India’s FMCG makers expect high single-digit volume growth in 2026 as GST 2.0/tax reliefs and benign commodities ease costs and revive urban demand. Executives flag gross-margin expansion → higher ad spends, selective premiumisation (quality, wellness) and a bigger role for quick commerce/omnichannel.

Emami’s Harsha Vardhan Agarwal calls 2026 “more favourable” on easing inflation and capex support; Godrej Consumer’s Sudhir Sitapati still finds volume growth (4–5%) lagging GDP (7–8%), but expects GST and income-tax cuts to lift demand, especially urban foods. Marico’s Saugata Gupta dubs 2025 a “decisive transformation” year, setting up H2 FY26 for volume-led growth; Deloitte sees deeper e-com penetration, with quick/social commerce disrupting legacy routes.

DS Group cites ₹10,000-cr turnover and a healthy 2026 outlook; Grant Thornton expects capital to chase premium, wellness, home solutions, and supply-chain tech/Q-commerce infra. Net: margins up, growth broader—but watch monsoon risk, D2C/regional competition, and execution in media mix as traditional reach wanes.

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Smartphones + cheap data have pushed MSMEs in smaller cities online, and logistics is catching up fast. Think hyperlocal + last-mile networks, Gati-Shakti/Bharatmala corridors, and platforms like IndiaMART/Amazon/ONDC widening market access.

Result: 63% of e-commerce orders now come from Tier-II+; new hubs (Farukhnagar, Bhiwadi, Dadri, Greater Noida; the Mumbai–Pune–Nashik belt) pair low land costs with modern warehousing.

On the floor, AI/IoT/cloud are improving demand forecasts, routes and inventory, with networks serving 50,000+ towns/villages daily.
The catch: many MSME chains still run manual/fragmented ops due to skills, capex and financing gaps.

Yet by 2027, online-active MSMEs could rise from 6 million → 15 million, adding ~7 million jobs and lifting exports—making Tier-II/III pivotal to next-gen supply chains.

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When you move a box of T-shirts late, it’s a service failure. When you move a box of vaccines or critical drugs late, or at the wrong temperature, it’s a health risk. MOVIN, the JV between InterGlobe Enterprises and UPS, is betting that this difference is big enough to demand a dedicated healthcare logistics vertical for India.

The new business, MOVIN Healthcare, is built around four realities of India’s healthcare supply chain:

• Tight temperature bands. Shipments need to stay at 2–8°C, 15–25°C, or deep frozen (–80 to –20°C) end-to-end, including on tarmacs, in hubs, and at handovers.

• High value and high liability. Pharma, MedTech, diagnostics and clinical trial cargo carry both high monetary value and regulatory/brand risk.

• Time sensitivity. Many movements are either time-critical (Next Flight Out for emergencies) or sequence-critical (scheduled surgeries, lab turnarounds).

• Fragmented ecosystem. Today’s healthcare supply chain in India is split across generalist 3PLs, hospital teams, and fragmented local carriers with varying standards.

MOVIN’s answer is to treat healthcare as a vertical, not just a segment. The setup described in the article has:

• Dedicated healthcare operations with trained staff, SOPs, and specialised handling at every touchpoint.

• End-to-end temperature-controlled capabilities across the three key bands, including packaging, storage, and linehaul.

• 24×7 control tower monitoring, real-time tracking, and proactive exception handling.

• Comprehensive carrier insurance and risk protocols tuned specifically for healthcare cargo.

The flagship product is Next Flight Out (NFO), a critical service for time-sensitive medical loads that combines priority uplift, special handling, and continuous tracking. What’s interesting is that MOVIN is not positioning this as a “premium niche”, but as the baseline for how serious healthcare logistics should operate in a market that’s expected to grow aggressively over the next decade.

The rollout strategy is staged: Phase 1 covers around 50 key healthcare markets with plans to expand pan-India. Rather than chase every lane, MOVIN is building depth where healthcare activity is dense, metros and major medical clusters, and using that to standardise processes and quality.

