Whalesbook
Asal mein, ACs ki demand ekdum se 20-25% bhad gayi hai pichhle kuch hafton mein. Socho, March-April mein toh yeh 5-8% gir rahi thi! Lekin problem ye hai ki supply puri nahi ho pa rahi. Retailers keh rahe hain ki unhe jitne AC order kiye the, uske sirf 50% hi mil pa rahe hain. Aur sabse zyada dikkat naye, energy-efficient models mein aa rahi hai.
Is shortage ka main reason hai ki jo latest energy-efficient ACs hain, unhe banana kaafi tricky ho gaya hai. Government ke naye efficiency standards aur star ratings poore karne ke liye inke outdoor units kaafi bade hote hain, jinko produce karna mushkil hai. Jo simple 3-star models the, woh toh purani machines pe ban jaate the, but ab consumers ko toh latest tech hi chahiye na.
Aur yehi nahi, prices toh pehle hi January mein naye energy ratings aur March mein badhti input costs ki wajah se thodi upar chali gayi thi. Ab aur bhi rate badhne wale hain. Commodities ke daam, shipping charges aur kamzor hote rupee ki wajah se manufacturers ki jeb par bojh badh raha hai.
Asal mein, India ka AC market bahut bada hone wala hai, $5.8 billion se $9.6 billion tak 2035 tak. Abhi bhi sirf 8-10% households mein AC hai, matlab growth ka potential toh zabardast hai. Voltas, LG Electronics, Daikin, Blue Star, Samsung, Havells India (Lloyd) jaise bade players hain jo market share ke liye lad rahe hain. LG ne toh Q1 2026 mein hi 1 million ACs bech diye, aur Havells India ka Lloyd brand bhi Q4 mein profit 41% badha chuka hai. Par current supply ki problem sabko affect kar rahi hai.
Up next, government ka ye proposal bhi hai ki AC ka temperature 20°C aur 28°C ke beech rakha jaye energy bachane ke liye. Ye consumers ke liye ek alag panga ho sakta hai. Iske alawa, global commodity prices aur currency fluctuations se profit margins pe pressure hai, aur customers zyada price hikes nahi tolerate kar payenge.
Long term mein toh market strong dikh rahi hai, par abhi sabse bada challenge hai badhti demand ko manage karna, especially advanced models ki supply ko. Manufacturers ko ab jaldi se production badhani hogi aur supply chains ko strong karna hoga.