Supply chains back to pre-Covid levels for consumer durable firms

Constraints still easing for auto firms; companies wary of commodity prices as Chinese demand may push them up

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