Good monsoon may drive 10–15% earnings growth in agri-linked sectors in H2 FY26: Report
India’s agrarian outlook has brightened significantly with the onset of the 2025 monsoon, marking a potential turning point for agriculture-linked and rural-facing industries. According to smallcase manager GoalFi, a strong monsoon—characterised by above-average intensity and widespread rainfall—could drive 10–15% year-on-year earnings growth in sectors like tractors, agri-inputs, rural non-banking financial companies (NBFCs), and consumer durables…
