Crompton Greaves Consumer Electricals Ltd. · NSE:CROMPTON
Crompton Greaves Consumer Electricals — Q4 FY25 Earnings Presentation
34 slides from Crompton Greaves Consumer Electricals's earnings presentation, May 15, 2025
Slide 1: Exchange filing cover letter
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: May 15, 2025
Slide 2: Q4 FY25 Investor Presentation
Q4 FY25 Investor Presentation 15th May 2025
Slide 3: Disclaimer
Disclaimer This presentation does not constitute an offer from Crompton Greaves Consumer Electricals Ltd. or any of its affiliates (“Crompton”) to any party and the information contained herein will not form the basis of any contract. Neither Crompton nor any of their respective affiliates, sharehol
Slide 4: Index
Crompton 2.0 Environment Scan Q4 & FY25 Performance Index Financial Statements CSR Initiatives
Slide 5: Crompton 2.0
Crompton Crompton 2.0
Slide 6: Crompton 2.0 continues to deliver results: double-digit growth in FY25
Crompton 2.0 continues to deliver results: Consecutive second year of double-digit growth in FY25 standalone revenue by 10% YoY; Sustained Q4 FY25 margin despite subdued demand Standalone revenue (Rs. Cr) Robust revenue growth sustained: 10% 5% 7,028 1,797 1,879 o FY25 Revenue grew 10% YoY led by EC
Slide 7: Strong FY25 performance with ECD delivering 11% YoY growth
Crompton 2.0 continues to deliver results: Strong FY25 performance with ECD delivering 11% YoY revenue growth and margin expansion FY25 ECD revenue grew 11%; EBIT rose 20% with margin FY25 Lighting revenue rose 2%; EBIT surged 14% with expansion by 100 bps to 15.4% margin improving by 120 bps to 11.
Slide 8: 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 9: Innovation: Platform-First approach with Nucleus and X-Tech
Innovation | Adopted a Platform-First approach through launch of Nucleus and X-Tech Backed by trust and to advance its technology for scalable, future-ready products, we have adopted a bold ‘Platform-First’ strategy to drive innovation Benefits of Platform First Approach • Developed an in-house adva
Slide 10: Crompton Assist+: new after-sales service
Crompton Assist+: Introducing a new addition to after-sales service In line with our commitment to service excellence, this platform enhances customer satisfaction, streamlines inefficiencies, and provides data-driven insights for consistent improvement 9
Slide 11: Crompton 2.0: Q4 FY25 Update
Crompton 2.0: Q4 FY25 Update Premiumisation Go-To-Market Excellence Brand Investments Innovation ▪ Premium saliency in fans has ▪ Conducted channel partner and ▪ Higher ad spends towards the lighting ▪ 46 New Projects Launched across improved led by mass premium retailer meets across product lines s
Slide 12: Environment Scan
Crompton Environment Scan
Slide 13: Current macroeconomic environment: near-term demand revival remains weak
Current macroeconomic environment: Near-term demand revival remains weak, could ease from H2 FY26 onwards; Housing momentum in premium segment witnessed growth Private consumption, the largest component of GDP (~55-60%), Household consumption expenditure towards consumer durables has remained stable
Slide 14: Current macroeconomic environment: Tariff impact and economic trends
Current macroeconomic environment: Tariff impact and economic trends India's Macroeconomic Consumption Trends Global Impact Landscape Amidst Tariffs • The Trump administration has paused • Growth: IMF revised India’s 2025 GDP • Rural Consumption: tariff hikes for 90 days, keeping a 10% growth to 6.2
Slide 15: Quarter Highlights
Crompton Quarter Highlights
Slide 16: FY25 Highlights
FY25 Highlights: Strong revenue growth powers margin gains as profit outpaces topline Standalone revenue stood at Rs. 7,028 Cr., recorded a robust 10% YoY growth marking the second consecutive year of double-digit growth 1 primarily driven by strong performance in the ECD segment 2 ECD segment, reve
Slide 17: Q4 Highlights
Q4 Highlights: Consistent revenue growth with improving margins; Signs of momentum building in Butterfly’s performance with revenue growth of 12% YoY 1 Standalone Revenue at Rs. 1,879 Cr, delivering ~5% YoY growth 2 ECD segment drives growth, with revenue at Rs. 1,603 Cr, marking an increase by 6% Y
Slide 18: Segment Performance (Standalone)
