•India's alcoholic beverage industry faces severe cost pressures and supply risks due to escalating Gulf tensions, impacting energy and global supply chains.
•Industry bodies CIABC and BAI warn of margin erosion, supply constraints, and reduced state excise revenues without timely price revisions.
•Packaging materials like PP, HDPE, and PET resin have seen hyper-inflationary increases (31-40%) due to crude oil links and supply disruptions.
•Energy costs, including Brent crude, aluminum, coal, and LNG, are surging, affecting glass manufacturing and overall production expenses.
•Brewers face 12-15% cost increases, with glass bottles up 20% and paper cartons nearly 100%, leading to potential summer supply shortages if prices aren't adjusted.
