Air conditioner companies in India:

In many a time we can predict the profitability of companies with simple logic. For instance if it is too hot, more people buy Air Conditioners. But sometimes the disposable income of consumers can tweek this demand-supply. While the companies would sit on huge hopes of high sales, consumes could postpone their purchase due to various factors.

The Rs.13000 Cr Indian Airconditioner market went through rough patch like any other industry for the past 2 years. With revival in sentiments and hopes on new government, this industry is expected to grow at 13% YOY over next few years.

50% of Airconditioner components are imported. Hence a higher dollar did hurt this industry which went on to hike their price in past few years inspite of weak demand.

With revival in economy, there is some visibility. Some of the lead players in Indian Airconditioner markets are shown in graph below: