Crompton Greaves Consumer Electricals Ltd. · NSE:CROMPTON
Crompton Greaves Consumer Electricals — Q3 FY26 Earnings Presentation
26 slides from Crompton Greaves Consumer Electricals's earnings presentation, Feb 6, 2026
Slide 1: Exchange filing cover letter: Investor Presentation
Crompton Greaves Consumer Electricals Limited Registered & Corporate Office: 05GBD, Godrej Business District, Pirojshanagar, Vikhroli (West), Mumbai 400079. India Tel: +91 7304575254 W: www.crompton.co.in CIN: L31900MH2015PLC262254 Email: crompton.investorrelations@crompton.co.in Date: February 06,
Slide 2: Q3 FY26 Investor Presentation
Q3 FY26 Investor Presentation 6th February 2026 1
Slide 3: Journey across categories: track record of scaling new products
Journey across categories: Strong track record of entering and scaling up in new products to achieve leadership position #1 Water Heaters World’s No.1 #3 player in #1 in Residential Brand on E-com; Top 3 Kitchen Among Fastest Ceiling Fan’s Brand Lighting Pumps #2 Air coolers in Brand growing players
Slide 4: Wires & Cables: Leveraging Crompton Product & Distribution Strength
Wires & Cables: Leveraging Crompton Product & Distribution Strength Market Size Right to Win Indian W&C Industry Housing Wires Contribution Brand equity to leverage shift towards organized players 25% 5%5% 34% 3% 30% 60% 14% 25% Strong distribution network and GTM Excellence Housing Wires Power Cabl
Slide 5: Expanding Total Addressable Market (TAM)
Expanding Total Addressable Market (TAM): Reinforcing market leadership in core categories; Rising leader in emerging categories and Foray into new growth categories TAM (Rs. Cr) 75k – 80k 160k – 170k 200k+ Expansion Core Leadership Emerging Leadership Future-Build Opportunities Kitchen >25k applian
Slide 6: Q3 Highlights (Consolidated): Recovery in performance
Q3 Highlights (Consolidated): Recovery in performance with improved revenue growth trajectory and margins Consolidated revenue (Rs. Cr) Q3 Financial Highlights • Revenue grew by 7.3% YoY driven by growth in ECD and lighting 5,803 5,812 segments 1,769 1,898 • EBITDA margin stood at 10.3%, impacted by
Slide 7: ECD: Delivered 8% YoY growth driven by pumps
ECD: Delivered 8% YoY growth largely driven by strong performance in pumps; successfully transitioned to BEE 2.0 in fans Performance Q3 Highlights Consolidated ECD Revenue (Rs. Cr) 1 Fans ▪ Sequential improvement in fans performance, supported by BLDC growth across channels, while segment largely im
Slide 8: Lighting: Recorded 7% YoY growth
Lighting: Recorded 7% YoY growth, propelled by ceiling lights, accessories, and NPD contribution; Delivered industry-leading margins Performance Q3 Highlights Consolidated Lighting Revenue (Rs. Cr) 1 Segment recorded strong double-digit growth in volumes in both B2C and B2B segments 275 744 769 2 B2
Slide 9: Butterfly: Recorded revenue of Rs.245 Cr
Butterfly: Recorded revenue of Rs.245 Cr, with Idea First Series showcasing stronger contribution compared to last quarter Performance Q3 Highlights Revenue (Rs. Cr) 1 Revenue at Rs. 245 Cr • Cookers and gas stoves emerged as primary growth drivers during the quarter 725 • The Idea First Series, a p
Slide 10: Crompton 2.0: Key tenets to drive future growth
Crompton 2.0: Key tenets to drive future growth Crompton 2.0 Enabled & empowered organization Crompton 1.0 Consumer need led innovation Pole position in core categories Premiumization of the portfolio XXXX Successful foray into the kitchen Supply chain excellence (quality, cost) Innovation capabilit
Slide 11: Crompton 2.0: Q3 FY26 Update
Crompton 2.0: Q3 FY26 Update Premiumization Go-To-Market Excellence Brand Investments Innovation ▪ Introduced Fluido BLDC Fans and ▪ Alternate channel contributed 15% to ▪ Released first fully AI-generated • Foray into mobile accessories (chargers, India’s first chimney featuring AirIQ revenue digit
Slide 12: Environment Scan
Crompton 3¢ Buttertly Environment Scan
Slide 13: Current Environment: Economic trends
Current Environment: Economic trends India's Macroeconomic Global Impact Consumption Trends Landscape Sustained Growth: Real GDP projected Urban Demand: Metros and Tier-2/3 Steady Global Environment: Global at 7.4% in FY26, driven by strong demand remains buoyant; GST-driven growth to ease from 3.2%
