India opens duty-free raw sugar imports as supply tightness drives a 30% price jump

India has permitted duty-free imports of 10 lakh tonnes of raw sugar as weaker cane yields, pest damage, ethanol diversion and exports pressure domestic availability. The move follows a reported 30% monthly rise in sugar prices and could ease costs for food retailers and bulk buyers ahead of festival demand.

— Source publishedWed, 26 Aug, 2026, 21:19 IST·First seen Wed, 26 Aug, 2026, 21:27 IST·Source The Hindu BusinessLine

What happened

India sugar market · India has allowed duty-free imports of 10 lakh tonnes of raw sugar as lower cane yields, pest attacks, ethanol diversion and exports

Key facts

  • Duty-free import allowance: 10 lakh tonnes of raw sugar
  • South-West monsoon rainfall: about 13% below Long Period Average
  • Expected 2025-26 sugar output after ethanol diversion: about 279 lakh tonnes
  • Domestic sugar consumption: 280 lakh tonnes
  • 2024-25 sugar output: 262 lakh tonnes
  • February 2026 sugar export quota: 20 lakh tonnes
  • Sugar contracted for export before curbs: 7-8 lakh tonnes
  • Projected October 2026 opening stocks: 40 lakh tonnes
  • Domestic sugar prices rose: 30% in one month
  • Bulk-consumer sugar inventory cap: 15 days
  • Next crushing season requested to start by: October 15
  • Agriculture Ministry May 2026 cane-output estimate: 500 lakh tonnes
  • Potential actual cane output: 475 million tonnes or lower
  • Industry sugar-production estimate: 343 lakh tonnes
  • Likely actual sugar output range: 300-310 lakh tonnes

Why this matters

Companies with significant sugar exposure should prioritize supply agreements, import-channel partnerships and reformulation options rather than expect a one-off import quota to resolve longer-term availability constraints.