MD B. Thiagarajan says India's AC industry likely grew over 50% in May on summer demand, with Blue Star's secondary sales up 30% in April-May. But rising input and fuel costs need a 13% price hike; only 8% passed through, leaving ~200 bps margin compression this quarter. Commercial refrigeration up 15%.

CNBC-TV18 · Companies · 6/2/2026, 12:41:28 PM

Axis Securities' June top-15 list features retail-heavy bets: Avenue Supermarts (~30% upside on store expansion and margin resilience), Eternal/Zomato (43-44% on quick commerce traction), plus Nestle, LG Electronics and Chalet Hotels. BFSI and telecom names ICICI Bank (35%) and Bharti Airtel (38%) round out the medium-term picks.

NDTV Profit · 6/2/2026, 5:41:57 AM

Consumer-facing names post sharp Q4FY26 prints. ITC net profit rose 5% YoY to ₹5,113 cr. Nykaa swung to ₹78.4 cr from ₹20.3 cr. Honasa Consumer surged 176% to ₹69 cr. Maruti Suzuki flagged price hikes up to ₹30,000 from June 2026, signalling cost pass-through across autos.

Mint · Markets · 5/22/2026, 1:27:46 AM

May 8 order limits compressor imports to 30-40% of FY25 volumes. India's AC capacity is 7-8M units against 15M demand; refrigerators 8.5-9M vs 14.5-15M. Blue Star, LG, Samsung, Godrej, Daikin warn of shortages. Full localisation pegged at end-2028.

ET Small Business · 5/15/2026, 7:53:35 PM

LG Electronics' 2026 TV range earned sustainability marks from Carbon Trust, Intertek, and Korea's E-Cycle Governance, citing CO2 cuts, resource efficiency, and recyclable design. The brand has recycled 20,000 tons of end-of-life plastic over three years across screen sizes from 32 to 83 inches.

TWICE · Consumer Electronics · 5/15/2026, 1:58:14 AM