Top AC Stocks to Watch for Potential Gains Following New Mandates from the Ministry of Road Transport, Effective October 2025!

The Ministry of Road Transport and Highways has made a significant announcement that could potentially bring about a transformative change in the truck industry as well as for truck drivers. Effective October 1, 2025, all newly manufactured trucks are mandated to include air-conditioned (AC) cabins specifically designated for drivers.

Back in July, Nitin Gadkari, the Union Minister for Road Transport and Highways, announced the approval of a draft notification that mandates the installation of air conditioning systems in truck cabins.

In a notification, the ministry stated: “…vehicles manufactured on or after October 1, 2025, must be equipped with an air conditioning system for the cabins of vehicles falling under the N2 and N3 category.” The notification added that the testing of cabins equipped with an air conditioning system shall adhere to IS14618:2022 standards.

Furthermore, he highlighted the pivotal role of truck drivers within India’s crucial transport sector, stressing the urgency to address concerns related to their working conditions and mental well-being.

Gadkari announced the upcoming enforcement of mandatory air-conditioned cabins for trucks. Expressing dismay over truck drivers enduring extreme heat conditions, he mentioned advocating for air-conditioned cabins despite objections from some quarters citing increased costs.

Stocks to keep on the radar 

Two stocks worth monitoring that are likely to benefit from this announcement are Subros Limited and Amber Enterprises. Both stocks are trading higher today compared to Friday’s closing price. Particularly Subros Limited, which experienced a surge of over 17% in response to this news.

Subros Limited 

Subros Limited, established in 1985, the company operates in the manufacturing and provision of Auto Air Conditioning products for leading Automakers in both Passenger and Commercial Vehicle sectors. Subros has established a technical collaboration with Denso Corporation.

The company is a prominent player in India’s Air Conditioning and thermal Products sector and commands a dominant market position. With a substantial share of around 40% in the Passenger Car AC segment and approximately 51% in the Truck Aircon/Blower segment, it stands as the leading company in these automotive categories.

Recently, on December 9, the company announced that it had received an order worth approximately Rs 25 crore from Indian Railways for the supply and commissioning of coach Roof Mounted Air Conditioners.

The company’s stock is trading at Rs 505.55 per share on the BSE, and it has generated a 62% return in the last year. Below is the company’s monthly stock price chart.

Amber Enterprises 

Amber Enterprises India Limited is a prominent player in the Indian air conditioning industry. Established in 1990, it specialises in providing solutions for original equipment manufacturing (OEM) and original design manufacturing (ODM) of air conditioners.

Currently, the company holds a market share of 29% in the RAC (Refrigeration and Air Conditioning) industry. Its product portfolio includes air conditioners, non-air conditioner components, and comprehensive one-stop solutions catering to the RAC industry.

The company’s stock is trading at Rs 3,117 per share on the BSE, and it has generated a 56% return in the last year. Below is the company’s Weekly stock price chart.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. It is based on several secondary sources on the internet and is subject to changes. Please consult an expert before making related decisions.