Consumer Durables Sector Begins FY27 on a Positive Note

India's consumer durables sector has started FY27 on a healthy footing, supported by summer demand and continued consumer spending. Industry reports indicate that the first quarter is expected to witness growth across categories such as air conditioners, refrigerators, televisions, and other household appliances, reflecting resilient demand for discretionary consumer products.

The positive momentum has been supported by seasonal demand, improving product availability, and continued premiumisation across consumer appliance categories. As household incomes and consumer preferences continue to evolve, manufacturers are increasingly focusing on product innovation, energy-efficient appliances, and premium offerings to cater to changing consumer needs.

The seasonal increase in sales reflects continued demand for consumer appliances supports discretionary spending.

The latest industry trends reinforce the continued evolution of India's consumer durables sector, supported by improving consumer demand, product innovation, and the ongoing expansion of the organised retail and electronics ecosystem.

Source: Economic Times. Data as on: July 2026

*Portfolio allocation as on 30th June 2026. Allocations are subject to change based on portfolio positioning, investment decisions, and market conditions.

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