The article explores how EPCs in India’s expanding chemical and infrastructure sectors can overcome persistent efficiency challenges through digital integration. It dives deep into the issues caused by data fragmentation from siloed tools across FEED, construction and operations stages, leading to data loss, rework and cost overruns.

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The post Enhancing EPC Efficiency from FEED to O&M Stages with Digital Twins appeared first on Avalon Consulting.

He highlighted that while many firms saw profits dip due to rapid expansion, the market now rewards a balanced approach. As long as core businesses stay profitable and new verticals continue to scale, these companies will remain compelling for investors.

Read here- https://www.moneycontrol.com/news/business/companies

The post Burn to Earn: boAt, Licious, Urban Company lead the D2C shift towards profitable growth appeared first on Avalon Consulting.

He highlighted rising health awareness, renewed interest in traditional remedies, and higher marketing spends as key growth drivers. However, he pointed out that taste, format, and lack of targeted benefits limit appeal among younger consumers, and while startups are trying gummies and RTD formats, their impact remains modest.

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The post Riding the wellness wave appeared first on Avalon Consulting.

The article explores how India can navigate the evolving global trade landscape following the U.S. decision to impose steep reciprocal tariffs. With India facing some of the highest tariff rates – around 50% in key export sectors such as textiles, engineering goods, chemicals, and electronics. The authors analyze the direct and indirect impact on India’s economy.

On April 2, 2025, what is marked as the Liberation Day in the USA, President Donald J. Trump unveiled a new trade policy, imposing a blanket 10% tariff on all imports and additional reciprocal tariff on 180 countries including India, which was among the hardest hit, facing retaliatory tariffs of 26–27 percent, which later raised to 50%.

The Trump administration justified the moved to impose reciprocal tariffs by arguing that the US had long been exploited by the foreign countries through unfair trade practices.

Impact of US Tariffs on India’s Economy

Break-up of India’s Exports by Country, 2024 (USD Bn)

Source: Trademap

In 2024, India exported $81 billion worth of goods to the US which accounted for 20% of the total exports, making it one of the key trading partners for India. By comparison, the UAE which is the second largest export market for India accounted for just 8%.

Engineering goods, Gems & Jewellery, Chemicals, Textiles and Electrical goods are among the key commodities exported, together they made up $53.1 billion, accounting for about 60% of the India’s total shipment to the US.

With tariffs raising the consumer prices the demand for the final goods is expected to shrink as these goods tend to be highly elastic and thus particularly sensitive to price changes.

There will also be an Indirect impact from supply chain disruptions, which will further amplify the overall impact of the tariffs.

A decline in India’s participation in the global value chains (GVC) could make it less attractive to foreign investors and is likely to deter investment in the export-oriented sectors

Sector-wise Implications

Sectoral Breakdown of India’s Exports to the US, 2024 (USD Bn)

Source: Trademap

India exported $116.5 billion worth of engineering goods in FY25, making up 27% of the total exports. The US was the largest market with a 16%, more than twice that of the second largest at just 7%.

Infact among India’s top 9 export sectors by value, the US is the largest market for 7 sectors which underscores how heavily Indian exporters are dependent on the American market.

Tariff Competitiveness Across Sectors and Alternate Suppliers
Textiles

Source: PHDCCI Research Bureau Analysis

Chemicals: India primarily exports intermediate chemicals though much of this trade is in commoditized products with limited value addition

Electrical and Electronic Equipment: The sector remains heavily dependent on imported subcomponents, while Chinese manufacturers can absorb higher tariffs others are being squeezed between rising import costs and declining export competitiveness.

Source: PHDCCI Research Bureau Analysis

Engineering Goods: The sector is strongly export-dependent on the U.S. and B2B buyers are expected to shift toward suppliers from FTA partner countries.

Source: PHDCCI Research Bureau Analysis

Article of Steel: In addition to reciprocal tariffs steel imports are also subject to Section 232 duties which can exceed 50%.

Source: PHDCCI Research Bureau Analysis

Pharmaceutical Products: They are essential goods; their demand is inelastic and hardly changes with change in prices. The U.S. still depends heavily on India for these medicines and generic drugs are exempted from trade restrictions.

