Crompton Greaves Consumer Electricals Ltd. · NSE:CROMPTON
Crompton Greaves Consumer Electricals — Investor Day (August 2026)
140 slides from Crompton Greaves Consumer Electricals's investor day presentation, Aug 20, 2026
Slide 1: Investor Presentation filing letter to exchanges
Date: August 20, 2026 To, To, BSE Limited (“BSE”), National Stock Exchange of India Limited Corporate Relationship Department, (“NSE”) 2nd Floor, New Trading Ring, Exchange Plaza, 5th Floor, P.J. Towers, Dalal Street, Plot No. C/1, G Block, Mumbai – 400 001. Bandra Kurla Complex, Bandra (East), Mumb
Slide 2: Investor Day 2026
Investor Day 2026 85-year-old legacy 12-year-young start-up
Slide 3: q fr H t
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Slide 4: Governed by Board and led by Management
GOVERNED BY BOARD * AND LED BY MANAGEMENT > » >
Slide 5: Where we started
PHASE 1 · FOUNDATION PHASE 1 · FOUNDATION FY17–FY22 | Built the base, with gaps FY17–FY22 | Built the base, with gaps Revenue CAGR 6% delivered Revenue CAGR 6% delivered Brand Strong — but under-invested Fans Strong leader, value led premiumization objective OUR JOURNEY Innovation & capability Early
Slide 6: Our Business Ambition
3-Year checkpoint (FY29) 5-Year ambition (FY31) Revenue growth ~13-14% CAGR 2X Revenue Our Business Ambition Profit growth Ahead of revenue growth Ahead of revenue growth
Slide 7: What got us here, will not take us there
What got us here, will not take us there
Slide 8: Crompton 2.0 – A framework launched in 2023 to reset the growth engine
Crompton 2.0 – A framework Crompton 2.0 launched in 2023 to Accelerated growth at healthy margins to deliver strong TSR reset the growth engine Protect and grow the core Win in the Kitchen Transform Lighting business Foray into new segments PILLARS Fans: Strengthen the core & increase share in premi
Slide 9: Crompton 2.0 – Transform
Crompton 2.0 – A framework Crompton 2.0 Accelerated growth at healthy margins to deliver strong TSR launched in 2023 to reset the growth engine PILLARS Protect and grow the core TRANSFORM Fans: Strengthen the core & increase share in premium Large domestic appliances : Market leading growth Pumps: R
Slide 10: People & Organization transformation
People & Organization Crompton 2.0 Accelerated growth at healthy margins to deliver strong TSR transformation Protect and grow the Win in the Transform Lighting Foray into new core Kitchen business segments PILLARS Fans: Strengthen the core & increase share in Product innovation & positioning Entry
Slide 11: Clear Accountability Downwards
Governs Board of 7 Institutionalized Directors Feedback & Clear Accountability Downwards Governed by Values Insights Upwards Operating Structure: Steers Enterprise 11 Board governed – Leadership Team Risk Escalation Enabled by Capabilities Management led – Delivers Business 19 Empowered organization
Slide 12: Board of Directors
250+ Combined years of experience Collective Experience 1 D Sundaram Promeet Ghosh Sanjiv Kakkar Smita Anand HUL L&T Executive Director Non-executive Chairman & Managing Director & CEO | Independent Director | Independent Director | Board of Directors Non-Independent Director | Ex-Deputy Head, Temas
Slide 13: Enterprise Leadership team with Over 200 Years of Collective Experience
Collective Experience Amazon Mercedez Benz ITC Nokia Enterprise Leadership team Promeet Ghosh Managing Director & CEO Anand Kumar N Business Head – Anita Pansare Chief Technology Officer Anuj Lall Integrated Supply Kaleeswaran A Chief Financial Officer & Prasanth Nair Chief Human Philips Eaton with
Slide 14: Augmented by next set of leaders forming part of BLT
Collective Experience Asian Paints Whirlpool Augmented by next set of Ajay Gupta Head - Manufacturing Operations Anuj Arora PL Head - Fans Gautam Deshpande PL Head - Pumps Ketan Chaudhari PL Head - Small Domestic Philips EID Parry leaders forming part of BLT Appliances Welspun Bajaj Auto Vodafone Id
Slide 15: Long-Term Incentives: Compensation Aligned to Multi-Year Value Creation
Long-Term Incentives: Share of compensation LTI Compensation Aligned to Build Reward Measure linked to performance Fixed Variable Multi-Year Value Creation An Ownership Mindset Long-Term Delivery What Creates Value 130+ 3 Year 4 Leaders Covered Staggered Payout Tangible Metrics
Slide 16: How are we driving transformation?
