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Sectoral Thematic Report: Consumer Durables (Air Conditioner) Market Poised for Growth Amid Rising Temperatures

India is witnessing an unprecedented surge in temperatures in 2025, driving significant demand for air conditioners, coolers, and refrigeration products. With the India Meteorological Department (IMD) predicting above-normal maximum temperatures for the upcoming summer months, the consumer durables sector, particularly cooling solutions, is set for strong tailwinds.

For investors, this creates an opportunity to explore stocks poised for high seasonal demand. The Bajaj Broking Research Team has identified Voltas and PG Electroplast as key players likely to benefit from this trend.

Why Consumer Durable (Air Conditioner) Stocks are Heating Up in 2025

  • Record-breaking temperatures: February 2025 was one of the hottest on record, with IMD forecasting more heatwaves across India.
  • Rising electricity consumption: Increased AC and cooling appliance usage can drive higher sales and revenue growth for key companies.
  • Strong demand outlook: Historically, heatwave years have led to a spike in air conditioner and cooler sales, and 2025 is expected to follow suit.
  • Stock market impact: Investors are already showing heightened interest in cooling solution companies, making them a hot investment theme this year.

VOLTAS LTD

Trade

1236.1-28.50 (-2.25 %)

Updated - 30 April 2025
1262.00day high
DAY HIGH
1224.00day low
DAY LOW
2072635
VOLUME (BSE)

Top Stocks to Watch in the Consumer Durables (Air Conditioner) Sector

1. Voltas (Target Price: ₹1,590)

  • Current Buying Range: ₹1,370 – ₹1,410
  • Upside Potential: 14%
  • Time Horizon: 6 months
  • Stop-loss: ₹1,263

Investment Rationale

  • Market Leadership: Voltas holds a 20.5% market share in the room air conditioner segment.
  • Expanding Manufacturing Capacity: The company is investing ₹400-450 crores in compressor manufacturing at its Chennai factory.
  • Technical Breakout: The stock has broken out of a falling channel, signalling a bullish reversal.
  • Favourable Demand Trends: A hotter summer season is likely to boost sales for split and window air conditioners.

Company Overview

Voltas, a Tata Group company, is a leading name in air conditioning, refrigeration, and electro-mechanical services. It has a strong presence in India, the Middle East, and Singapore, offering engineering solutions across construction, mining, and water treatment.

2. PG Electroplast (Target Price: ₹980)

  • Current Buying Range: ₹830 – ₹860
  • Upside Potential: 16%
  • Time Horizon: 6 months
  • Stop-loss: ₹738

Investment Rationale

  • Revenue Growth Outlook: PG Electroplast projects ₹5,100 crores in revenue for FY25, a 98% increase from the previous year.
  • Technical Strength: The stock has broken above a falling supply line, signalling a bullish uptrend.
  • Capex Expansion: The company has allocated ₹370-380 crores for capacity expansion.
  • Client-Driven Growth: 90% of projected revenue growth is expected from existing clients, ensuring stability.

Company Overview

PG Electroplast is a leading Electronic Manufacturing Services (EMS) provider, specializing in OEM, ODM, and plastic injection molding. The company supplies top Indian and global brands in the consumer durable industry, with a focus on washing machines, ACs, and air coolers.

Conclusion

The consumer durables (Air Conditioner) sector is set for strong growth in 2025, driven by rising temperatures and increased cooling appliance demand. Stocks like Voltas and PG Electroplast are well-positioned to benefit from this trend, making them attractive investment opportunities.


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Disclaimer: Investments in the securities market are subject to market risk, read all related documents carefully before investing.

This content is for educational purposes only. Securities quoted are exemplary and not recommendatory.

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