Household and personal care: Chokepoints and risks
Detergents, soaps, shampoos, skin and oral care, tissue and nappies for consumers
Chokepoints and risks
- Oleochemical surfactants depend on palm oil, about 83% of it from Indonesia and Malaysia (calculated), and on coconut oil, so export curbs or bad harvests move costs fast5.
- Fragrance supply sits mainly with four large houses, so a supply or price shock reaches almost every brand.
- LAB, plastics and packaging films track crude oil and naphtha prices.
- Plastic packaging rules and EPR targets raise costs for sachet-heavy portfolios in India.
- Indian volume growth has been modest (HUL 2% in FY25, 4% in FY26) while quick commerce and local brands compress margins4.