Crompton Greaves Consumer Electricals Ltd. · NSE:CROMPTON
Crompton Greaves Consumer Electricals — Q4 FY26 Earnings Presentation
29 slides from Crompton Greaves Consumer Electricals's earnings presentation, May 13, 2026
Slide 1: Exchange filing cover letter: revised 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: May 13, 2026
Slide 2: Q4 FY26 Investor Presentation
Q4 FY26 Investor Presentation 13th May 2026 Public
Slide 3: Disclaimer
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 affiliate
Slide 4: Journey across categories: strong track record of entering and 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 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 – 200 k Core Leadership Emerging Leadership Future Build Kitchen >25k >30k Solar pumps appliances >15k Fan
Slide 6: Wires & Cables: Successfully launched 'Crompton Armor'
Wires & Cables: Successfully launched ‘Crompton Armor’ in Mar’26, with retail rollout in select cities; Clocking revenues within ~60 days of announcement Consumer Insights Product differentiation Crompton Armor • Frequent upgrading of electronics in homes requiring higher power • Fire safety concern
Slide 7: FY26 Highlights (Consolidated): Strong sequential recovery
FY26 Highlights (Consolidated): Strong sequential recovery with solid double-digit growth in Q4 led by Industry leading growth in lighting and Butterfly Consolidated revenue growth YoY % 7.3% 10.8% H1 FY26 Q3FY26 Q4FY26 Industry leading growth delivered by Lighting and -3.0% 1 Kitchen appliances for
Slide 8: FY26 Highlights (Consolidated): Strong improvement in margins
FY26 Highlights (Consolidated): Strong improvement in margins with pricing and other interventions to address cost volatility Consolidated EBIT margin % 9.9% 6.8% 8.0% 1 Calibrated price hikes undertaken across key categories to offset the input cost pressures H1 FY26 Q3FY26 Q4FY26 ECD EBIT margin %
Slide 9: Cleaner foundation for value creation: Strategic Reset
Cleaner foundation for value creation: Strategic Reset to unlock long term value through Butterfly business – poised for growth coupled with a leaner consolidated Balance sheet FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 Reflect & Scale - up Reset Build Margin accretive, Strong core business Re-align Sc
Slide 10: Q4 Highlights (Consolidated)
Q4 Highlights (Consolidated): 11% revenue growth with strong recovery across segments; Robust EBITDA margins at 11.9% despite sustained cost pressures Consolidated revenue (Rs. Cr) Q4 Financial Highlights • Revenue grew by 10.8% YoY driven by growth across all 2,283 segments 2,061 8,096 7,864 • EBIT
Slide 11: ECD: Revenue growth rate gaining momentum
ECD: Revenue growth rate gaining momentum, registering double digit growth across product categories led by pumps, SDA and fans; Solar rooftop ramp-up progressing well Performance Q4 FY26 Highlights Consolidated ECD Revenue (Rs. Cr) 1 Fans Sequential improvement in fans performance; supported by str
Slide 12: Lighting: Industry leading revenue growth of ~14%
Lighting: Industry leading revenue growth of ~14%, propelled by B2C and B2B along with continued superior margin delivery; Residential wires launched in southern markets Performance Q4 FY26 Highlights Consolidated Lighting Revenue (Rs. Cr) 1 Revenue driven by strong double-digit growth in volumes in
Slide 13: Butterfly: Strong revenue trajectory continues
Butterfly: Strong revenue trajectory continues with 17% growth rate led by all categories; Margin expansion led by gradual improvement in product mix Performance Q4 FY26 Highlights Revenue (Rs. Cr) 1 Revenue at Rs. 218 Cr, growth of 17% • Cookers and gas stoves continue to drive growth • Gas stoves
Slide 14: 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 15: Crompton 2.0: Q4 FY26 Update
Crompton 2.0: Q4 FY26 Update Premiumization Go-To-Market Excellence Brand Investments Innovation Premium saliency in fans led by Strong growth across channels Rolled out pan-India campaign to • 57 new projects launched across improvement in BLDC share as well announce Crompton as the World’s c
Slide 16: Environment Scan
Crompton Environment Scan
Slide 17: Current Environment: Economic trends
Current Environment: Economic trends India's Macroeconomic Global Impact Consumption Trends Landscape Resilient Growth: India’s real GDP Urban Demand: Private consumption Steady Global Environment: Global projected at ~6.4% in FY27, supported by led demand, supported by urban growth projected at ~3.
Slide 18: Consumer Durables Industry
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 19: Sustainable Value Creation
Crompton Sustainable Value Creation
Slide 20: 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 21: 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 22: New product launches in Q4 FY26
New product launches in Q4 FY26 Jazz BLDC remote 48” & Wavestar AL Needle Standard & subeco new 36" Winding (Pedestal & Wall colors - Blue/Grey, Matte Premium exhaust Fan) Black & New Brown Sub Eco BLDC category product fan New aesthetics which can be operated through New colors in standard and the
Slide 23: New product launches in Q4 FY26
New product launches in Q4 FY26 Stabilizer wave -2 Highbay NHAI Streetlight 300-350w Wide Range: Models for ACs & Wattages Range - 80 to 250w Modular design LED TV. Premium exhaust Better and wider throw of light Range 300, 350w fan Low & Advanced Protection: Low-cost solution Specially designed for
Slide 24: Marketing: High-Impact, AI-Led Brand Building at Scale in Q4
Marketing: High-Impact, AI-Led Brand Building at Scale in Q4 “World’s No.1” Lighting: AI-Led Brand “Crompton Pumps: Bina Kitchens: Power & Ceiling Fan Salience at Scale Ruke, Zyaada Chale” Moments • Campaign rollout: Full pager national • AI-powered visibility: Rolled out • AI-led festive launch: Ro
Slide 25: ESG Rating | India No.1 & Global Top-Tier Performer
ESG Rating | India No.1 & Global Top-Tier Performer in household durables CSA Score-2025 : 71/100 GICS Sector: Consumer Discretionary ESG Score Industry: DHP Household Durables Category: Consumer Discretionary S&P Global CSA Score 100 80 71 Last Updated: 8th Dec-2025 60 61 47 40 34 20 Achieved Ratin
Slide 26: Crompton Standalone Financial Performance
Crompton Standalone Financial Performance Rs. Cr Particulars Q4 FY26 Q4 FY25 Y-o-Y Q3 FY26 Q-o-Q FY26 FY25 Y-o-Y Net Sales 2,083 1,879 10.9% 1,659 25.5% 7,193 7,028 2.3% Q4 Highlights Less: Material Cost 1,441 1,251 15.2% 1,143 26.1% 4,977 4,762 4.5% Material Margin 642 627 2.4% 516 24.4% 2,217 2,26
Slide 27: Crompton Consolidated Financial Performance
Crompton Consolidated Financial Performance Rs. Cr Particulars Q4 FY26 Q4 FY25 Y-o-Y Q3 FY26 Q-o-Q FY26 FY25 Y-o-Y Net Sales 2,283 2,061 10.8% 1,898 20.3% 8,096 7,864 2.9% Less: Material Cost 1,562 1,360 14.8% 1,287 21.4% 5,515 5,273 4.6% Material Margin 721 701 2.9% 611 18.0% 2,580 2,591 -0.4% as a
Slide 28: 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 LED Light Emitting Diode B2C Business-to-consumer MOR Modern Organized Retail BEE Bureau of Energy Efficiency OOH Out-of-Home BLDC Brushless Direct Cur
Slide 29: 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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