War clouds on India's growth

For India Inc, particularly CFOs, the environment demands a shift in mindset. The last few years have been about growth, deleveraging, and capital efficiency. A prolonged geopolitical disruption calls for a pivot towards resilience. Balance sheet discipline becomes critical. Companies must reassess leverage, build liquidity buffers, and stress-test cash flows under adverse scenarios. Currency risk management will move to the forefront, especially for firms with unhedged exposures.

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