MRO Tracker · Consumer Goods · Analyst summary
India’s new consumer goods capacity is being built around cooling. Four plants in this tracker account for about 5 million room air conditioners a year, and compressor lines at Daikin, LG and Mitsubishi Electric add more than 4.6 million units a year at the start, in a part India has largely imported. Sri City in Andhra Pradesh hosts 6 of the 25 projects, making it the country’s main new cluster for ACs and refrigerators.
Contract manufacturers are taking a larger share of new capacity: 6 of the 25 projects make goods for other brands, from EPACK for Hisense to Evervan Kothari for adidas. Personal care spending is moving to premium formats and liquids, and Tamil Nadu is drawing large non leather footwear plants for global sportswear brands.
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Room air conditioner and compressor plant
- Capacity
- 300,000 room ACs and 650,000 compressors a year
- Investment
- About Rs 2,100 crore
- Commissioning
- Operations started 6 Feb 2026
- Made for
- Own brand
This is the company's first home AC plant in India. Compressor capacity is more than twice its AC output, and compressors are a part India has mostly imported, so component suppliers and rival brands both have reason to watch it.
Dedicated room AC plant for Hisense India
- Capacity
- 0.75 million units a year (initial)
- Investment
- About USD 30 million
- Commissioning
- Inaugurated 10 Feb 2026; commercial production from Feb 2026
- Made for
- Contract manufacturing for Hisense
Hisense moves from imports and partner supply to a plant built for it alone, which will cover all of its room AC needs in India. Washing machines and LED TVs are planned for the same site next.
Air conditioning manufacturing facility on a 39 acre site
- Capacity
- Not disclosed
- Investment
- Rs 1,000 crore
- Commissioning
- Operations by end of 2027
- Made for
- Own brand
Carrier's first unit in South India, adding to its Haryana operations. Construction began on 6 May 2026 and the company expects about 3,000 direct and indirect jobs.
Room AC plant on 100 acres and an HDI PCB plant (Ascent-K Circuit)
- Capacity
- Not disclosed
- Investment
- Rs 6,785 crore for both plants combined
- Commissioning
- Not disclosed; built in phases
- Made for
- Contract manufacturing for AC brands
Land was allotted on 18 Jan 2026 and groundbreaking took place on 27 Jun 2026, with over 3,000 direct jobs planned. Pairing AC assembly with printed circuit boards on one site deepens Amber's in house component supply.
New room AC factory, taking total AC capacity to 4 million units
- Capacity
- 2.5 million ACs a year (from 1.5 million to 4 million in total)
- Investment
- Over Rs 1,000 crore (2024 to 2028); a later plan cites Rs 1,500 crore for a second AC unit in 2026
- Commissioning
- Not disclosed
- Made for
- Own brand
The foundation stone was laid on 9 Mar 2025, the same day an injection moulding unit opened. Haier says its refrigerators are about 80 percent localised and is also weighing a plant in South India for exports.
Sri City room AC expansion, phase 3
- Capacity
- Would take Sri City room AC capacity to 12 lakh units a year
- Investment
- About Rs 200 crore (Mar 2025)
- Commissioning
- Decision on the next assembly line due by Oct 2026
- Made for
- Own brand
The building is ready, but the line investment was pushed back a year. Blue Star said in May 2026 that its room AC lines run close to full utilisation and that it buys some window AC models from outside.
Rotary compressor plant for air conditioners
- Capacity
- 2 million compressors a year at start, rising to 9 million in the final phase
- Investment
- Rs 547 crore (phase 1)
- Commissioning
- Not disclosed; built in three phases
- Made for
- Daikin group's own ACs
Construction began on 11 Feb 2026 on a 33 acre site, with about 500 jobs in phase 1. The plant serves the domestic market first and plans exports in later phases.
