Epack Durable has set ambitious growth targets for its air conditioning business, aiming to significantly outpace industry growth rates over the coming years. The company's strategic outlook reflects confidence in its ability to capture expanding market opportunities in India's AC sector.

Growth Projections and Market Outlook

The air conditioning industry is projected to experience robust growth, with expectations of 15-20% expansion for the current calendar year. Against this backdrop, Epack Durable has positioned itself for accelerated growth, targeting 25-30% growth in its AC business until 2030.

Strategic Positioning

The company's growth strategy appears focused on outperforming the broader market by a significant margin. By targeting growth rates that exceed industry projections by 5-10 percentage points, Epack Durable is positioning itself to gain market share in the expanding AC segment.

Market Context

The positive industry outlook for air conditioning growth aligns with India's increasing urbanization, rising disposable incomes, and growing demand for cooling solutions. Epack Durable's ambitious targets suggest the company sees substantial opportunities to expand its presence in this growing market through 2030.

Epack Durable has provided strategic guidance on its revenue composition targets for the medium term, extending till FY28-29, during a recent conference call with stakeholders. The company has outlined clear projections for its diversified business portfolio across three key operational segments.

Revenue Mix Projections

The company's medium-term revenue strategy focuses on balanced growth across its core business verticals. The projected revenue distribution reflects the company's strategic positioning in different market segments.

Strategic Business Focus

The air conditioning segment is expected to remain the primary revenue driver, contributing 55% of the total revenue mix. This positioning indicates the company's continued emphasis on the AC market and its growth potential in the medium term.

The small domestic appliances and large domestic appliances (SDA/LDA) segment is projected to maintain a steady 25% share of the revenue composition. This segment represents the company's diversification strategy beyond air conditioning products.

Components Business Outlook

The Components business is expected to contribute between 20-25% of the total revenue mix during the projected period. This range suggests flexibility in the components segment while maintaining its significance as a key revenue contributor.

The guidance provided during the conference call offers stakeholders visibility into the company's strategic direction and revenue expectations across its diversified business portfolio till FY28-29.