Indian companies operating in West Asia are pulling back amid geopolitical tensions. Major consumer brands including Britannia, Godrej, Dabur, and Marico are scaling back expansion plans as the region faces significant disruptions. Business declines of 30 to 40 percent have been reported, while container shipping costs have surged fivefold since the US-Israel-Iran conflict began. Companies typically derive 5 to 20 percent of revenue from West Asia operations. iD Fresh Food and Rasna Group are recalibrating investments and taking a cautious approach to capital expenditure. Manufacturing disruptions, consumer migration, and elevated logistics costs are forcing Indian firms to diversify supply chains and maintain higher inventory buffers.
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