India consumer durables market seen reaching ₹3-3.25 lakh crore by 2030

A CII-BCG report projects 8-10% annual growth from an estimated ₹2.01 lakh crore market in 2025, with room ACs leading demand and domestic value addition offering a ₹40,000-50,000 crore opportunity.

— Source publishedThu, 24 Sept, 2026, 18:10 IST·First seen Thu, 24 Sept, 2026, 18:35 IST·Source Financial Express · BrandWagon

What happened

Confederation of Indian Industry (CII) · CII and BCG forecast India’s consumer durables market will grow 8-10% annually to ₹3-3.25 lakh crore by 2030, led by

Key facts

  • India consumer durables market projected to reach ₹3-3.25 lakh crore by 2030
  • 8-10% annual growth forecast
  • Market estimated at ₹2.01 lakh crore in 2025
  • ₹40,000-50,000 crore domestic value-addition opportunity over five years
  • RAC category projected at ₹70,000-75,000 crore by 2030

What changed

CII and BCG forecast India’s consumer durables market will grow 8-10% annually to ₹3-3.25 lakh crore by 2030, led by air conditioners. The report highlights component localisation, manufacturing, exports and R&D as major industry opportunities.

Why this matters

The forecast supports a multi-year growth case for consumer-durables brands and component suppliers, with RAC demand and localisation likely to drive outsized value creation.

What to watch

  • Summer temperature anomalies, heatwave frequency and regional electricity reliability.
  • AC sales growth, channel inventory levels and pre-season dealer orders.
  • RBI consumer-credit conditions, EMI penetration, delinquency trends and financing approval rates.
  • BEE efficiency-rule changes, refrigerant regulations and state-level energy subsidies.
  • Announcements of domestic compressor, electronics, motor and heat-exchanger manufacturing capacity.