Slide 14: Consumer Durables Industry: Domestic demand and growing preferences
Consumer Durables Industry: Domestic demand and growing consumer preferences for efficient products are shaping the industry, despite inflationary and regulatory challenges Evolving landscape in 2026 Drivers Supporting Growth ❖ Shorter replacement cycles • BEE Ratings Upgrade - Raise manufacturing s
Slide 15: Sustainable Value Creation
Crompton 3¢ Buttertly Sustainable Value Creation
Slide 16: Transforming GTM Approach
Transforming GTM Approach: Embarked on a GTM transformation journey to further strengthen our strategy distribution, guided by insights from a strategic study conducted by BCG Ambition Future-ready GTM to accelerate multi-category portfolio across all channels Objectives Reach Counter share Cost-to-
Slide 17: Product Portfolio
Product Portfolio Fans Large Domestic Appliances Ceiling Industrial Air Table Pedestal Wall mounted Circulators Air Cooler Water Heater Immersion Rod Room Heater Exhaust Small Domestic Appliances Heavy duty exhaust Pumps Residential Surface Agricultural Mixer Grinder Dry Iron Air Fryer OTG Residenti
Slide 18: New product launches in Q3 FY26
New product launches in Q3 FY26 Plasto Blasto - Stingray Aura 2 BLDC Export_Sub eco- Star BLDC + IOT 48 Inhouse Motor, RF Remote - drift & Nidus Inhouse Motor & PCB Design, Premium exhaust Point anywhere, Sleep mode, Eco Fan for Nepal Market, High RF Remote - Point fan anywhere, Timer function, Pain
Slide 19: New product launches in Q3 FY26
New product launches in Q3 FY26 1200W Halogen heater Solarium Neo Plus AirIQ SMART Series BLDC front opening India's first AirIQ technology Superior Glass line coating, Fast Heating, Overheat Premium exhaust Smart Shield corrosion chimney, Aqsync BLDC motor, Protection, Multiple fan heat setting, Sm
Slide 20: Marketing: Multiple marketing activities in Q3
Marketing: Multiple marketing activities in Q3 aimed to boost brand recognition “India’s No.1” AQI Chimney – SDA Leads Brand Chhath Puja AI Film Fans Pre-Festive campaign Affluent Targeting Campaign Build up Campaign • AI-Led Festive Innovation: Campaign Launched first-ever 100% • Fans Pre festive p
Slide 21: Environment Social Governance
ESG Rating | Global ranking at #2 in household durables CSA Score-2025 : 71/100 GICS Sector: Consumer Discretionary ESG Score Industry: DHP Household Durables S&P Global CSA Score Ranked No 1st in India & 2nd Achieved Rating “B” for Both Section Climate & Water amongst Global Peers in Household 71 D
Slide 22: Awards and Recognitions
Awards and Recognitions National Energy Conservation Award 2025 Top 100 Innovative Companies Award by CII ▪ Appliance of the Year (Storage Water Heaters): Recognized by the Hon’ble ▪ Recognized by CII as one of India’s Top 100 Innovative Companies, President of India for Crompton’s BEE 5-Star Arno N
Slide 23: Crompton Standalone Q3 Financial Performance
Crompton Standalone Q3 Financial Performance Rs. Cr Particulars Q3 FY26 Q3 FY25 Y-o-Y Q2 FY26 Q-o-Q 9M FY26 9M FY25 Y-o-Y Q3 Highlights Net Sales 1,659 1,545 7.4% 1,632 1.7% 5,110 5,150 -0.8% Less: Material Cost 1,143 1,042 9.8% 1,137 0.5% 3,535 3,511 0.7% Material Margin 516 503 2.5% 494 4.4% 1,575
Slide 24: Crompton Consolidated Q3 Financial Performance
Crompton Consolidated Q3 Financial Performance Rs. Cr Particulars Q3 FY26 Q3 FY25 Y-o-Y Q2 FY26 Q-o-Q 9M FY26 9M FY25 Y-o-Y Net Sales 1,898 1,769 7.3% 1,916 -0.9% 5,812 5,803 0.2% Less: Material Cost 1,287 1,181 9.0% 1,311 -1.8% 3,954 3,915 1.0% Material Margin 611 588 3.9% 605 1.0% 1,858 1,889 -1.6
Slide 25: List of Acronyms
List of Acronyms Acronym Definition Acronym Definition AQI Air Quality Index GTM Go-to-market B2B Business-to-business LDA Large Domestic Appliances B2C Business-to-consumer LED Light Emitting Diode BEE Bureau of Energy Efficiency OOH Out-of-Home BLDC Brushless Direct Current PAT Profit After Tax CA
Slide 26: Thank you
Registered Office: Crompton Greaves Consumer Electricals Ltd, Godrej Business District, Plot No. 05, Thank you Pirojshanagar, Near Gate No. 2B, LBS Marg, Vikhroli West, Mumbai 400 079 For any query, please write to us at: Company: crompton.investorrelations@crompton.co.in Connect with us on www.crom
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