DPIIT compressor import curbs threaten AC, refrigerator supply ahead of peak season
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.
What happened
DPIIT's May 8 order ties compressor imports in FY26 to a percentage of FY25 import volumes, raising concerns among AC and refrigerator companies about potential
Key facts
- May 8
- FY25
Why this matters
Scout acquisitions or JVs with domestic compressor manufacturers and PLI-aligned component makers to hedge against a structurally tighter import regime.