L&T, IndiGo among 30 listed companies exposed to the Middle East. Is your portfolio at risk?

March 3, 2026

More than 30 Indian listed companies across oil marketing, infrastructure, aviation, gas, fertilisers and consumer sectors face potential exposure to escalating Middle East tensions following US-Israel strikes on Iran. From crude-linked cost pressures to export risks and subsidy burdens, analysts warn that earnings visibility may weaken if disruption persists.

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