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Send us Fan MailEver wondered who really wins when the temperature rises?In this episode, we break down India’s air conditioner industry — its seasonality, growth drivers, and profit pool. You’ll learn how the entire value chain works, from component makers to brands, and discover insights from five major companies shaping India’s cooling story. A must-listen for anyone who wants to understand where the real long-term opportunities lie.

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Send us Fan Mail Ever wondered who really wins when the temperature rises? In this episode, we break down India’s air conditioner industry — its seasonality, growth drivers, and profit pool. You’ll learn how the entire value chain works, from component makers to brands, and discover insights from five major companies shaping India’s cooling story. A must-listen for anyone who wants to understand where the real long-term opportunities lie.

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This episode is 41 minutes long.

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This episode was published on October 5, 2025.

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