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Coconut oil crashes 42% from July peak to ₹227/kg as Kerala arrivals surge

Coconut oil and copra prices have crashed from July 2025 record highs (₹393, ₹261/kg) to ₹227 and ₹131/kg in Kerala on bumper arrivals. Retail offtake remains weak as consumers stick to cheaper substitute edible oils.

More on Cochin Oil Merchants' Association

  1. COMA pushes Kerala for coconut trade rules to plug GST leakage, , The Hindu BusinessLine

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The numbers

Figures from The Hindu BusinessLine,

  • ₹191.75/kg oil TN
  • ₹127/kg copra TN

Why it matters for the brand

Distressed copra mills and mid-tier coconut oil brands in Kerala become attractive bolt-on targets at trough valuations, especially those with retail distribution that can be cross-leveraged into broader edible oil portfolios.

What to track next

  • Copra arrivals data from Kerala/TN mandis (weekly)
  • Marico Parachute volume growth print in Q2FY26 results
  • NAFED copra procurement tender notifications
  • Palm oil CIF India and import duty notifications
  • Retail MRP movements on 500ml/1L Parachute, Dabur Vatika SKUs
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  • Philippines coconut output and ENSO/typhoon disruption signals

Likely next moves

Our read of what comes next — analysis, not reported by the source.

  • Track Marico Q2FY26 commentary on Parachute gross margin and volume elasticity at lower copra
  • Monitor Kerafed/NAFED procurement announcements for copra MSP triggers
  • Watch palm oil import duty changes — any hike narrows substitution gap and aids coconut oil recovery
  • Screen for private-label coconut oil launches by D-Mart, Reliance Retail capitalizing on input crash

The source

Source Read the source at The Hindu BusinessLine

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