• FY26 financial recovery: While AC revenue degrew by 33% due to unseasonal rains and regulatory disruptions, overall company revenue degrowth was contained to 12% as the small and large domestic appliances component business grew by roughly 60%.
• RAC demand outlook: Channel inventory has normalized or dropped slightly below normal levels, positioning the company to outpace the AC industry's projected 12% to 15% growth in FY27 alongside production ramp-up from its Hisense joint venture.
• Target revenue mix: Management aims to maintain an optimal 60:40 mix between RAC and non-AC appliances to generate uniform revenue and maximize capacity utilization during off-season quarters (Q2 and Q3).
• Long-term growth targets: The company targets reaching ₹5,000 crore in revenue by FY28–29 by doubling both top-line and profitability over the next three to four years, aided by operating leverage and new product launches like front-load washing machines from end-Q2.