Rating agencies said that a prolonged US-Iran conflict could constrain the supply of oil, gas and fertilizers, triggering global supply shocks. Moreover, corporates could face a moderation in domestic demand and pressure on margins due to rising inflation.
Rating agencies warn of war-related risks to India Inc's credit quality in FY27
Rating agencies warn that a prolonged US-Iran conflict could disrupt global oil, gas, and fertilizer supplies, leading to supply shocks and inflationary pressures. Indian corporates face potential margin pressures, reduced domestic demand, and credit quality downgrades in FY27 due to these geopolitical tensions and economic constraints.