India Inc throttles up Middle East capacity to 90% as ceasefire unlocks export rebound

AWL, Parle, Dabur, Marico, Maruti, JCB and Havells are scaling Middle East operations from 45-50% conflict-era utilisation to 90%, betting on freight normalisation, a $100/tonne war-surcharge rollback, 5-9% staples price drops and reconstruction-led demand.

— Source publishedTue, 16 Jun, 2026, 08:54 IST·First seen Tue, 16 Jun, 2026, 10:21 IST·Source ET Retail

What happened

AWL Agri Business · Indian FMCG, auto and construction-equipment exporters including AWL, Parle, Dabur, Maruti, JCB and Havells are scaling up Middle East

Key facts

  • 90% capacity utilisation
  • 45-50% during conflict
  • 12% of Maruti overseas sales
  • $100/tonne war surcharge
  • 5-9% price decline
  • Rs 1,000 crore AWL exports
  • 4% Marico revenue
  • 35% Dabur international
  • 40% Havells exports

Why this matters

Lock in distribution, warehousing and JV capacity across the GCC before peers crowd the reconstruction-led FMCG and auto demand window.