• Summer demand trends: Southern markets have experienced strong summer demand despite intermittent rain, while non-South regions faced a slower start with expectations of pickup across May to July.
• Induction cooktop traction: Anticipated LPG shortages triggered significant inventory clearing in March and April, with elevated demand and channel restocking expected to continue over the next 3 to 4 months.
• Input cost pass-through: Commodity inflation is running between 8% and 13% across the portfolio, with roughly 70% of cost increases already passed on and the remaining 30% expected to be transmitted within 15 to 30 days.
• Sunflame integration progress: Sales integration is complete and expected to drive distribution benefits over the next 3 to 6 months, while supply chain and sourcing integration will conclude in one to two months.