26 slides from Crompton Greaves Consumer Electricals's earnings presentation, Nov 6, 2025
Slide 1: Investor Presentation filing letter to BSE and NSE
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: November 06,
Slide 2: Q2 FY26 Investor Presentation
Q2 FY26 Investor Presentation 6th November 2025 1
Slide 3: Recognitions: Crompton recognized as World #1 Ceiling Fans Brand
Recognitions | Crompton recognized as World #1 Ceiling Fans Brand 2
Slide 4: Solar business gaining momentum
Solar business gaining momentum: Backed by strong execution capabilities and trusted brand legacy; Expected to provide significant fillip to our direct to consume business Solar Rooftop: Stellar debut with Strengthening Execution Solar Pumps: Scaling presence rapid acceleration Capabilities • Large
Slide 5: Q2 Highlights (Consolidated)
Q2 Highlights (Consolidated): Extended monsoon continues to play dampener to cooling products; Strong traction in Pumps, Small Domestic Appliances (SDA) and Butterfly Consolidated revenue (Rs. Cr) Q2 Financial Highlights 1,916 4,034 • Broadly stable revenue YoY 1,896 3,914 • EBITDA margin at 8.3%, l
Slide 6: ECD: De-growth of 1.5% YoY largely due to weather disruptions
ECD: De-growth of 1.5% YoY largely due to weather disruptions; Pumps and Small Domestic Appliances (SDA) have delivered strong performance Performance Q2 Highlights Consolidated ECD Revenue (Rs. Cr) 1 Fans ▪ Prolonged monsoons continue to impact fans, however some recovery was seen vs Q1; segment sa
Slide 7: Lighting: Continues stable performance led by strong LED volume growth
Lighting: Continues stable performance led by strong LED volume growth, amidst industry-wide price erosions Performance Q2 Highlights Consolidated Lighting Revenue (Rs. Cr) 1 Volume rebounding to high-teens growth YoY, signaling demand and early signs of price stability; Revenue growth at 3.1% YoY 2
Slide 8: Butterfly: Strong Q2 performance
Butterfly: Strong Q2 performance driven by consistent month-on-month revenue growth momentum , improved gross margins, and disciplined cost management Performance Q2 Highlights Revenue (Rs. Cr) 1 Revenue rose to Rs. 293 Cr, up 14% YoY • Core categories delivered double-digit growth, supported by sus
Slide 9: Baroda Restructuring
Baroda Restructuring: Improve efficiency by optimizing manufacturing costs Baroda Facility • Enhancing productivity through transition from Shifted from One PL to Multi-PLs one PL to multiple PL Pre-Restructuring Post-restructuring • Introduced new product lines i.e., BLDC PCB BLDC PCB and appliance
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: Q2 FY26 Update
Crompton 2.0: Q2 FY26 Update Premiumisation Go-To-Market Excellence Brand Investments Innovation ▪ Premium saliency in Fans improved ▪ Alternate channel saliency at 20% ▪ All India print campaign for Fans ▪ 89 New Projects Launched across to 25.4% (+180 bps YoY) ▪ Weather conditions impacted channel
Slide 12: Environment Scan
Crompton 3¢ Buttertly Environment Scan
Slide 13: India Consumption: Recent GST cuts expected to drive rebound
India Consumption: Recent GST cuts are expected to drive a rebound in growth, with initial signs of positive traction; Festive season to provide further consumption boost GST 2.0 expected to provide recovery benefit to durables segment, albeit in a phased manner; High ticket items (automobiles, whit
Slide 14: Sustainable Value Creation
Crompton 3¢ Buttertly Sustainable Value Creation
Slide 15: Expanding Total Addressable Market (TAM)
Expanding Total Addressable Market (TAM): We have reinforced market leadership in core categories, and forayed into emerging & new growth categories to expand our TAM 2x-3x TAM (Rs. Cr) 75k – 80k 1.5 – 2.0 lakh Core Leadership Emerging Leadership New categories/Adjacencies Kitchen >25k appliances So
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: Long Term Incentive Plan
Implementation of Long-Term Incentives (LTI) Plan: Aligning employee interests with value creation Long-term incentives (in addition to current ESOPs) extended to cover ~150 employees at leadership level Long Term Designed in alignment with Company goals; Incentivizes employees to remain with the co
Slide 18: Product Portfolio
Product Portfolio Fans Large Domestic Appliances Ceiling Table Wall mounted Pedestal Air Cooler Water Heater Immersion Rod Room Heater Small Domestic Appliances Industrial Air Heavy duty exhaust Exhaust Circulators Pumps Mixer Grinder Dry Iron Air Fryer OTG Residential Residential Agricultural Surfa
Slide 19: New product launches in Q2 FY26
New product launches in Q2 FY26 HS Riviera Neo and Toro (Cu)-24” Toro 56” Rural Model 48” & 36” Antidust, HighSpeed, Deco Antidust, High Speed, Deco Premium Eco Category, exhaust High Speed, 1 Aesthetics, sweep extension Aesthetics, 100% copper star. fan winding motor V4 Resi Dura 1.0_P2 Solar Pumps
Slide 20: Marketing: Multiple marketing activities in Q2
Marketing: Multiple marketing activities in Q2 aimed to boost brand recognition “India’s No.1” Fans Pre-Festive SDA Leads Brand Extending Q2 Diwali campaign Campaign Campaign advertising muscle Campaigns to explore avenues • India’s No.1 Fan Campaign: • Coverage: 6 airports, 80+ • 360° Campaign: Hig
Slide 21: ESG Rating: global ranking at #2 in household durables
ESG Rating | Rating continues to jump, global ranking at #2 in household durables • ESG score of 72/100 up from 62/100 last year • Globally ranked 2nd in Household Durables, up from 4th rank last year 20
Slide 22: Awards and Recognitions
Awards and Recognitions 1. Chief Executive Award: Mr. Promeet Ghosh – SilentPro FluidoWave and Outstanding leadership & vision in the energy Received the Golden Peacock Achieved CII GreenPro (Type-I Solarium Blaze 3L have been sector Award 2025, reaffirming our Ecolabel) Certification for Entire hon
Slide 23: Crompton Standalone Q2 Financial Performance
Crompton Standalone Q2 Financial Performance Rs. Cr Particulars Q2 FY26 Q2 FY25 Y-o-Y Q1 FY26 Q-o-Q H1 FY26 H1 FY25 Y-o-Y Q2 Highlights Net Sales 1,632 1,645 -0.8% 1,819 -10.3% 3,450 3,605 -4.3% Less: Material Cost 1,137 1,121 1.5% 1,254 -9.3% 2,391 2,467 -3.1% Material Margin 494 525 -5.8% 565 -12.
Slide 24: Crompton Consolidated Q2 Financial Performance
Crompton Consolidated Q2 Financial Performance Rs. Cr Particulars Q2 FY26 Q2 FY25 Y-o-Y Q1 FY26 Q-o-Q H1 FY26 H1 FY25 Y-o-Y Net Sales 1,916 1,896 1.0% 1,998 -4.1% 3,914 4,034 -3.0% Less: Material Cost 1,311 1,276 2.7% 1,356 -3.4% 2,667 2,732 -2.4% Material Margin 605 621 -2.5% 642 -5.8% 1,247 1,302
Slide 25: List of Acronyms
List of Acronyms Acronym Definition Acronym Definition ATL Above the line LDA Large Domestic Appliances B2B Business-to-business LED Light Emitting Diode B2C Business-to-consumer LKA Large Kitchen Appliances BLDC Brushless Direct Current LTI Long-Term Incentives CTV Connected Television MNRE Ministr
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