India’s economy is closely tied to the monsoon cycle, with agriculture, rural demand and price stability all depending on favourable rainfall. With early onset and above-average monsoon conditions already recorded in 2025, certain sectors and stocks have historically benefited from this trend.
The India Meteorological Department reported that average monthly rainfall in May 2025 across India and Central India stood at 100.9 mm — the highest since 1901. This early and abundant monsoon signals a positive development for sectors tied to agriculture, transportation and consumer goods.
Favourable weather is likely to aid kharif sowing, rural consumption and price stability, with ripple effects across multiple industries.
This list shows how companies linked to the monsoon have performed in recent years, reflecting how well they have benefited from seasonal demand
Companies in the agriculture sector have traditionally benefited from good rainfall through increased demand for seeds, fertilisers and related infrastructure.
Over the last 3 years, Coromandel International share price has surged by 156%. The company operates in the fertiliser and crop protection segment and stands as a major monsoon beneficiary.
Kaveri Seed share price also posted a return of 156% during the same period, boosted by increased agricultural activity and seed demand.
FMCG companies often see improved volume growth driven by higher rural spending during good monsoon years.
Nestlé share price delivered a 44% return over the 3-year span, as rural penetration and product demand remained steady.
This Tata Group stock, Tata Consumer Products share price posted a gain of 46%.
Godrej Consumer share price delivered a 63% rise in stock price over 3 years, supported by rural consumption and new product launches.
Auto manufacturers with a strong rural footprint often benefit during favourable monsoon cycles, especially 2-wheeler and tractor makers.
M&M share price gained 197% in over 3 years. M&M is a major tractor and SUV maker.
TVS Motor share price emerged as a top gainer with an impressive 263% return in the past 3 years.
Maruti Suzuki share price saw a 57% rise, driven by growing vehicle sales in both urban and rural areas.
Bajaj Auto share price recorded a 125% gain over the same period, in line with broader industry trends.
Hero MotoCorp, another rural-focused 2-wheeler brand, gained 70% in 3 years.
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The last 3 years have seen notable gains in sectors directly and indirectly tied to monsoon outcomes. With India experiencing record agricultural production and stable commodity prices, companies operating in agriculture, consumer goods, and automotive sectors have delivered strong equity performance, with 2-wheeler stock TVS Motor gaining over 260%.
Disclaimer: This blog has been written exclusively for educational purposes. The securities or companies mentioned are only examples and not recommendations. This does not constitute a personal recommendation or investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.
Investments in the securities market are subject to market risks. Read all the related documents carefully before investing.
Published on: Jun 12, 2025, 1:14 PM IST
Team Angel One
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