Supply chain in product lines → Integrated supply chain Rewiring core Marketing service → Brand stewardship functions IT Infrastructure → Digitization High impact How are we driving transformation? GTM & Service transformation Led by 5 Center of Excellence created across functions Procurement fundin
Slide 17: Growth transformation
Growth Crompton 2.0 Accelerated growth at healthy margins to deliver strong TSR transformation Protect and grow the core Win in the Kitchen Transform Lighting business Foray into new segments PILLARS Fans: Strengthen the core & increase share in premium Small domestic appliances : Grow share & reach
Slide 18: Doubling TAM from Rs 80k Cr to Rs 160k Cr+
Doubling TAM from Rs 80k Cr Rs 160k Crompton’s Cr+ strengths Leveraging Crompton’s strength across categories Diversification to solve for penetration ceilings and seasonality impact by leveraging Crompton’s strength 1 retailer every 4 kms Category Characteristics Growth levers (2.5L+ retailer) Ligh
Slide 19: Brand transformation
Brand Crompton 2.0 Accelerated growth at healthy margins to deliver strong TSR transformation Protect and grow the core Win in the Kitchen Transform Lighting business Foray into new segments PILLARS Fans: Strengthen the core & increase share in premium Small domestic appliances : Grow share & reach
Slide 20: CGCEL Brand world
Services CGCEL Consumer Electricals Energy Solutions Kitchen Appliances Brand world Fans Pumps Lighting Kitchen appliances Home appliances New categories
Slide 21: Innovation transformation
Innovation Crompton 2.0 transformation Accelerated growth at healthy margins to deliver strong TSR Protect and grow the core Win in the Kitchen Transform Lighting business Foray into new segments PILLARS Fans: Strengthen the core & increase share in premium Small domestic appliances : Grow share & r
Slide 22: Innovation engine driven by consumer insights
Innovation engine driven by Smart & Design-led Platform consumer insights – cutting Connected Innovation Development horizontally, not just vertically Each lever is reusable across all six business units — fans, pumps, kitchen appliances, water heaters, lighting and Rhion.
Slide 23: How did we PERFORM
Market share* Market share* What drove this? What drove this? (FY23-26) (FY23-26) Platformization, Carved out as SBU, Fans +60 bps BEE Transition SDA Grinders – +120 bps Product range (Consolidation in value segment) • Leadership Change How did we PERFORM Lighting +30 bps B2C lights • Optimized supp
Slide 24: Our Ambition — FY2031
3-Year checkpoint (FY29) 5-Year ambition (FY31) Revenue growth ~13-14% CAGR 2X Revenue Business metrics Smart & connected mix ~15% ~20% Our Ambition — FY2031 Share of new businesses ~14-15% ~20% Exit EBITDA margin 11%-12% 12%+ Financial metrics Cash payout ratio# ~35% Dividend &/or Buyback ~35% Divi
Slide 25: What got us here yesterday will not take us there tomorrow
PHASE 1 · FOUNDATION PHASE 2 · TRANSFORMATION PHASE 3 · FUTURE-PROOFING FY17–FY22 | Built the base, with gaps FY23–FY26 | Fixing what held us back FY27–FY31 | Resilient, compounding Crompton Revenue CAGR 6% delivered 11% on track ~15% ambition OUR JOURNEY What got us here Brand Strong — but under-in
Slide 26: Presenting Crompton's First Sustainability Report
Presenting Crompton’s First Sustainability Report https://tinyurl.com/Crompton2026SR
Slide 27: Consumer at the Core
CONSUMER at the Core
Slide 28: Rewiring the Crompton organization around the consumer
Thinking consumer backwards from Embedding consumer understanding Move marketing partnership from insights to implementation for impactful through the value chain last step to first step delivery Rewiring the Crompton organization around the Product-led Consumer-led consumer to unlock next wave We b
Slide 29: Taking consumer centricity beyond the products
OU R ST AF A The Crompton journey is underway, Taking consumer centricity TE R KE and we are significantly evolving HO beyond the products.. C SA LD across all the layers of the ecosystem LE IN ER O SS F NS S R ER U LU M VIC DI EN E ET ST R CE AI E PR LE RS RI O RS BU DU TO CT RS S
Slide 30: Building proprietary consumer intelligence system
Building proprietary consumer ~18,000 9 30Mn+ 740+ intelligence system to Respondents Categories Data points Hrs of audio/video consumer interactions strengthen understanding of how India buys, uses and experiences our categories
Slide 31: Our Foundation Remains Unshakeable
