Room AC & Cooling Supply Chain

9 companies Updated 23 Apr 2026

NSE-listed companies across India's air conditioning and cooling value chain — from AC OEMs and component manufacturers to refrigerant suppliers and cold chain equipment makers — poised to benefit from rising temperatures and sub-12% urban AC penetration.

Sectors represented: Consumer Durables, Capital Goods

Companies with exposure to room ac & cooling supply chain

BOSCH-HCIL

BOSCH HOME COMFORT INDIA LIMITED

Consumer Durables
annual report · 2026

The growth outlook for the Indian Room Air Conditioning. industry remains highly encouraging, supported by a. combination of favorable demographic and economic. drivers. Room Air Conditioners. The growth outlook for the Indian Room Air Conditioning. industry remains highly encouraging, supported by a. combination of favorable demographic and economic. drivers.

BLUESTARCO

Blue Star Limited

Consumer Durables
annual report · 2026

FY26, of which central air conditioning systems,. including central plants, packaged and ducted. systems, and Variable Refrigerant Flow (VRF) . The. overall industry was valued at `35500 crores in. FY26, of which central air conditioning systems,. including central plants, packaged and ducted. systems, and Variable Refrigerant Flow (VRF). systems, accounted for `5500 crores, while room.

KRN

KRN Heat Exchanger and Refrigeration Limited

Capital Goods
investor presentation · 2026

Air Handling & Ventilation. Cassette Air Conditioners. (Ceiling-Mounted AC Units). Product Applications res / Server. Room Cooling. Precision Air Conditioning. (PAC) / CRAC Units. Industrial HVAC Systems /. Air Handling & Ventilation. Cassette Air Conditioners. (Ceiling-Mounted AC Units). Product Applications. Investor Presentation | Q2 & H1 FY27. 16. Product. Product | Bar & Plate.

AMBER

Amber Enterprises India Limited

Consumer Durables
investor presentation · 2026

So there were quality. control orders imposed on the compressor industry, and we have seen because of the production-. linked incentive scheme, 5 investments have kicked in, in India in the last 3 years which is. basically LG has put up a plant, Daikin has put up a plant. Mitsubishi has put up a plant. linked incentive scheme, 5 investments have kicked in, in India in the last 3 years which is.

VOLTAS

Voltas Limited

Consumer Durables
annual report · 2026

Elimination of EPS. packaging and transition to paper-based solutions resulted. in lower packaging emissions. ed, including energy manager. with alerts and location based geofencing. Elimination of EPS. packaging and transition to paper-based solutions resulted. in lower packaging emissions. Additionally, 5-Star rated air. conditioners were developed in line with revised BEE guidelines.

SUBROS

Subros Limited

Capital Goods
investor presentation · 2026

Product expansion in BEV and SHEV space. Business &. Operation. Cooling the Planet. Thank You t Expansion for localisationof Electric Compressor and New capacity of FDC. Compressor, target SOP in 2027-28. Product expansion in BEV and SHEV space. Business &. Operation. Cooling the Planet. Thank You

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