Analysts believe premiumisation, rising disposable incomes, housing demand, and low penetration of appliances have kept the consumer durables segment on FPI radar.
In the past six months, the market price of LG Electronics surged 38% and it has bounced back 40% from its 52-week low of ₹1,300.40 touched on January 21, 2026.
India's consumer durables market is expected to witness significant growth to touch Rs 3-3.25 lakh crore by 2030, creating an additional Rs 40,000-50,000 crore opportunity for domestic value addition across materials and component manufacturing, a joint report by Boston Consulting Group (BCG) and industry body CII said. The report said India is expected to remain one of the world's fastest-growing consumer durables markets over the next five years, driven by rising household penetration, growing nuclearisation of families, higher incomes, easier financing, wider distribution and increasing premiumisation. In comparison, China, the world's largest market, is expected to grow at 1-2 per cent annually through 2030, while the US is projected to expand by 3 per cent and Japan by 1-3 per cent, according to the report. "India is set to remain the fastest-growing major consumer durables market, growing 8-10 per cent annually till 2030 and reach USD 30-35 billion by 2030, with Room ...
Prices could rise after Diwali as freight costs more than double and shipment delays stretch beyond 15 days, though manufacturers have enough stock for the festive season
India's consumer durables market is entering its next growth phase, with deeper localisation and global competitiveness shaping the road ahead
BSH Home Appliances India targets rapid growth through wider distribution, new product categories and increased local manufacturing
Broad-based category growth, premiumisation and localisation support LG Electronics India's outlook, though the recent stock rally has raised valuation concerns
LG Electronics India's Q1 profit rose 27% as premium demand lifted revenue and margins, with exports and new Sri City capacity supporting its growth strategy
Analysts said Blue Star, Crompton Greaves Q1 earnings were impacted by sharp commodity price inflation, a delayed and shorter summer, elevated RAC inventory and subdued pricing.
The BSE Consumer Durables index fell more than 3 per cent in intraday today. Among the individual stocks, Amber Enterprises tanked 17 per cent to ₹7,047.65.
Shares of jewellery companies like Titan and Kalyan Jewellers were dragging the overall index down after Prime Minister Narendra Modi's speech at a public event in Hyderabad over the weekend
Rising input costs and unseasonal March rains hurt consumer durables demand in Q4FY26, with margin pressures expected to persist despite modest growth outlook
Following the announcement, the Nifty Consumer Durables index surged 4.48 per cent to hit 35,678 levels during intraday trading on Wednesday
Copper and aluminium prices are surging, crude is climbing and the rupee is weakening, raising input costs for appliance makers as geopolitical tensions strain supply chains
Voltas projects 25% AC sales growth this summer, launches AI-powered units, raises prices amid higher commodity costs and new BEE norms, with strong demand from tier II-III cities
FM Sitharaman announced a tax holiday until 2047 for foreign companies providing global cloud services from India, provided services to Indian customers are routed via an Indian reseller
Analysts believe that demand for seasonal products within consumer discretionary is expected to be normalized in Q4 with inventory expected to normalize by January 2026.
Cooling appliance makers had started the year with high hopes, but an early arrival of monsoon splashed away their enthusiasm
As of 11:55 AM, a combined 38.26 million equity shares representing 39 per cent of the total equity of the company have changed hands on the NSE and BSE
Amber Enterprises Q2 earnings: The room air condition (RAC) industry got impacted by non-conducive weather and deferment of purchase in between announcement & implementation of GST rate reduction.