Crompton Greaves Consumer Electricals Ltd. · NSE:CROMPTON
Crompton Greaves Consumer Electricals — Investor Presentation (June 2025)
45 slides from Crompton Greaves Consumer Electricals's investor presentation, Jun 11, 2025
Slide 1: Stock exchange intimation letter for 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: June 11, 2025
Slide 2: Investor Presentation June 2025
Investor Presentation June 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 at work Value Unlock Q4 & FY25 Highlights Index Key Strategic Tenets Annexure
Slide 5: Crompton 2.0 at work
Crompton Crompton 2.0 at work
Slide 6: Leading consumer durables company with pole position across categories
Leading consumer durables company with pole position across categories Highest penetrated brand in Fastest growing home No.1 in E-Com for water 1 fans and residential pumps over decades 2 appliances company 3 heaters and air coolers high- quality products catering to consumer needs, backed by seamle
Slide 7: 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 8: Crompton 2.0 delivering results: investments in brand, innovation and people
Crompton 2.0 delivering results: Since Jun’23 significant investments have been made towards brand, innovation and people which has helped to deliver double- digit revenue growth Stepped-up brand investments Continued focus on innovation • Across categories, launched several multi-media marketing ca
Slide 9: Innovation as a competitive advantage leading to consumer delight
Crompton 2.0 at work: Innovation as a competitive advantage leading to consumer delight Winner of most energy efficient Introduced a dual control Launch of a high energy 1 efficient induction motor fan 2 appliance of the year 3 BLDC fan with regulator + award by the President of India remote = regmo
Slide 10: Platform-First approach through launch of Nucleus and X-Tech
Crompton 2.0 at work: 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-h
Slide 11: Stepped up A&P spends during the year
Crompton 2.0 at work: Stepped up A&P spends during the year High impact multi-media campaigns across different categories to drive brand awareness Fans Air Coolers Mixers Water Heaters Shaping a bold new language for fans – ‘Sculpted, Not Made.’ #TechWithHeart – ‘Innovation that Strengthening our E-
Slide 12: Leveraging the strength of Crompton brand to drive salience across range
Crompton 2.0 at work: Leveraging the strength of Crompton brand to drive salience across range Strengthening Crompton brand equity, driving consumer demand and winning in the market Drive share gain Use range to Strengthening Fortifying Build B2C in air coolers accelerate leadership in leadership li
Slide 13: A glimpse of the benefits of embedding digitization
Crompton 2.0 at work: A glimpse of the benefits of embedding digitization Dealer Portal After Sales Service Crompton Parivaar App • Launched Crompton Assist+, a dedicated program for service excellence • Retailer connect to track secondary sales, dashboard, • Completely digitized schemes • Platform
Slide 14: Robust execution of solar pump orders
Crompton 2.0 at work: Robust execution of solar pump orders 13
Slide 15: Remote monitoring system (RMS) for solar pumps
Crompton 2.0 at work: Remoting monitoring system (RMS) for solar pumps Solar Water Pump • Introduced Solar Water Pumps for Agricultural & Residential Application • Online Monitoring System Established For Solar Pump Performance Tracking • All Operational Pumps Connected to Dashboard • Performance Pa
Slide 16: Our commitment to sustainability has set us apart from global peers
Crompton 2.0 at work: Our commitment to sustainability has set us apart from global peers December 2024 S&P Global ESG Score GICS Sector: Consumer Discretionary S&P Sustainability Yearbook – 2025 Rankings Dow Jones Sustainability Index ESG Score Industry: DHP Household Durables Crompton Greaves Cons
Slide 17: Consecutive second year of 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 18: Strong FY25 performance with ECD delivering 11% YoY revenue 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 19: Value Unlock
Crompton Value Unlock
Slide 20: Total Addressable Market: reinforced leadership and forayed into new categories
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 Solar pumps
Slide 21: Foray into Solar rooftop
Foray into Solar rooftop: Well-positioned to leverage our strong brand, existing B2B relationships with government and strong distribution and service network Market Outlook and • Large and growing market: Rs. ~20-25k Cr market, expected to grow at 20%+ growth drivers • Strong regulatory push: PM Su
Slide 22: Greenfield Project: Under Evaluation
Greenfield Project: Under Evaluation Current Manufacturing Footprint Future Readiness 1. Capacity requirement • Consumer preference is changing rapidly due to focus on aesthetics and shortening replacement cycle Baddi 1 • We need to anticipate and create capabilities tuned to market demand and Baddi
Slide 23: GTM Transformation
GTM Transformation: We have embarked on a transformative journey to further strengthen our distribution Ambition Future-ready GTM to accelerate multi-category portfolio across all channels Objectives Reach Counter share Cost-to-serve Customer advocacy Sustained growth of Fair share in certain Indust
Slide 24: Q4 and FY25 Highlights
Crompton Q4 and FY25 Highlights
Slide 25: FY25 Highlights: Strong revenue growth powers margin gains
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 26: Q4 Highlights: Consistent revenue growth with improving margins
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 27: 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 28: Key Strategic Tenets
Crompton Key Strategic Tenets
Slide 29: 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 30: New Categories and Adjacencies
New Categories and Adjacencies: We will continue our journey of thoughtfully diversifying and expanding our TAM Multiple potential plays; to be evaluated for whitespaces and synergies Non-exhaustive Core Switches Switch gear Wires and Cables Adjacency Core Air purifier Water purifier Vacuum cleaner
Slide 31: Annexure
Crompton Annexure
Slide 32: Crompton Performance
Crompton Crompton Performance
Slide 33: ECD performance: Sustained double-digit revenue growth in FY25
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 34: Lighting performance: steady FY25 revenue growth
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 35: 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 36: 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 37: 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 38: Butterfly Performance
Crompton Butterfly Performance
Slide 39: 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 40: Financial Performance
Crompton Financial Performance
Slide 41: 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 42: 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 43: CSR Initiatives
Crompton CSR Initiatives
Slide 44: 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 45: 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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