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West Asia tensions could hit India Inc margins without any actual fuel supply cuts
Economy
Published on 24 April 2026
Costs can soar even when supplies keep flowing
Rising West Asia tensions are putting India’s energy and logistics system under stress. The risk is not only supply stoppages, but the ballooning of freight and insurance costs that can squeeze corporate margins and widen deficits. While strong balance sheets provide some protection, long volatility may pressure earnings, capex plans, and the credit cycle.
- Even without supply cuts, freight and insurance costs can rise sharply
- Margin pressure and wider deficits are likely if volatility persists
- Strong balance sheets help, but earnings and capex could still face strain
- Extended disruption may ripple into India’s broader credit cycle
Read the full story at The Economic Times
This summarization was done by Beige for a story published on 
The Economic Times