Blue Star MD sees January 1 energy-label switch sparking fresh room AC buying
New energy label norms effective January 1, 2026 are expected to drive fresh room AC demand into the holiday season, alongside discounting on old-label stock. Blue Star clocked 10% growth in November and 35% festive growth, while FY26 industry volumes are seen flat to down 10% with margins held at 7-7.5%.
Blue Star MD expects new energy label norms effective January 1, 2026 to drive fresh room AC buying during the holiday season, alongside discounting on old-label stock. FY26 industry volumes seen flat to down 10%, margins held at 7-7.5%.
Why this matters
Builds on Blue Star's festive momentum after the GST cut lifted its forecast to 30%, and follows AC makers' strong April-May surge. Analysts at Nirmal Bang have flagged AC tailwinds, reinforcing the demand narrative.
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