea/
Image Used only for Illustrative Purposes. Photo by Arvind Vallabh on Unsplash
India has achieved a significant milestone in its search for energy resources. On September 27, 2025, Union Petroleum Minister Hardeep Singh Puri announced natural gas discoveries in the Andaman Sea with 87% methane. This marks the first-ever confirmation of hydrocarbons in this area, and experts believe it could help the nation on the road to energy independence.

The announcement has generated a lot of excitement due to prospective benefits for both India’s economy and its future energy security. ONGC and OIL are leading exploration efforts, with the oil discovery of 2 lakh crore litres potentially forthcoming from the same region.
The find was made in the Sri Vijayapuram-2 well about 17 kilometres off the east coast of the Andaman Islands. The well was drilled in water, which is now nearly 295 meters high, and was completed at a final depth of 2,650 meters below sea level. In the course of testing, scientists found traces of natural gas between 2,212 and 2,250 meters. In addition, gas flares confirmed the hydrocarbon flow.


The site gas samples were sent to Kakinada for testing. The laboratory reports showed that the gas contained nearly 87% methane, which is a high-quality fuel. However, as officials clarify, such evidence only proves the existence of gas and not the size and commercial potential of reserves available after being studied in detail.

Minister Puri clearly said that the find is an “ocean of energy opportunities” for India. He expressed how geologists have long thought that the Andaman basin has immense potential for hydrocarbons, the reason being that similar reserves are present in neighbouring states extending from Myanmar to Indonesia. The discovery has now confirmed the belief.

An ocean of energy opportunities opens up in the Andaman Sea!
Very happy to report the occurrence of natural gas in Sri Vijayapuram 2 well at a distance of 9.20 NM (17 km) from the shoreline on the east coast of the Andaman Islands at a water depth of 295 meters and target depth… pic.twitter.com/4VDeGtt8bt

— Hardeep Singh Puri (@HardeepSPuri) September 26, 2025

This discovery comes at an unexpected moment for India. Currently, the economy is burdened with almost 50% natural gas imports, which limits the use of gas and simultaneously makes India dependent on global price changes. If Andaman reserves prove enough, India would not rely on imports and continue developing domestic production. Also, it will complement the government’s approach toward having a bigger part of natural gas in India’s energy mix, approximating 15% by 2030.

The discovery also complements the government’s new initiatives for promoting deep-water exploration. Prime Minister Narendra Modi, last week, launched the National Deep Water Exploration Mission, best known as Samudra Manthan. This mission intends to fast-track exploration of offshore areas and tap undetected resources beneath the sea. The Andaman success could persuade people to invest more in such projects.


Geologically, this basin is a part of the bigger Bengal-Arakan sedimentary system. The sedimentary system spans various countries and is already known to be hydrocarbon-producing. For decades, Indian scientists have estimated that the Andaman region could also have oil and gas. Now, with this discovery, India has real proof of its potential.

Oil India Reports First Hydrocarbon Occurrence in Andaman

Oil India Limited reports the occurrence of natural gas in its 2nd exploratory well Vijayapuram-2 in the Andaman Shallow Offshore Block AN-OSHP-2018/1 under OALP.

Preliminary testing has confirmed the presence of natural… pic.twitter.com/yl2UkgtAfa

— Oil India Limited (@OilIndiaLimited) September 27, 2025

The net economic impact of this discovery could be huge. Deepwater drilling is very expensive and technologically complex, demanding advanced and skilled know-how. Second, the Andaman fragile ecosystem will need strong environmental protection. This biodiversity-rich area requires that no diversity of marine life or local communities be harmed to develop any energy project.

Another issue is infrastructure. The Andaman Islands are far away from mainland India. This will take the company and the government a long time and lots of investment to set up pipelines or transport facilities. The government and companies will also have to very carefully plan the safe and economical way to bring the gas to markets.

The discovery, however, has provided a huge boost for India’s confidence in offshore exploration. Scientists will be carrying out more tests, seismic studies, and reservoir analysis to estimate total gas within the forthcoming months. It is also possible that more wells will be drilled to explore the full extent of the reserves. When all results are positive, India would then move into the development-production stage.

In fact, the discovery of natural gas in the Andaman Sea represents a historical moment in India’s energy history. It has been proven that untapped resources lie within offshore basins in the country, while continued exploration will pay huge dividends. There is a long way to go before extraction begins, but this find opens new doors for India’s dream of energy self-reliance. With planning, state-of-the-art technology, and stronger environmental safeguards, the Andaman discovery could become a backbone for securing India’s energy future.

India Strikes Big: Huge Gas Reserves Found In Andaman Sea

India has achieved a significant milestone in its search for energy resources. On September 27, 2025, Union Petroleum Minister Hardeep Singh Puri announced n...

www.patralok.com

 

[Krishna with Flute]

When king is saintly, you nation is showered with blessing. Gujarat was a drought prone state. Since Modi ji took charge as CM, Gujarat became drought free. Since he took charge as P.M. India became drought free and we are blessed with the discovery of 40 Tr USD of gold, 20 TR USD of oil and huge quantity of GAS, Lithium and Other rare earth materials. India is becoming prosperous with hard work, honesty, intellect and blessing of almighty. India should do lots of charity. Cows and Brahmins should be preserved so that we can get the blessing of almighty and India become heaven on earth.

Lithium reserves in India: 5.9 million tonnes Lithium resources found in Jammu Kashmir | India News - Times of India

India News: On February 9, the Geological Survey of India announced that lithium reserves have been found for the first time in India in Jammu and Kashmir (J&K).

timesofindia.indiatimes.com

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