For supply chain and operations leaders in healthcare, three lessons stand out:

• Vertical specialisation matters. Trying to run pharma and e-commerce on the exact same processes and KPIs is a false economy.

• Control towers aren’t just dashboards. In this context, they are governance engines, who gets notified, what decisions are triggered, and how quickly contingencies are executed.

• Trust is the real product. The combination of compliance, temperature control, insurance and visibility is ultimately about one thing: giving hospitals and pharma companies the confidence to delegate logistics without fear.

As India’s healthcare system scales, MOVIN Healthcare is positioning itself as a reference architecture for what “good” looks like in critical logistics, and by doing so, raising the bar for the entire sector.

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Centrum expects a gradual consumer rebound led by FMCG and a standout jewellery quarter. It pegs FMCG revenue up ~6.6% YoY (≈4% volume) on GST normalization, restocking and softer inflation, with modest margin expansion. Jewellery is tipped to “shine” with a sharp topline jump, helped by the gold-price rally and festive buying. Overall, staples outpace discretionaries near term, with recovery broadening into H2 FY26.

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At the India–Jordan Business Forum in Amman, PM Narendra Modi urged Jordanian investors to partner India in building trusted, diversified supply chains, proposing to double bilateral trade to $5 bn in 5 years.

He flagged collaboration in digital public infrastructure, fintech, health-/agri-tech, renewables, desalination and water recycling, positioning Jordan as a hub for West Asia & Africa alongside India’s scale. Modi also highlighted India’s 8%+ growth and path to become the world’s No. 3 economy, inviting co-investment across pharma, cold chains, food parks, autos and green mobility.

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India’s logistics playbook was built around big sheds on the outskirts of cities. That model worked when e-commerce meant 3–5 day delivery, traffic was manageable, and secondary distribution could be planned in bulk. That world is gone.

Today, Indian consumers expect same-day or next-day delivery of everything from groceries and pharma to fashion and electronics. At the same time, congestion, tolls, and urban restrictions are pushing up last-mile costs. The traditional “one big DC + long stem routes” design is now a structural handicap.

The article on urban micro-warehouses argues that the answer isn’t just “more warehouses”, it’s smaller, smarter, closer. Operators are setting up 2,000–10,000 sq. ft. micro-nodes inside city catchments, positioned a few kilometres from demand instead of 25–40 km away. The inventory strategy is sharply focused: only high-velocity SKUs and critical assortment that drives most orders make it into these nodes; the long tail stays at mothership facilities.

This creates a different operating DNA. Instead of once-a-day large replenishments, micro-warehouses run on high-frequency, low-volume flows. Inbound movements are more frequent, pick faces are smaller, and labour planning is tighter. The trade-off is clear: slightly more complexity at the centre in exchange for faster, cheaper last mile and better service levels.

Technology is the real orchestrator. The piece highlights how brands and 3PLs are investing in:

• Real-time inventory visibility across all nodes, not just central warehouses

• AI/ML-based demand forecasting at pin-code or micro-cluster level

• Smart slotting and space utilisation to squeeze productivity out of small footprints

• Dynamic routing and dispatch planning so riders and vehicles serve dense clusters without dead kilometres

The risk, of course, is fragmentation. Too many micro-nodes without a strong control layer can create inventory imbalances, write-offs, and operational chaos. The author calls this the “micro-warehouse trap”: you win on speed but quietly lose on working capital and per-order cost.

For CXOs, the takeaway is nuanced:

• Treat micro-warehouses as a network design decision, not a marketing stunt.

• Start with a few cities and very clear selection logic (which SKUs, which neighborhoods, what SLA uplift you’re targeting).

• Ensure there is a single brain, a control tower that sees demand, orders, inventory, and fleet across all nodes and can rebalance fast.

The core message: in Indian metros, distributed capacity plus strong orchestration will beat monolithic DCs. Players who can design and run micro-warehouse networks with discipline will convert fast delivery from a cost drain into a sustained competitive advantage.

