India's private-sector business activity slowed to a three-year low in March 2026, weighed down by shockwaves from the ongoing West Asia conflict, according to the HSBC Purchasing Managers' Index (PMI) data. Softer domestic demand weighed on new orders, which rose at the slowest pace in more than three years, despite a record surge in new export orders. The Iran-driven disruption of shipping through the Strait of Hormuz — one of the most critical trade routes for energy and fertilisers — has raised India's energy security concerns. India's oil import bill could increase by about $50 billion due to rising crude prices. However, with foreign exchange reserves of around $700 billion, the country remains in a comfortable position to handle the shock. Business sentiment had earlier improved after India finalized trade deals with the US and the EU earlier in 2026.