High channel inventory of old BEE-rated ACs
Estimated 4-4.5 million units of old BEE-rated ACs in trade inventory, which may take time to clear and impact new orders.
EPACK / Q3-FY26 / risks
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EPACK Durable · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Commodity price inflation and price hikes
Copper and aluminum prices have risen, leading to 8-10% price increases; further hikes may dampen consumer demand.
Potential margin compression from pass-through pricing
Since margins are on a per-unit basis, percentage margins could appear lower if commodity costs are passed through without markup.
Ramp-up risk in new product categories
New products like washing machines and SDA items require significant bandwidth and may not scale as expected.