Electric two wheeler makers are bracing for margin pressure and possible price hikes as raw material costs jump and supply chains stay disrupted. Geopolitical tensions are intensifying the hit on critical inputs like lithium ion cells. At the same time, rising global demand for AI infrastructure is tightening memory chip availability, leaving manufacturers scrambling and raising costs.
FMCG firms say the Gulf war has sparked sharp, widespread jumps in raw material costs. To respond, companies are tightening budgets and moving to daily price surveillance, signaling frequent price changes across categories. Analysts warn this could strain the fragile consumer spending recovery that was boosted by recent tax reductions.
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D2C luggage startups including Mokobara, Nasher Miles, and Uppercase are under pressure as raw material costs jump 35% to 50% amid conflict-linked disruptions from West Asia. With margins squeezed, these firms may seek new capital and restructure costs, which could curb their aggressive customer acquisition and alter growth forecasts.
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