NIFTY23,4060.33%
SENSEX74,3460.41%
BANKNIFTY54,1860.88%
NIFTY IT29,3845.57%
PHARMA24,0870.33%
AUTO26,0930.05%
FMCG48,1241.01%
METAL13,5350.17%
REALTY762.601.39%
ENERGY40,1970.02%
NIFTY23,4060.33%
SENSEX74,3460.41%
BANKNIFTY54,1860.88%
NIFTY IT29,3845.57%
PHARMA24,0870.33%
AUTO26,0930.05%
FMCG48,1241.01%
METAL13,5350.17%
REALTY762.601.39%
ENERGY40,1970.02%

India's Monsoon Misses Its Mark, Raising Concerns About the Season's Strength

The India Meteorological Department (IMD) had predicted that the southwest monsoon would make its official landfall over Kerala on May 26, five days ahead of its usual June 1 onset date. However, the monsoon failed to materialize, leaving the country to wonder if the season will be weaker than expected.

As of May 25, the IMD had not met the three mandatory criteria required to officially declare a monsoon onset. At least 60 percent of 14 designated weather stations across Kerala must record 2.5mm or more of rainfall on two consecutive days, alongside specific wind direction thresholds at 925 hPa and outgoing longwave radiation levels dropping below 200 W/m² over the Indian Ocean. Despite heavy pre-monsoon showers in Kerala, the boxes were not ticked, and the IMD has revised its Kerala onset window to June 2–4.

The irony of the situation is that Kerala is not dry; it is receiving heavy pre-monsoon showers, with yellow alerts active across Thiruvananthapuram, Kollam, Alappuzha, and Ernakulam, and thunderstorm warnings running through May 28. However, weather science does not work on appearances, and until the specific atmospheric signatures align, there is no official onset. This distinction matters enormously for agricultural planning, reservoir management, and government preparedness.

Read also: Treasury Yields Experience Largest Increase in Two Weeks Following Release of Labor Market Data

In contrast, the north and center of the country are experiencing severe heatwave conditions, with Banda in Uttar Pradesh and Brahmpuri in Maharashtra's Vidarbha region recording India's highest maximum temperature at 47.6 degrees Celsius earlier this week. This has gripped northwest, central, and western India for seven to eight consecutive days, creating a weather split screen: the south getting drenched, the north still baking.

According to the IMD's May 27 bulletin, conditions are now favorable for further monsoon advancement into parts of the Arabian Sea, Bay of Bengal, and the Andaman Sea over the next two to three days, with a fresh western disturbance expected to affect northwest India from May 28, offering some relief to heatwave-hit states.

RegionIMD's Original Onset DateRevised Onset Date
KeralaMay 26June 2–4
North and Center--

The bigger worry is that this season may already be weaker than expected. The IMD's long-range forecast, issued in April, projects that the 2026 southwest monsoon season, which runs June through September and delivers nearly 70 percent of India's annual rainfall, will produce rainfall at 92 percent of the Long Period Average. This puts it in the below-normal category.

Read also: US-Iran Tensions Spark Uptick in Oil Prices Amid Global Market Decline

The reason for this is El Niño. Climate models indicate that El Niño conditions, a warming of the central and eastern Pacific Ocean that typically suppresses Indian monsoon rainfall, could emerge by July, potentially affecting the second half of the monsoon season when large parts of central and peninsular India depend on sustained rain for their kharif crops. Both the IMD and private weather forecaster Skymet have flagged this risk. A positive Indian Ocean Dipole, which tends to have a compensating effect, may offer partial relief toward the end of the season.

For India's 150-million-plus farming households, the monsoon is not weather; it is income. Kharif crops, including rice, pulses, oilseeds, cotton, and sugarcane, are all sown in June and July, with their yields determined largely by how well-distributed and timely the monsoon rains are. A below-normal season does not automatically mean drought, but it does raise the probability of patchy rainfall, delayed sowing, crop stress in rain-dependent districts, and, critically, pressure on food prices heading into the second half of the year.

Urban India feels this through inflation. Vegetable and pulse prices are among the most sensitive to monsoon performance, and a weak season in 2026 would arrive at a time when heatwave damage has already reportedly destroyed Maharashtra's Alphonso mango crop and when power demand is hitting repeated records due to prolonged heat.

What to watch next is the IMD's next update on the Kerala onset, expected in the coming 48 hours. If conditions align and the onset is declared by June 2–4, the delay will be modest by historical standards. The concern is less about the onset date itself and more about the season's overall trajectory: whether El Niño establishes itself, how quickly the monsoon advances northward after Kerala, and whether the August–September tail of the season compensates for any early weakness.

Investor Takeaway

India's delayed monsoon may impact agricultural production and the country's economy.

IPOScanner Logo

IPOScanner helps investors track upcoming, live and past IPOs in one place with GMP, subscription, allotment status and listing performance insights.

About IPO Scanner

IPOScanner is built for investors who want a clear view of every IPO opportunity in one place. From upcoming issues to live subscription data, allotment updates and listing performance, we bring together the key details you need to track the primary market.

Our tools are designed to be simple, fast and investor-friendly so you can focus on evaluating businesses instead of opening multiple tabs and websites for basic information.

Details of client bank account
For any query / feedback / clarifications, email at
[email protected].

Please read all offer documents and risk disclosures carefully before investing. IPOScanner does not provide investment advice and information on this site should not be treated as a recommendation to apply for any IPO.

© 2026 IPO Scanner. All rights reserved.