FY27 Outlook: Geopolitical pressure and AI disruption set to reshape India Inc

April 2, 2026

Corporate India faces heightened uncertainty entering fiscal year 2026-27 due to geopolitical tensions and AI disruption. Sectors like banking anticipate gradual NIM recovery, while FMCG expects better earnings visibility. The IT sector grapples with AI concerns, and oil prices present a mixed outlook for the oil and gas industry.

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ICICI Bank secured approximately $17.88 billion via the RBI’s special swap facility. This mobilization provides the bank with substantial foreign-currency funding for loans. Loans extended

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