Energy & Adhesives: Weathering the Monsoon & Tariff Winds |

NTPC

&

PIDILITIND

As India heads into monsoon season, two sectors stand at interesting crossroads: Energy & Adhesives. With rising tariffs on imported solar equipment, and delayed monsoons in parts of India, the pressure is building on renewables. However, thermal and hydro players may see a seasonal boost in demand, especially in rural areas where cooling and irrigation needs spike. 📌 Stock in Focus:

India’s largest power generator could benefit from higher power demand during humid months and tariff protection on imports supporting domestic projects. 🧪 Adhesives Sector – Stickier Margins This Season? The adhesives segment, especially in construction and consumer packaging, is closely linked to monsoon-driven infrastructure activity. A normal monsoon bodes well for rural consumption and real estate, both demand drivers for adhesives. 📌 Stock in Focus: The Fevicol maker stands to benefit from a pick-up in housing, rural repairs, and agri-product packaging as monsoon boosts disposable income and rural demand.