Durability & Engineering 85+ years of Care for Our High Quality Excellence Trust & Reliability Consumers Products Our Foundation Remains 85 + Years Unshakeable The Crompton of Tomorrow Smart & Design Youthful Intuitive Connected forward Appeal Technology Ecosystem
Slide 32: Crompton's new positioning
The U&A shaped Crompton’s new positioning Who we are What we promise Innovative leader who delivers delightful, trouble-free experiences Insight-driven solutions built for real Indian Thoughtful upgrades Remove friction Seamless end-to-end homes. Offer reliability
Slide 33: Bringing It To Life
BRINGING IT TO LIFE
Slide 34: "C" stands for Consumer, Customer, Care, Connectivity and Crompton
The graceful upward curve conveys the brand's commitment to responsibility and continuous elevation “C”stands for Consumer, Customer, Care, Connectivity and Crompton - highlighting the brand's commitment to consumer centric innovation and connected living experiences The infinity reflects Crompton's
Slide 35: Presenting the New
PRESENTING THE NEW
Slide 36: Amazing, Every Day is Crompton's brand promise
The ‘i’ echoes the Wi-Fi symbol, representing Crompton's commitment to connected Amazing, Every Day is Crompton's brand ecosystems and intelligent, IoT-enabled solutions. promise - a commitment to transform the ordinary rhythm of daily life into something extraordinary through thoughtful innovation
Slide 37: Some brands are seen, great brands are also heard
SOME BRANDS ARE SEEN, Introducing to you A melody that echoes our commitment to caring GREAT BRANDS ARE the Crompton sonic for every consumer, while bringing moments of identity magic into their lives ALSO HEARD
Slide 38: Crompton Amazing. Every Day
G Crompton ‘Amozing. Gvery Day
Slide 39: World of Crompton
Presenting to you the world of Crompton
Slide 40: New Brand identity with Sonic
New Brand identity with Sonic
Slide 41: Start of a new chapter: what comes next
1 Visual identity This is just the 2 Brand architecture START OF A NEW CHAPTER What comes NEXT 3 New range of products 4 Refreshed packaging
Slide 42: Creating a clear & coherent architecture for Crompton portfolio
Goals for Architecture 2.0 (Need to solve for 4 objectives) Creating a clear & coherent architecture for Crompton Drive consistency/ Help consumers Create scope for Drive growth navigate the systematic upsell by identifying portfolio harmony across brand better innovation spaces product lines
Slide 43: A tiered portfolio for every level of aspiration
Desire begins when experience becomes your expression Level 1 Refined Living REASSURANCE & TRUST, PRIDE & SELF-EXPRESSION, EMOTIONAL COMFORT From performance to refined Level 2 Effortless Experience Best begins when exceptional feels effortless CROMPTON BEST living : A tiered portfolio for BEST-IN-C
Slide 44: Introducing Crompton Rhion
What drives us is the perfect balance between sophisticated exterior design and Introducing Crompton Rhion purposeful internal innovation. Brings together meaningful innovation, technical mastery, and elegant design to deliver refined, intuitive experiences for consumers seeking elevated modern livi
Slide 45: Key Takeaways
Consumer Crompton, Architecting the Key Takeaways centricity at a trusted legacy, portfolio for the core reimagined for premiumization and tomorrow aspiration
Slide 46: Innovation
SB Harness INNOVATION Yy
Slide 47: Consumer pain becomes engineering specification
Listen U&A studies, consumer immersion, social › Isolate Pain points: energy cost, noise and vibration, › Engineer Targeted development through stage-gate › Prove Lab validation, field trials, then closed-loop listening, service and warranty feedback hard water, dry run, false ceilings, kitchen air
Slide 48: The Innovation Lab: infrastructure that powers every launch
Design Studio Validation Labs Modelling & Simulation NVH (noise , vibration , Harshness) Model-based design, thermal, Industrial design, ergonomics and and acoustics, Functional, and structural and airflow simulation rapid physical prototyping endurance testing, before first prototype The Innovation
Slide 49: Three levers of Crompton 2.0 Innovation
Design-led Innovation Smart & Connected Platform Development Three levers • Human-centric experiences, built on consumer insights • Continuously sense, learn, predict, • Reusable technology platforms that accelerate innovation of Crompton 2.0 • Design-led premiumization - - intuitive, desirable and
Slide 50: Smart & Connected: scaling 3x, more ahead
Number of Smart & Crompton SENZE & My Crompton Connected Products Charge’ into a connected 3x 19% experience • Real-world traction gained • For all connected products ― Performance monitoring and intelligent service enablement Smart & Connected: ― OTA-ready architecture ― Foundation for AI-led and a
