Logitech stock adds India production as chip risk stays in focus

Logitech is adding local production in India while a semiconductor shortage continues to shape the outlook for the holiday quarter. According to an AD HOC NEWS report, the company plans to initially make webcams and mice for the Indian market.

Logitech stock traded at 86.38 euros on Lang & Schwarz at 17:42 CET on Friday, November 6, 2026. Since the previous report, the quote declined 3.83 percent from 89.82 euros at 11:47 CET on Thursday, November 5. This comparison measures the move since that report and is separate from a daily Xetra comparison.

Local Output Adds Supply Flexibility

The India initiative broadens Logitech's regional manufacturing footprint and could reduce reliance on long-distance deliveries for products sold locally. The immediate investor focus, however, remains the availability of semiconductor components during the seasonally important holiday period.

Logitech reported sales of 1.22 billion US dollars for the second quarter of fiscal 2027, ended September 30, 2026. Revenue increased 3 percent in US dollars and 2 percent on a constant-currency basis, marking the company's 11th consecutive quarter of year-over-year growth.

Growth Areas Face Uneven Demand

Gaming sales rose 8 percent and Video Collaboration revenue increased 12 percent in the quarter. Webcams declined 9 percent and Tablet Accessories fell 32 percent, underscoring the uneven development across Logitech's portfolio.

The semiconductor supplier's facility reopened in September after a serious incident and is expected to reach full production by the end of calendar 2026. Logitech expects the disruption to be largely resolved in fiscal fourth quarter, but forecasts a third-quarter sales impact of 70 million to 80 million US dollars.

For fiscal third quarter, management expects sales of 1.36 billion to 1.43 billion US dollars and adjusted operating income of 220 million to 255 million US dollars. The constant-currency sales outlook ranges from a 5 percent decline to flat growth.

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The next key test is the fiscal third quarter, when component availability, holiday demand and the supplier ramp-up will show whether the temporary disruption is easing. More news and analyses on Logitech stock track these developments.