Plain and inner grooved copper tubes for air conditioners
- Capacity
- Not disclosed
- Investment
- Rs 259 crore committed under the PLI scheme for white goods
- Commissioning
- Copper tubes targeted for Q1 FY28
- Made for
- Component supplier to AC makers
Approved under round 4 of the PLI scheme for white goods in January 2026. The tube unit sits inside a larger copper complex, and the company said on its Q1 FY27 call that financial closure was not yet complete.
Room AC compressor joint venture
- Capacity
- About 1 million units a year at start, per Voltas management (up to 2.8 million)
- Investment
- Not disclosed
- Commissioning
- Not disclosed
- Made for
- Voltas as anchor customer; may supply other AC brands
A binding term sheet was signed on 14 Aug 2026; definitive agreements and approvals are still pending. Voltas's earlier compressor JV with Highly International did not go ahead, so this is its second attempt to make compressors in India.
Refrigerator plant
- Capacity
- About 14 lakh refrigerators a year (raised from 10 lakh)
- Investment
- About Rs 480 crore (raised from Rs 350 crore)
- Commissioning
- Commissioned Jan to Mar 2026
- Made for
- Own brand
Lloyd bought in its refrigerators before this plant. Capacity came on stream ahead of the original Q2 FY27 target, and management said no major new capex is planned in Lloyd after it.
Built-in kitchen appliance plant: hoods and hobs, then ovens and dishwashers
- Capacity
- Not disclosed
- Investment
- Not disclosed
- Commissioning
- Inaugurated 3 Nov 2025
- Made for
- Not disclosed
A 30,000 sq ft plant with automated assembly lines, aimed at domestic and export markets. Microwaves, ovens and dishwashers are planned next.
Third home appliance plant: ACs, compressors, refrigerators and washing machines
- Capacity
- At full build: 1.5 mn ACs, 2 mn compressors, 0.8 mn refrigerators, 0.85 mn washing machines a year
- Investment
- Rs 5,001 crore
- Commissioning
- AC production from Dec 2026; other lines added through 2029
- Made for
- Own brand
LG says the plant will focus on premium lines such as French door refrigerators and front load washing machines, and will make AC compressors in house. It will nearly double LG's manufacturing capacity in India.
Washing machine capacity expansion
- Capacity
- 1.5 lakh units added, taking capacity to 8.3 lakh a year
- Investment
- About Rs 60 crore
- Commissioning
- Target Dec 2026
- Made for
- Own brand
The plant ran at 52 percent utilisation in the first half of FY26, so the reason given is a complete washing machine range rather than a shortage of capacity.
Refrigerator plant, first phase of a 50 acre manufacturing campus
- Capacity
- 1.2 million refrigerators a year (phase 1)
- Investment
- About Rs 1,000 crore over five years (whole campus)
- Commissioning
- Commercial production expected by Dec 2026
- Made for
- Contract manufacturing for consumer brands
The company's first site in South India and its largest land purchase. The layout leaves room for air conditioners, washing machines and electronics, which matters to brands that outsource production.
Triply cookware capacity expansion
- Capacity
- 12 lakh units a year added, taking capacity to about 15 lakh
- Investment
- About Rs 40 crore
- Commissioning
- Commercial production from 3 Oct 2025
- Made for
- Own brand
A fivefold jump in triply capacity from a line that was about 70 percent used, a sign the company sees steady demand for premium cookware.
Vacuum insulated steel flask and bottle plant
- Capacity
- About 3.6 million units a year across three lines
- Investment
- About Rs 65 crore
- Commissioning
- Two lines in production from 30 Jun 2026; third line due Q2 FY27
- Made for
- Own brand
Borosil raised the plan from two lines to three before building. The first two lines started about a quarter later than the Nov 2025 target.
