 "consumer durables firms")
Automotive and consumer durables companies, which depend on China for components, have seen supply chain constraints ease after China ended its zero-Covid policy.
In fact, for consumer durables firms, the disruptions faced over the past two years have not just eased, supplies have returned to pre-Covid levels. For the auto sector, though, the constraints are still easing.
Before the pandemic, consumer durables companies saw components reach Indian ports in 20-30 days. But during the pandemic, it took more than 45 days for components to reach ports. That situation has now reverted to the pre-pandemic trend.
However, even as supplies reach faster, companies are
