Massive and abrupt climate change which is evident in India and across the world can have both positive and negative impact on companies producing agricultural products.
Some of the earlier assumptions while investing in such companies from long term perspective may need to be re-looked. Erratic monsoons may have impact on their earnings in earlier high earning seasons. Also these companies may have to invest more in R&D to produce new products. Companies having exposure to IoT may able to work closely with farmers and understand their needs better.
I believe this could be an area of good research for investors as well.
I may be wrong in my analysis as have no expertise in this domain.
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