Weak AC demand may persist into H2
Unseasonal rains and La Nina could extend winter, dampening AC demand in Q3 and Q4, making flattish industry outlook optimistic.
high · analyst_questionEPACK Durable Limited — Q2 FY26
EPACK Durable reported a weak Q2 FY26 with revenue of ₹213 crore, down 43% QoQ, and an EBITDA margin of just 0.23%, reflecting the severe impact of unseasonal rains and GST rate...
bearish
high
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Risk Intelligence
Material risks this quarter
Concise cards keep the risk register scannable while preserving evidence-level context in the underlying quarter data.
Risks
Price hikes from BEE norms and commodity inflation may hurt demand
Expected 5-7% price increase due to new energy norms and higher copper costs could offset GST benefit and reduce consumer affordability.
medium · management_commentaryWorking capital strain from high inventory
Inventory overhang led to increased working capital and debt; net debt stood at ~₹500 crore, and recovery may take time.
medium · data_observationCustoms show-cause notice on copper tube imports
The industry faces retrospective duty demands on copper tube imports from FTA countries; outcome uncertain.
medium · management_commentary