Whalesbook
Toh boss, LG India ne March quarter mein kamaal kar diya, 10 lakh se bhi zyada AC bech diye! Ye unke liye summer season ki sabse zabardast shuruaat hai. Iska bada reason hai GST mein hui cutting, jisse ACs 28% se gir kar 18% ho gaye. Isse har AC ka price lagbhag ₹1,500 se ₹2,500 tak kam ho gaya, jisse demand badh gayi. Isliye industry mein bhi sales volume lagbhag 9-10% badhne ka estimate hai.
Company ne apne product range ko bhi expand kiya hai, naye 0.8-ton aur 2-ton ke 5-star models launch kiye hain. Demand ko pura karne ke liye, LG apna Sri City wala plant bhi badha raha hai, jo 'Make in India' initiative ko support karta hai. Waise, Indian AC market next level par jaane wala hai – 2025 tak USD 6.15 billion se 2034 tak USD 21.59 billion tak pahunchega, yani 15% saalana growth!
Ab market share ki baat karein toh LG India 18% ke saath dusre number par hai, Voltas 21% ke saath pehle par aur Daikin 17.5% ke saath teesre par. Lekin yahan ek twist hai. Dealers ko GST ka pura benefit dena aur energy efficiency standards ke liye costly components use karna, LG ke profit margins par pressure daal sakta hai.
Agar competitors ko dekhein toh Voltas ka P/E 97-102 hai, Daikin ka 19-21 hai, Samsung ka 14-29 hai. Aur parent company LG Electronics ka P/E 20.92 hai. Lekin LG India ka stock performance uski sales se bilkul alag dikh raha hai. Ye ek bada sawal hai ki market is company ko kaise dekh raha hai.
Asal mein hua kya? April 2, 2026 ko, LG Electronics India ka stock 4.46% gir gaya, ₹1,327 ke aas paas close hua. Ye stock apne 5, 20, 50, 100, aur 200-day moving averages se kaafi neeche trade kar raha hai, jo clear bearish sign hai. Iska matlab investors is sales news se convince nahi hain, ya phir overall consumer stocks mein mandi ka asar hai.
Company ka Mojo Score bhi 45.0 hai, jisme 'Sell' grade mila hai aur ise 'Hold' se downgrade kiya gaya hai. Aur yaad hai, pichhle saal unseasonal baarish ne AC sales 15-20% gira di thi? Sector mein aise weather risks bhi rehte hain.
Analysts parent company (LG Electronics) ko positive dekh rahe hain, 'Buy' rating de rahe hain. India ka consumer electronics market badh raha hai, income badh rahi hai, government support hai. Sab kuch acha lag raha hai, par stock market ka reaction bata raha hai ki investors competition aur economic factors ko lekar thode chintit hain.