New Delhi, June 12 -- India's agrarian outlook has brightened significantly with the onset of the 2025 monsoon, marking a potential turning point for agriculture-linked and rural-facing industries.

According to smallcase manager GoalFi, a strong monsoon-characterised by above-average intensity and widespread rainfall-could drive 10-15% year-on-year earnings growth in sectors like tractors, agri-inputs, rural non-banking financial companies (NBFCs), and consumer durables in the second half of FY26. This projection rests on the twin pillars of improved rural liquidity and a revival in demand, both of which are expected to underpin key economic segments.

The India Meteorological Department (IMD) has forecast the 2025 monsoon at 106% of the...