India's AC majors are seeing summer demand fall short of expectations as 8-10% price hikes, fuel cost inflation and Gulf war uncertainty squeeze mass-segment buyers. Voltas, Blue Star, Daikin and Godrej are growing 15-20% YoY against forecasts of 25-30%, signalling stress in entry-level discretionary spend.

NDTV Profit · 5/29/2026, 7:55:31 AM

Aditya Birla Fashion posted Rs 1,990 cr revenue (+15.7%) yet net loss widened to Rs 148 cr. Pine Labs delivered Rs 701 cr revenue (+17%) with Rs 59.4 cr profit. Travel Food Services grew 25.7% to Rs 461 cr. Lemon Tree added a 66-room TN hotel; LG secured Rs 882 cr Maharashtra incentive.

NDTV Profit · 5/25/2026, 7:20:34 PM

Amazon India has launched a 2026 air conditioner sale offering discounts up to 53% on 1.5-ton models from Samsung, Carrier, Daikin, Voltas, Hitachi and Haier, with prices starting at Rs 31,490. The promotion is timed to early seasonal demand in the cooling category.

NDTV Profit · 5/20/2026, 12:07:47 PM

HUL lifts prices 2-5%, Marico 6-7%, GCPL 4-7% and Asian Paints 9-14% as input inflation bites. Voltas and Blue Star push AC tags up 5-8%, Amul adds Rs 2/litre on milk, while a gold duty hike clouds jewellery volumes for PNG and Tata-owned chains heading into peak season.

Times of India · Business · 5/18/2026, 2:20:59 AM

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

Tata-owned Voltas reported a 52% YoY drop in Q4 FY26 net profit to ₹113.43 cr, hit by weak summer AC demand, commodity inflation, and FX headwinds. FY26 profit fell 55.6% to ₹370 cr. Unitary cooling revenue edged up 1% to ₹3,493 cr; board declared 400% dividend (₹4/share).

Outlook Business · 5/15/2026, 10:30:06 AM

Blue Star, Voltas, Havells, Lloyd and Crompton enter FY27 cautious after bruising FY26: Voltas Ebitda margin halved to 4.5%, Lloyd revenue fell 23%, Crompton swung to ₹230cr loss. Copper up 31%, BEE norms and FX threaten margins; Blue Star pushed 8% hikes vs 13% needed, Polycab took 18-19%.

Mint · Industry · 5/15/2026, 7:55:24 AM

May 15 broker desk: MS reiterates Overweight Titan (TP Rs 5,212), shrugging off tighter duty-free gold rules. Voltas views split as Street pencils 15-20% RAC growth into FY27 against 9-10% Q4 price hikes and 30-40 days channel inventory. United Spirits Prestige momentum holding up ex-Maharashtra/AP; TP band Rs 1,350-1,480.

NDTV Profit · 5/15/2026, 3:45:30 AM

Indian markets rebounded with Sensex up 789 pts as Q4FY26 prints showed sharp divergence. Tata Motors PV PAT fell 31.7% to Rs 5,783 cr despite 7.2% revenue growth; Voltas slumped 52% to Rs 113 cr; LT Foods slipped 15.5%. Apollo Tyres bucked trend with 241% PAT jump to Rs 631 cr. GQG exited Rs 1,435 cr Adani Ent stake to SBI MF.

Business Today · Latest · 5/15/2026, 2:23:21 AM

Mixed Q4 FY26 print across consumer-facing names. Tata Motors net profit fell 31.7% as JLR revenue dropped 11.1% YoY to £6.9bn. United Spirits delivered profit growth of 28% on 3.7% revenue uptick. Voltas profit halved to Rs 116 cr. Apollo Tyres, LT Foods, Shadowfax posted 14-74% revenue growth. Devyani, VIP, Arvind, Bajaj Electricals report Friday.

NDTV Profit · 5/15/2026, 2:20:52 AM

United Spirits posted Rs 539 cr net profit (+28%), while Voltas slumped 51.9% to Rs 116 cr on cooling-product margin pressure. Sheela Foam rebounded to Rs 91.3 cr from Rs 13.1 cr; LT Foods slipped 15.5% to Rs 136 cr. Tata Motors PV revenue rose 7.2%, Apollo Tyres 14.2%, Shadowfax 73.6%. Devyani, VIP, Bajaj Electricals, Godfrey Phillips report May 15.

NDTV Profit · 5/15/2026, 12:45:40 AM

A heavy earnings day on May 14, 2026 puts consumer and retail names in focus, with Vishal Mega Mart, United Spirits, Tata Motors PV, Voltas, Apollo Tyres, LT Foods, Sheela Foam, Nilkamal, Allied Blenders and Saregama all set to report Q4 numbers alongside ~150 companies.

Mint · Markets · 5/14/2026, 2:43:13 AM

Indian markets set for positive open May 14 with Nifty at 23,412 and Sensex at 74,608. Amul raises milk prices by Rs 2/litre signaling FMCG input pressure. Airtel approves Rs 28,220 crore share swap for 16.31% Airtel Africa stake; Zydus acquires Assertio for $166.4M. Q4 earnings due from Tata Motors, DLF, JSW Steel.

NDTV Profit · 5/14/2026, 2:23:18 AM

Consumer-facing names dominate the Q4 FY26 docket on May 14, with United Spirits (Rs 3,119 cr revenue est), Voltas (Rs 5,057 cr), and Tata Motors PV (Rs 1.09 lakh cr) reporting alongside Allied Blenders, KRBL, Nilkamal and Sheela Foam. Margin trajectory and demand commentary will set the tone for discretionary retail.

NDTV Profit · 5/14/2026, 1:38:31 AM