Unseasonal weather impacting summer demand
A weak summer in H1 FY26 hurt cooling product sales; similar weather patterns could repeat and pressure margins.
Aditya Vision · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
A weak summer in H1 FY26 hurt cooling product sales; similar weather patterns could repeat and pressure margins.
Higher mobile and laptop ASPs increased their revenue share, compressing gross margins; trend may continue.
Inventory of ₹840 crore is elevated; if demand softens, liquidation may require discounts, hurting margins.