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Global sugar prices slide on Brazil surplus, India outlook stable: ICRA

Analysis of this story by et_economy · 13 Mar 2026, 7:12 PM IST (about 2 months ago)

BULLISH(90%)
hold
+48.4BALRAMCHINDALMIASUGauto

AI Analysis

The Indian sugar sector is influenced by domestic production, government policies (like ethanol blending), and global price trends. Stability amidst global volatility is a key positive.

Trading Insight

Consider a bullish bias for Indian sugar companies, especially those with strong ethanol capacities.
Quick check: BALRAMCHIN neutral (-3.2% 1d), DALMIASUG neutral.

Key Evidence

  • Global sugar prices have plummeted due to surplus supply from Brazil.
  • India's domestic sugar sector remains stable.
  • India's production is projected to rise, with comfortable stock levels and stable operating margins expected for integrated sugar mills.
  • Ethanol blending progress and increased sugarcane prices are also noted.
  • Risk flag: Unfavorable monsoon or weather conditions impacting sugarcane yield

Affected Stocks

BALRAMCHINBalrampur Chini Mills Ltd
Positive

Stable domestic outlook, increased production, and ethanol blending progress support profitability.

DALMIASUGDalmia Bharat Sugar and Industries Ltd
Positive

Stable domestic outlook, increased production, and ethanol blending progress support profitability.

Sectors:auto

Sources and updates

Original source: et_economy
Published: 13 Mar 2026, 7:12 PM IST
Last updated on Anadi News: 13 Mar 2026, 8:20 PM IST

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