El Nino impact: Which stocks will burn & which will fire up as market braces for heat wave

India faces a strong El Niño, threatening below-normal rainfall and impacting agriculture. While rural-linked sectors like two-wheelers and FMCG may see a slowdown, demand for thermal power and cooling products is expected to rise. Export-oriented IT and pharma, along with utilities, are likely to remain resilient.

Apr 24, 2026 - 09:00
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El Nino impact: Which stocks will burn & which will fire up as market braces for heat wave
India faces a strong El Niño, threatening below-normal rainfall and impacting agriculture. While rural-linked sectors like two-wheelers and FMCG may see a slowdown, demand for thermal power and cooling products is expected to rise. Export-oriented IT and pharma, along with utilities, are likely to remain resilient.

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