Branch² Intelligence

The week in charts: Slow kharif sowing, capex caution, clean energy milestone

IN · 2026-07-11

Key takeaway

Kharif sowing down 20.7% due to monsoon deficit, threatening agricultural output and rural demand.

Step 1Delayed monsoon reduces kharif sowing by 20.7% vs last year.
Step 2Lower crop output reduces farm incomes and rural demand for consumer goods and services.
Step 3Food inflation pressures RBI to maintain or hike repo rate, raising borrowing costs for SMEs.
Step 4Higher input costs (fertilisers, pesticides) and financing costs squeeze margins for agri-input SMEs and rural businesses.

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