Whalesbook
Dekho, West Asia mein jo conflict chal raha hai, uski wajah se PET, glass aur plastic jaise packaging ke liye zaroori materials ki kafi kami ho gayi hai. Ye material perfumes se lekar cereals tak sab cheezon ke liye zaruri hain. Ab Indian companies ko apne stock aur production plans ko double check karna pad raha hai. Companies ke paas generally 30-60 din ka stock hota hai, lekin ab woh bhi kam padne laga hai.
Radhika Ghai, jo Kindlife ki founder hain, unhone bataya ki ab companies lean stocking kar rahi hain aur sirf high-performing products par focus kar rahi hain. Lotus Herbals ke MD, Nitin Passi, ne bhi kaha ki ye scarcity cosmetics portfolio, jaise perfumes, serums aur creams ke packaging ko affect kar rahi hai.
Aur ye scarcity toh hai hi, upar se daam bhi badh gaye hain. 'The Whole Truth' ke mutabik, polymer rates mein toh 40% tak ki badhotri hui hai. Ye price hike aur material ki delivery time ko lekar uncertainty, jaise flexible aur PET packaging ke liye, companies ke liye badi problem ban gayi hai.
Aditya Bagri, Bagrry's ke group director, ne bataya ki sirf packaging nahi, balki imported dry fruits aur nuts jo unke cereals aur muesli ke liye critical hain, unki shipping mein bhi delays ho rahe hain.
Government ne thoda relief dene ki koshish ki hai. Unhone teen mahine ke liye kuch petrochemical products par waiver diya hai market ko stable karne ke liye. Lakshman K Iyer, jo Srichakra Polyplast ke CEO hain, unka kehna hai ki ye temporary relief hai, jisse companies apni supply chains ko gradually adjust kar payengi.
Lekin glass container manufacturers ke liye situation aur bhi complicated ho sakti hai. Hindusthan National Glass & Industries ne warning di hai ki fuel supply mein chote se chote interruption se bhi glass industry mein structural damage ho sakta hai aur recovery mein time lag sakta hai. Analysts ka anuman hai ki key petrochemical derivatives ki supply constraints months tak chal sakti hai, jisse packaged goods sector ke liye crisis lambi chalegi.