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Voltas Q2 Profit Slumps About 75% as AC Sales Weaken on Policy Timing

GST rate‑cut timing plus a lean summer deferred purchases in the core room‑AC business.

Overview

  • Consolidated revenue fell about 10% year on year to Rs 2,347 crore, while EBITDA dropped 56.6% to Rs 70.3 crore and the margin compressed to roughly 3%.
  • Net profit declined by roughly three‑quarters to Rs 31.5–34.3 crore versus about Rs 133–134 crore a year earlier, as reported across the company’s filings and statements.
  • Unitary cooling products revenue, which includes room ACs, fell 23.2% to Rs 1,215 crore due to early monsoon effects, GST‑related demand deferment and higher channel inventory.
  • Electro‑mechanical projects and services grew 9.8% to Rs 966 crore, helping cushion weakness in the seasonal cooling franchise.
  • Management flagged the GST reduction and an upcoming BEE efficiency transition as near‑term demand catalysts, while the stock closed 0.6% lower at Rs 1,326.60 and is down about 27% year to date.