Crompton Segment Performance (Standalone) Revenue FY25 FY24 YoY Q4 FY25 Q4 FY24 YoY Q3 FY25 QoQ ECD 6,010 5,392 11% 1,603 1,516 6% 1,288 24% Lighting 1,018 996 2% 276 281 -2% 257 7% EBIT FY25 FY24 YoY Q4 FY25 Q4 FY24 YoY Q3 FY25 QoQ ECD 928 775 20% 268 253 6% 196 37% EBIT % 15.4% 14.4% 100 bps 16.7%
Slide 19: Crompton Performance
Crompton Crompton Performance
Slide 20: ECD performance
ECD performance: Sustained double-digit revenue growth in FY25, led by continued robust performance by pumps and appliances; Healthy EBIT margin expansion Performance Highlights 1 Fans: Sustaining mid-single digit growth in FY25 amidst weak consumer demand Revenue (Rs. Cr) ▪ Revenue growth led by no
Slide 21: Lighting performance
Lighting performance: FY25 shows steady revenue growth; EBIT doubles YoY in Q4 FY25 Performance Highlights Revenue (Rs. Cr) 1 Lighting revenue grew by 2% YoY in FY25 and de-grew by 2% YoY in Q4 FY25 B2C segment: 996 1,018 o Topline growth in B2C driven through mix improvement 281 276 o Ceiling and b
Slide 22: New product launches in Q4 (1/2)
New product launches in Q4 (1/2) Niteo Nucleoid Super Briz Royal 5-star rated Activ BLDC ActivBLDC Technology saving Decorative fan with heavy duty technology (24W), delivering upto 60% in electricity 100% copper winding motor, Premium exhaust superior performance, with consumption. With ergonomic A
Slide 23: New product launches in Q4 (2/2)
New product launches in Q4 (2/2) Hyperjet Smart NHAI Streetlight (200- IntelliWave & 270W) IntelliSense Chimney ActivBLDC tech IoT fan with Premium exhaust Aerodynamic design with Smart Chimney solution - remote, App, Alexa fan support, lower EPA rating, quality & Gesture control, auto clean and hig
Slide 24: Awards & Accolades
Awards & Accolades 1 Green-Pro Certification 2 Awarded a Silver in the Best 3 India’s Best Annual Report 4 SilentPro Blossom Smart has received for Ceiling Fan HS Website Category at India Award 2024 for Crompton’s been honoured with the prestigious Digital Awards 2025 integrated annual report Good
Slide 25: Butterfly Performance
Crompton Butterfly Performance
Slide 26: Butterfly Performance: Sharp recovery in revenue trajectory
Butterfly Performance: Sharp recovery in revenue trajectory with double-digit YoY growth coupled with notable increase in profitability Performance Highlights 1 Revenue at Rs. 187 Cr, growth by 12% YoY Revenue (Rs. Cr) o Categories such as mixer grinders, cookers and wet grinders clocked a double-di
Slide 27: Financial Performance
Crompton Financial Performance
Slide 28: Standalone Q4 & FY25 Financial Performance
Crompton Standalone Q4 & FY25 Financial Performance: Consistent double-digit revenue growth and EBITDA growth in FY25 as per Crompton 2.0 Rs. Cr Particulars Q4 FY25 Q4 FY24 Y-o-Y Q3 FY25 Q-o-Q FY25 FY24 Y-oY Q4 Highlights Net Sales 1,879 1,797 4.6% 1,545 21.6% 7,028 6,388 10.0% Less: Material Cost 1
Slide 29: Consolidated Q4 & FY25 Financial Performance
Crompton Consolidated Q4 & FY25 Financial Performance Rs. Cr Particulars Q4 FY25 Q4 FY24 Y-o-Y Q3 FY25 Q-o-Q FY25 FY24 Y-o-Y Net Sales 2,061 1,961 5.1% 1,769 16.5% 7,864 7,313 7.5% Less: Material Cost 1,362 1,335 2.0% 1,180 15.4% 5,273 5,000 5.5% Material Margin 699 626 11.7% 589 18.7% 2,590 2,313 1
Slide 30: CSR Initiatives
Crompton CSR Initiatives
Slide 31: CSR Initiatives
CSR Initiatives Skill & Entrepreneurship Water conservation Community Care Employee Engagement Women Empowerment Development Ground water Banking and Highly skilled and Uplifting community across Contributing time and skills Honoured with the Best Climate-resilient agriculture employable youth manuf
Slide 32: Key Strategic Tenets
Crompton Key Strategic Tenets
Slide 33: Strategic tenets for a future-ready Crompton
Strategic tenets for a future-ready Crompton Crompton 2.0: Accelerated growth at healthy margins to deliver strong TSR Protect and grow Transform Foray into new Win in the Kitchen the core Lighting business segments • Fans: Strengthen the core & • Small domestic appliances: • Product innovation & po
Slide 34: Registered Office
Registered Office: Crompton Greaves Consumer Electricals Ltd, Godrej Business District, Plot No. 05, 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.crompton.co.in
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