New Delhi, June 5 -- For a country where agriculture contributes nearly 18% to GDP and supports over half the population, the timing and spread of the monsoon can have far-reaching economic consequences.

Timely rains boost farm output, lift rural incomes, and revive consumption in hinterlands-benefiting everything from FMCG to fertilizers, agri-machinery, and entry-level vehicles like two-wheelers and tractors.

Historically, the stock market has rewarded companies with strong rural linkages when the monsoon arrives on time. With pre-monsoon showers already underway, select stocks are well-positioned to ride this seasonal tailwind.

Here are three such companies with rural exposure, solid fundamentals, and potential to outperform as dema...