A May 8 DPIIT order pegs FY26 compressor imports to a share of FY25 volumes, prompting Voltas, Blue Star, Whirlpool, LG, Samsung and Godrej Appliances to flag supply disruption risks for ACs and refrigerators during India's peak demand window.

ET Retail · 5/16/2026, 3:47:15 AM

Sharp Corporation has effectively vanished from India's consumer electronics market, holding negligible share after its Foxconn acquisition. The brand missed three pivotal shifts—smart TV adoption, e-commerce, and premiumisation—while Samsung, LG, Sony, and Chinese rivals like Xiaomi, TCL and Hisense scaled aggressively.

CNBC-TV18 · Companies · 5/15/2026, 12:41:30 PM

A below-normal monsoon is set to extend heatwave tailwinds for room AC makers, with Equirus forecasting 15-20% growth in secondary sales volumes. Southern markets are leading the rebound after a soft March, while rural demand remains a drag. Pure-play cooling names are favored; LG is pitched as the diversified home-appliance pick.

CNBC-TV18 · Retail · 5/14/2026, 1:18:40 AM