New Delhi, May 8 -- India's cable and internet gear makers are experiencing the effects of the US-Iran war, with companies citing higher raw material costs, export disruptions, and growing uncertainty across global markets.

The geopolitical tensions have pushed up prices of key inputs such as polyvinyl chloride (PVC), copper, aluminium, preform, helium and polymers, while also affecting exports to West Asia, according to companies such as Havells India Ltd, Polycab India Ltd, R R Kabel Ltd, Sterlite Technologies Ltd (STL) and HFCL Ltd.

"While US tariff headwinds have meaningfully moderated from peak levels, adding margins, we are seeing new near-term cost pressures from geopolitical disruption driven by the war in West Asia, particularl...