Whirlpool of India

Good to see you are invested. Can you mention your rationale of choosing Whirlpool over say a Voltas, Hitachi AC, TTK Prestige, Havells etc. among consumer durables?
I was seing even a Bajaj Electricals is doing very well, somehow Whirlpool and Hitachi AC (The two MNCs) have been lagging in India for last few years…

There is concern on their capability to increase revenues. For Whirlpool, the Refrigerators market share have been kind of stagnant but they lost in Washing machines. AC - I don’t see many using it. Same for water purifiers, dishwashers etc.

Why are they lagging behind so much and why do Indians do not opt for a Whirlpool? My wife was surprised when I opted for a Whirlpool AC (reason being that it built its own compressor back then) and also its American legacy and quality one can vouch for…but guess not many takers in India so far…Why? Is it the distribution issue or marketing or pricing or the SKUs or all of it or something else? After sales service?

Disc: Invested in Whirlpool (transactions recently) and some above names in consumer durables, hence critical. Views only for academic purposes and not a buy/sell decision.

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