Butterfly Gandhimathi Appliances Limited · NSE:BUTTERFLY

Butterfly Gandhimathi Appliances — Investor Presentation (August 2022)

13 slides from Butterfly Gandhimathi Appliances's investor presentation, Aug 30, 2022

  1. Slide 1: Investor Presentation cover letter to stock exchanges

    BUTTERFLY GANDHIMATHI APPLIANCES LIMITED August 30, 2022 To The Manager The Manager Listing Department Listing Department BSE Limited National Stock Exchange of India Ltd. Phiroze Jeejeebhoy Towers Exchange Plaza, 3” Floor Dalal Street, Fort Plot No.3-1”G’ Block, |.F.B. Centre, Mumbai 400001 Bandra-

  2. Slide 2: Investor Presentation August 2022

  3. Slide 3: Disclaimer

    Disclaimer < Butterfly’ Certain statements in this presentation concerning our future growth prospects are forward looking statements, which involve a number of risks and uncertainties that could cause actual results to differ materially from those in such forward-looking statements. The risks and u

  4. Slide 4: Butterfly is a leading kitchen appliances player with a strong foothold in South India

    Butterfly is a leading kitchen appliances player with a strong foothold in South India ¥ Butterfly’ 35+ year old brand Top 3 No 1 Well reputed brand with high consumer recall in South, known for Aesthetics and Product Quality yy In core categories of Mixers, cookers, stoves in South-India In South I

  5. Slide 5: Butterfly's portfolio covers a significant breadth of the kitchen appliances market

    Butterfly's portfolio covers a significant breadth of the kitchen appliances market wf Kitchen Appliances Juicer Mixer Electric Rice Grinder Cookers Electric | Cala a cats Toaster Sandwich Water Maker Bottles Non-Stick Cookware A full kitchen play which increases connect with the entire home

  6. Slide 6: Our core categories account for >50% of the branded kitchen appliances market

    Our 3 core categories account for >50% of the branded kitchen appliances market « ® at ~5% market share representing tremendous opportunity for growth ~ Butterfly NS , | FY22 Est. Market Size (INR Cr) || FY22 Butterfly 4 Sales (INR Cr) |:FY22 Butterfly s Market Share / w Mixers Grinders (incl. Wet G

  7. Slide 7: Favourable demographics & changes in consumer behaviour will further grow the addressable market

    Favourable demographics & changes in consumer behaviour will further grow the ® addressable market ~~ Butterfly ae Increasing Urbanization Rise in number of nuclear households ‘mn (% of total population) - statista (% of total population) - NHFS Survey > 37.7% 66.0% 71.0% - _- u - “ww -4/ - -- aw -

  8. Slide 8: Strong start in Q1 FY23; 85% revenue growth and >3x EBITDA growth YoY

    Butterfly has made a strong start in Q1 FY23; 85% revenue growth and >3x ® EBITDA growth YoY ~ Buttertly Q1 FY22 Actuals Q1 FY23 Actuals Growth INR Cr % to sales INR Cr % to sales Net Revenue’ 136.5 253.5 1.9x Gross Margin? 35.1 25.7% 71.1 28.1% 2.0x EBITDA 7.7 5.6% 26.1 10.3% 3.4x PBT 1.4 1.0% 20.4

  9. Slide 9: Over the last few months, we have strengthened our organizational capabilities

    Over the last few months, we have strengthened our organizational capabilities af Butterfly’ People Commitment Operational Excellence Employee Pulse Check Survey > Long-term Security & Stability > Robust review mechanism deployed Have confidence that "the > Launch of employee travel eee new leadersh

  10. Slide 10: Key capability gaps bridged to prepare the organization for future growth

    Key capability gaps bridged to prepare the organization for future growth ¥ Butterfly’ Managing Director R. Sriram Sales Production Procurement HR/ IR Finance SRSA R. Vishwanath C. Sundaraj Balachandran G Pandian R. Nagarajan Lawrence Change tela calm aysd Quality Compliance Champion K. Parthasarthy

  11. Slide 11: Our goal is to become a pan India leading brand in kitchen appliances in 5 years

    Our goal is to become a pan India leading brand in kitchen appliances in 5 years ¥ Butterfly’ Leadership in core Industry Swift profit categories! with 15- leading margins to cashflow conversion 20% share pan India 1. 3 core categories - mixers (including wet grinders), stoves, cookers - 80% of FY22

  12. Slide 12: Five key levers to reach leadership position pan-India

    Going forward, our focus is on five key levers to reach leadership position pan-India ¥ Butterfly’ ATA) Expand Distribution Build Brand Excellence Strengthen Operations Premiumization e Premiumize portfolio in e Grow retail footprint 3x e Invest in brand building e Invest in building core categories

  13. Slide 13: Thank You

    THANK YOU Copyright © 2022 by Boston Consulting Group. All rights reserved.

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