• Component price inflation: GPU, processor, and memory cost spikes have driven brand-new PC prices up by 20% since December, with another 10–15% increase expected to push entry-level prices to ₹35,000–37,000 in India and over $400–$500 internationally.
• Refurbished market opportunity: Rising AI-driven compute needs coupled with a 15–20% decline in brand-new PC sales are expected to create a 60-million device supply gap globally that the refurbished segment will absorb.
• Top-line revenue guidance: The company is maintaining its guidance of approximately 28–30% top-line growth, driven by expansion in the total addressable market for refurbished electronics across domestic and international segments.
• Middle East operations: Refurbishment facilities and standard air shipments in the Middle East remain fully operational, with management reporting zero downward sales impact despite broader regional challenges.