Ac Companies

Growth is expected to continue but margins could be under pressure because of competition

AC companies: Secular growth, intense competition, and rich valuation

The long-term outlook is very promising because of the evolving consumer lifestyle, increasing income levels, rising temperatures, and low penetration of ACs

AC companies: Resurgence in demand boosts Q4 earnings

Voltas and Blue Star continue to trade at elevated valuations, which seem to factor in a majority of the positives

Will the summer of 2022 cheer AC makers after a 2-year chill?

The Omicron threat has been mild and is ebbing, giving AC makers a chance to attain higher growth, but they need to clear obstacles in their path

Ideas For Profit | Are AC companies a cool investment bet?

Low penetration levels coupled with rising temperatures make a compelling case for long-term investment in the AC sector. Near-term visibility on demand front is limited, but the companies in the sector have sufficient liquidity to withstand the demand disruptions caused by Covid. Overall, valuations in the sector appear quite stretched, they seem to factor in long-term positives.

Heat's up, so are the sales of AC companies. Should you invest?

The sales of cooling devices generally go up in summers which auger well for the earnings of companies operating in the industry. Sales of air conditioners (ACs) have been on the rise in India for past few years, thanks to the rising temperatures and higher disposable income.