A new report from Rubix Data Sciences and Breathe ESG highlights that carbon is shifting from a sustainability metric to a direct business cost for Indian companies. This transition is driven by the upcoming 2026 domestic carbon market and global trade rules like the EU's Carbon Border Adjustment Mechanism. Export sectors, specifically steel and aluminium, face the most immediate pressure. Carbon exposure is now a key variable influencing profit margins and credit risk as global markets penalize high emissions.