Greenfield home and personal care plant (Cinthol, Godrej No.1, GoodKnight, Godrej Expert, Godrej Aer)
- Capacity
- Not disclosed; lines run 2 to 4 times faster than existing ones
- Investment
- About Rs 515 crore over five years
- Commissioning
- Commercial production from 10 Mar 2025; more lines to follow
- Made for
- Own brand
GCPL's first integrated greenfield plant and its largest single production investment, built in 13 months on 27 acres. The company expects about Rs 1,500 crore of turnover once all lines run.
Fourth unit at Malanpur: soap bars and soap noodles
- Capacity
- New lines make up to 4,000 soap bars a minute
- Investment
- About Rs 450 to 480 crore; about Rs 850 crore across the site
- Commissioning
- Inaugurated Aug 2026
- Made for
- Own brand
The company calls it Asia's largest integrated soap manufacturing facility and expects about Rs 3,800 crore of turnover from the site at full operation. Soap makers and suppliers of palm derivatives should note the jump in bar capacity.
First South India plant: toothpaste and hair oils, then juices
- Capacity
- Not disclosed
- Investment
- Rs 400 crore over five years (phase 1 Rs 135 crore)
- Commissioning
- Not disclosed
- Made for
- Own brand
Phase 1 covers Dabur Red and Meswak toothpaste, Gulabari, and Vatika and Anmol hair oils, with Real juices and Amla hair oil to follow. South India is 18 to 20 percent of Dabur's domestic business, so a local plant shortens supply to those markets.
Capacity for premium skin care, hair care, and personal and home care liquids
- Capacity
- Not disclosed
- Investment
- Up to Rs 2,000 crore
- Commissioning
- Over two years from Feb 2026
- Made for
- Own brand
The board approved the plan on 18 Feb 2026. The money goes to liquids and premium formats rather than the whole portfolio, and HUL says the new facilities will target 100 percent renewable energy.
Innerwear, socks and elastics plant
- Capacity
- Not disclosed; 650,000 sq ft built up
- Investment
- About Rs 750 crore
- Commissioning
- Operations started 19 May 2025; formally inaugurated Apr 2026
- Made for
- Own licensed brand (Jockey)
Page's first plant outside Karnataka and Tamil Nadu. A foundation stone for a second Odisha unit of about Rs 250 crore was laid in April 2026.
Non leather footwear plant making shoes for adidas
- Capacity
- 40 million pairs a year at full build
- Investment
- Rs 1,700 crore across two phases (Phase II Rs 850 crore)
- Commissioning
- Phase 1 within six months of Jul 2026; all phases over three years
- Made for
- Contract manufacturing for adidas
Groundbreaking was on 10 Jul 2026. It adds to the group's Crocs plant at Perambalur and shows adidas widening its supplier base in India.
Footwear uppers and assembly expansion
- Capacity
- Adds 7.2 mn pairs of uppers and 7.2 mn pairs of assembly a year
- Investment
- Rs 230 crore from internal accruals
- Commissioning
- Premium uppers in production from Jan 2026; full capacity within about 2.5 years of Sep 2025
- Made for
- Own brand
Upper capacity was 80 percent used and assembly 75 percent before this, so the new lines add headroom for premium styles. The build runs in three phases, ending with assembly.
Non leather footwear plant (Grand Atlantia-Hong Fu India)
- Capacity
- Not disclosed
- Investment
- Rs 1,500 crore
- Commissioning
- Operations targeted from Jan 2026; start not yet confirmed
- Made for
- Contract manufacturing for global sportswear brands
The foundation stone was laid in Dec 2024 with 25,000 jobs planned, most for women. Production has not been confirmed yet, so the stage stays at construction.
Non leather footwear plant, the group's first in India
- Capacity
- Not disclosed
- Investment
- Rs 1,720 crore
- Commissioning
- Not disclosed
- Made for
- Contract manufacturing; adidas named as a client
Announced by the Tamil Nadu industries minister in Aug 2025 with about 20,000 jobs. In Jul 2026 the group also proposed a separate Rs 900 crore plant at Kuppam in Andhra Pradesh, so two states are now competing for its capacity.
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