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West Asia war spells trouble for AC makers
Business Standard
|March 13, 2026
The LPG cylinder shortage is spelling trouble for air conditioner (AC) manufacturers, who are joining the woeful list of consumer durable makers impacted by the West Asia conflict.
“Geopolitical tension in western Asia has started creating some supply-side constraints across certain input materials used in AC manufacturing. We are currently witnessing restricted supply of LPG, which is used in processes such as brazing and curing of powder-coating,” said Kamal Nandi, business head and executive vice president, appliances business, Godrej Enterprises group.
Other prominent AC makers, too, have hinted at production impact if the restricted supply is not eased. “While we still have some stock, if the restrictions on commercial LPG cylinders continue, production of ACs will be impacted in the coming few days,” B Thiagarajan, managing director (MD) at Bluestar told Business Standard.
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