Source: PHDCCI Research Bureau Analysis

Indian Exporters can mitigate the impact of tariffs by:

1. Diversifying exports market by redirecting trade volumes from the US towards the emerging markets and leveraging on the recently concluded free trade agreement (FTA) with the UK, advancing talks with the EU and the reviving negotiations with the GCC
2. Prioritizing exports of value added and intermediate goods, particularly in areas where US demand is growing. These goods are generally subject to lower duties than finished goods, due to tariff-escalation patterns, which could help cushion the blow of tariff hikes
3. Lowering the costs of raw materials especially in labour and resource intensive sectors such as apparel, chemicals and electronics. This can be achieved by sourcing raw materials locally, reducing production waste, improving energy efficiency, investing in R&D and process technology and developing shared facilities

At the policy level the Indian government can respond by:

1. Negotiating product specific exemptions, by offering targeted deals such as zero for zero tariffs on steel and auto parts to shield the most vulnerable exports sectors. At the same time expanding production linked incentive could make India a more attractive destination for US manufacturers and bolster investment
2. Strengthening India’s role as a China+1 alternative, to attract Asian importers particularly from Vietnam or Philippines, offering them a way to sidestep higher regional tariffs they currently face
3. Shielding the robust services exports could help the country weather global trade tensions and prevent disruptions from spilling over into IT, GCCs and BPOs

India faces one of the highest tariff rates around 50% across multiple sectors which is likely to reduce demand for Indian goods in the US market. These products will become less competitive compared to domestically produced goods or imports from alternate suppliers such as Mexico, Bangladesh, and Vietnam. As a result, Indian exporters with significant exposure to the US will need to diversify their markets and focus on value added exports to maintain their global competitiveness

The post How India can Navigate Geo Political Situation on Import Tariffs appeared first on Avalon Consulting.

He discussed Lahori’s flexible expansion model, which leverages spare plant capacities instead of dedicated ones, enabling rapid scale-up, local flavor adaptation, and efficient logistics—advantages that MNCs typically lack.

Read here- https://lnkd.in/dVcSkUpq

The post Comments on Lahori Zeera’s Revenue Targets & GCC Expansion appeared first on Avalon Consulting.

Vivek Prasad, Executive Director at Avalon Consulting, was invited as a panelist at the Confederation of Indian Industry Industrial Transformation 2025 Conference in New Delhi.

He shared insights on Make in India, Industry 4.0, defense indigenization, and ESG integration to advance India’s manufacturing ecosystem for 𝐈𝐍𝐃𝐈𝐀@𝟐𝟎𝟒𝟕.

Read here: https://www.linkedin.com/feed/update/urn:li:activity:7382022057326415872

The post CII Conference on Industrial Transformation 2025 | Vivek Prasad, Avalon Consulting appeared first on Avalon Consulting.

He emphasized that growth in this segment will be driven by proactive brand activities and the introduction of differentiated, popular offerings that resonate with health-conscious consumers.

Read here- https://www.financialexpress.com/business/brandwagon

The post Comments on FMCG entry into alternatives for the health-conscious consumers appeared first on Avalon Consulting.

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The post From Noodles to EV’s: The story of VINFAST and its risky bid for success in India appeared first on Avalon Consulting.

Read here- https://lnkd.in/gAHz3QRW

They shared insights on how Labubu exemplifies modern hype by using scarcity, emotion, and community. Also, highlighted that lasting hype needs timing, value, and engagement to avoid consumer fatigue.

The post There Once Was a Labubu – Dissecting the Mechanics of Modern Hype and the Attention Economy appeared first on Avalon Consulting.

He shared that short-term price hikes will be absorbed long-term, keeping the outlook positive, and about driver hiring challenges, while raw material cost impacts remain minor versus demand-driven growth.

Read more- https://lnkd.in/ggkHQMaS

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The post Impact of Regulatory & Commodity cost changes on Vehicle Pricing & Demand appeared first on Avalon Consulting.

He talked about Tata’s acquisition making it more global through IVECO’s footprint, though gaps remain in US/China and the business may operate separately with limited tech sharing.

Read here- https://lnkd.in/dDTwSkt9

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The post Beyond India: Tata Motor’s Calculated Play for Global CV Dominance appeared first on Avalon Consulting.

He talked about how digital marketing helps brands reach niche audiences cost-effectively, enabling faster growth for D2C brands through targeted acquisition and trials.

Read here- https://lnkd.in/grYscbqi

The post Comments on D2C Skincare Brand’s Revenue Growth appeared first on Avalon Consulting.