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Sameer Dalal warns Indian markets could lag as oil import costs jump and earnings cool
Economy
Published on 11 May 2026
US export tailwinds mask risks Indian firms face
Market expert Sameer Dalal says India’s markets face headwinds as crude oil prices lift import costs, unlike the US which can benefit from exports. He cautions that FMCG margins may have already peaked due to higher logistics expenses, and upcoming Q1 earnings could disappoint as input costs rise and economic activity slows.
- Rising crude oil prices increase India’s import bill
- Dalal says FMCG margins may have peaked
- Higher logistics and input costs could pressure Q1 earnings
- Slowing activity adds another drag on market sentiment
Read the full story at The Economic Times
This summarization was done by Beige for a story published on 
The Economic Times