India CEO Agenda Q2 2026

What is commanding the attention of India's CEOs amid rising cost pressures and operational friction?


Charts     05 Nov, 2026

Inflation shoots to third position, while supply chain disruptions rise nine positions, amid rising cost and operational pressures

Chart showing the top priorities shaping India's CEOs in Q2 2026, with quarter-on-quarter changes in executive attention across inflation, commodities, market dynamics, geopolitical conflicts, AI, supply chains, regulatory changes, energy transition, macroeconomic conditions and consumer behaviour.

Kanvic’s CEO Agenda analyses what Indian CEO’s are talking about, highlighting the top topics on their minds every quarter.

The latest analysis reveals that C-suite attention is concentrated on market dynamics (up 45% quarter-on-quarter), commodities (up 54%), and a sharp rise in inflation (up 83%). Geopolitical conflicts (down 3%) and Artificial Intelligence & Machine Learning (up 31%) complete the top five, demonstrating how long-term expansion goals are being weighed against immediate external volatility.

Within these top five topics, distinct strategic imperatives emerge. For market dynamics, discussions remain firmly focused on capturing domestic demand and market growth. In parallel, active procurement hedging keeps commodities near the top of the agenda, while discussions on inflation covered both rising costs and what cooling inflation means for their product prices.

Further down the rankings, operational resilience and regulatory compliance have gathered substantial momentum. Supply chain disruptions recorded the second-fastest growth of the quarter (up 55% QoQ) as freight bottlenecks and logistical delays resurfaced. Regulatory changes (up 46%) also attracted greater management attention, highlighting the growing importance of regulatory developments for businesses. Meanwhile, energy transition (up 31%) remained a priority as companies continued to invest in renewable energy and emissions reduction.

Finally, macroeconomic perspectives and demand patterns reveal a more cautious tone as macroeconomic conditions (up 16% quarter-on-quarter) shows a gradual rise. Meanwhile, consumer behaviour (down 6%) saw a modest decline in mentions, reflecting a period of consolidation as leadership teams adapt to urban premiumisation alongside value-conscious spending across rural markets.

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