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Analyst Corner: Voltas’ concerns shift to demand from supply side


The company does not foresee any risk from the supply side as factories in China have resumed operations and material supplies have started reaching India with a slight delay due to congestion at Chinese ports.

We hosted a concall with Voltas’ management for an update on the ongoing situation due to the Covid-19 lockdown. While the management sounded optimistic, we note that concerns have shifted from supply to demand side going into the summer season. The company does not foresee any risk from the supply side as factories in China have resumed operations and material supplies have started reaching India ...


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