Daybreak

Every summer in India is a race against AC shortage. This year will be no different

6 snips
Feb 17, 2025
India's air conditioning market is bracing for yet another scorching summer as demand skyrockets. Last year's heatwave led to a staggering 60% revenue increase for top manufacturers, yet supply chain issues loom large. Key components like compressors are still in short supply, risking a repeat of last year's inventory crisis. As projected sales could exceed 12 million units, the industry faces a daunting challenge, with manufacturers even resorting to expensive emergency shipments to keep up. Tune in for the inside scoop on this sweltering race against time!
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ANECDOTE

AC Shortage Anecdote

  • Last year's heatwave caused AC demand to skyrocket, depleting inventories.
  • Some manufacturers resorted to expensive airlifted shipments of essential components.
INSIGHT

Limited Control Over Sales

  • Indian AC makers aren't fully in control of their sales due to reliance on imported components.
  • The government's push for local manufacturing hasn't fully solved the supply chain issues.
INSIGHT

Compressor Bottleneck

  • The AC industry's biggest challenge is the compressor, a crucial component.
  • India doesn't produce enough compressors domestically, making them a major cost factor.
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