Archive · 5 Jan 2026
Early Winter Hits AC, Fridge Sales
This winter came early and was colder than usual in India.
Because of this, people started buying more heaters, geysers, and air purifiers.
Sales of these items went up a lot, especially in places like Delhi.
But this meant fewer people bought air conditioners and refrigerators.
Companies that make these products had planned to sell a lot before new rules about energy efficiency started in January 2026.
These new rules make older models less efficient and more expensive.
Now, these companies have too much unsold stock of ACs and fridges.
They are trying to sell these older models quickly before the new, more expensive ones come out.
The unexpected cold weather and the new rules together made it hard for companies to guess how much people would buy.
Early winter in India led to a 40% increase in heating appliance sales and a 30% rise in air purifier demand.
Geyser and room heater sales grew by 12-18% in the December quarter due to colder-than-usual conditions.
AC and refrigerator sales declined, with manufacturers expecting a 10-15% drop in 2025 sales.
New BEE norms from January 2026 reclassify star ratings and increase prices of ACs and refrigerators.
Manufacturers are struggling with excess inventory and are trying to clear older stock before the new norms take effect.
- Who
- Indian consumers and white goods manufacturers
- What
- Shift in demand from cooling to heating appliances due to early winter
- When
- December 2025 and January 2026
- Where
- North India, particularly Delhi, Haryana, Punjab, and Uttar Pradesh
- Why
- Early and sharper winter, upcoming energy efficiency norms
- Sales Increase
- Heating appliances up 40%, air purifiers up 30%
- Geyser Sales
- Grew 12-15% in December quarter
- Room Heater Sales
- Grew 15-18% in December quarter
- AC and Fridge Sales
- Expected 10-15% decline in 2025
- Price Increase
- ACs up 5-10%, refrigerators up 3-5% from January 2026
- Inventory Impact
- 15 days of unsold inventory till Christmas
- Regional Impact
- Delhi-NCR accounts for 75% of air purifier sales
- Revenue Impact
- Chandni Chowk expects Rs 20-25 lakh from heating products