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At ET Manufacturing Conclave 2025, executives warned cost alone won’t keep India competitive. The ask: digitally visible, quality-driven, regulator-ready supply chains—especially as sourcing shifts closer to customers. Aerospace and electricals leaders flagged gaps in supplier tools, electrical-grade steel, and SME readiness, urging cloud-based digital packages and stronger process discipline. India’s demand tailwind is real, they said, but staying “China+1” will require data transparency and reliable delivery—or buyers may move to “India+1.”

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Teleflex Medical India faced a classic problem with high stakes: planners and sales teams were arguing about whether lost billing was due to stock unavailability or weak demand, but no one had a definitive view. Data sat in silos across SAP, DSX, SharePoint, and manual templates. Forecasts diverged from fiscal targets by almost 20%, and planners were drowning in reconciliation instead of decisions.

The India SCM team chose to treat data as infrastructure. They built an “Availability Matrix”, a daily-refresh Power BI layer fed from SAP HANA and SharePoint, consolidating forecasts, customer orders, in-transit stock, and on-hand inventory into one view. Instead of just showing stock levels, the matrix highlighted where orders were required despite healthy inventory, and where materials were needed despite a strong order book. It also projected monthly billing potential, making revenue risk and opportunity visible at SKU level.

In parallel, they redesigned the demand planning process around a multi-layer dashboard: fiscal variance tracking, demand evolution waterfalls, forecast loss trees, ABC–XYZ analysis, and exception-based SKU management. A monthly automated data pipeline replaced manual cut-paste exercises, standardizing inputs across India and rolling them up for APAC.

The transformation was as much cultural as technical. Cross-functional collaboration between Planning, Sales and Customer Service shifted reviews from opinion-heavy debates to data-driven action workshops. Early on, the system started surfacing real missed billing opportunities, quickly converting skeptics into champions.

The impact: 100% daily stock visibility, an 80% faster root-cause analysis of availability issues, improved forecast accuracy, especially in notoriously tricky C-class SKUs, and a dramatic gain in efficiency: supply chain cost per revenue fell from ~7.0% to ~3.5%, with no increase in headcount. Teleflex’s India team effectively turned a fragmented, reactive planning process into a scalable, analytics-led supply chain operating model.

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Mint’s Company Outsider column states that many Indian firms were blindsided by risks that were hiding in plain sight. Four patterns stood out:

• Treating rule changes as “paperwork,” not capacity shocks. Airlines planned winter schedules without fully modelling the new pilot duty/rest rules—then scrambled as rosters broke and flights were cancelled, forcing pay resets and temporary relaxations. Lesson: build regulatory stress-tests into ops, not PR plans.

• Single-point supply chains that everyone knew were brittle. China’s curbs on rare-earth magnets exposed EV/auto dependencies; even after 2024–25 warnings, many buyers lacked alternates or buffers. India’s late push to stand up domestic magnet capacity is a start, but firms need dual tech/vendor pathways and recycling pipelines.

• ESG as slides, not systems. Companies over-indexed on claims while under-investing in product-level traceability and compliance ops—leaving them vulnerable when regulators and platforms tightened scrutiny. (The column’s broader point: governance must fund “measurement plumbing,” not just messaging.)

• Succession and key-person risk underplayed. Several promoter-led firms drifted on execution because boards didn’t force hard timelines and contingency drills, the piece notes.

Playbook for 2026 (implied by the column + recent events):

• Put regulatory stresses (duty-time, safety, tax, data) into quarterly scenario runs; pre-commit capacity/crew buffers and trigger thresholds.

• Build second sources for critical inputs; for magnets/semis, align with India’s localisation schemes but also lock friend-shored contracts to bridge the gap.

• Shift ESG from deck to data: SKU-level emissions/traceability and audit trails that survive platform or regulator checks.

• Treat succession like cyber: run table-top drills, publish timelines, and tie leadership KPIs to risk anticipation, not only crisis response.

Net message: Indian companies excel at firefighting; 2026 will reward those that budget for foresight and redundancy before the spark.

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