Slide 51: Design-led innovation is translating into premium products
2023 and 2024 2026 Design-led innovation is translating into premium products, stronger brand preference and SilentPro Solarium SilentPro FlamePro Blosom Smart Blaze Fluido Wave Unicurve Triply Cooktop repeatable market success
Slide 52: Platform Development: Center of Excellence
216 R&D engineers 48 Power Electronics Motor Technology Nucleus BLDC, Motor control, drives, PCB and firmware BLDC, X-Tech Induction and next-generation Platform Development: — integrated with IoT , SW topologies Center of Excellence 168 48 in central Centres of Excellence 168 matrixed into Business
Slide 53: Differentiated product launches in FY25-26
CDI Tech Water IntelliSense – IntelliSense pump IntelliSense pump Purifier Integrated Pump controller Smart Pro controller Flo Controller Differentiated AirIQ SMART POINT ANYWHERE RF REMOTE Premium bldc Ameo Fresh nutri A complete solar solution to power product launches in BLDC chimney Niteo pro bl
Slide 54: From connected products to intelligent products
FY28–FY29 Horizon 3 — Serve FY27–FY28 A connected ecosystem where the installed base generates Horizon 2 — Adapt NOW service revenue, retention and product insight On-device intelligence that tunes performance automatically, Horizon 1 — Senze ✓ Orchestrate plus predictive service diagnostics from fi
Slide 55: Sustainability - Recognized, differentiated, and ahead of our own plan
CATEGORY & CERTIFICATION VALIDATED EXTERNALLY AHEAD OF OUR OWN ROADMAP LEADERSHIP 71/100 #1 23% Sustainability - Recognized, Ceiling fans, residential pumps & LPG differentiated, and S&P Global CSA score, +10 pts vs FY25 stainless steel in India Scope 1+2 GHG cut in FY26 alone ahead of our own plan
Slide 56: The 2035 commitments — and how we deliver them
Emissions pathway to 2035 (indexed, 2022 = 100) 100 reduction in absolute Scope 1 & 2 GHG emissions 50% by 2035, against a 2022 baseline 80 60 40 reduction in emission intensity per unit sold by 60% The 2035 commitments — 20 0 2035, focused on ceiling fans and how we 2022 2025 2030 2035 eco-label ce
Slide 57: Innovation has moved from a project to an operating system
New products launched New product revenue (₹ Cr) % of Revenue 17% 211 1,435 165 7% Innovation has moved 659 from a project to an operating system FY24 FY26 FY24 FY26 ₹100 Cr+ 2.2x 16 invested in innovation in FY25 new-product revenue in two years Granted Patents
Slide 58: Key takeaways
We own the Innovation is Sustainability runs Key takeaways technology compounding, not through the same episodic engine Platforms, Centres of Excellence and Our 2035 targets are delivered in-house electronics in the design room
Slide 59: Lunch Break
LUNCH BREAK
Slide 60: Amplify the Arena: BU Home Electricals: Fans & Large Domestic Appliances
Amplify the ARENA BU Home Electricals: Fans & Large Domestic Appliances
Slide 61: BU Home Electricals: Fans
Amplify the ARENA BU Home Electricals: Fans
Slide 62: An Evolving Industry
Fans ₹ 18,200 Cr At MOP Ceiling Fan Non-Ceiling Fan ₹ 13,700 Cr ₹ 4,500 Cr An Evolving Industry Induction BLDC TPW Exhaust No. 1 No. 2 No. 1 No. 1 Source: Market pulse (Trade) | Amazon/Flipkart (Online) Rank by Market share in Value Market size as on Mar’26
Slide 63: What got done in FY23-26
What got done in Inhouse Tech Platforms New Product Distribution Expansion Market Share Growth FY23-26 Launch of in-house tech New product contributionCeiling Fan Increase in General Trade numeric distribution by Increase in market share by 60bps platforms across BLDC & increase by 60bps 150bps desp
Slide 64: Drivers of Change
Regulatory Smart & Connected Niche Cooling Fan Replacement Cycles Shortening Aesthetic Appeal Convenience driving purchase Power consumption - Induction vs BLDC 80 52 46 42 38 38 35 32 30 Drivers of Change 28 Fan expected to be a focal point of a “SMART” Home 37% Pre BEE BEE1.0 BEE2.0 BEE3.0 BEE4.0
Slide 65: Multiple Growth Engines For Many India's
Crompton BLDC Playbook Platform Program for Induction Market share growth in Economy Segment FY 25: Launch of Ceiling Fan Nucleus platform 2X BLDC NPD Multiple Growth Engines Source: U&A in FY 27 with Smart solutions growing Industry first innovation in INDUCTION For Many India’s Penetration Growing
Slide 66: Channel Opportunities
Geography Alternate Channels Expansion in Opportunity Markets ₹6,000 Crore Global Warming has opened new avenues Ecom/QCom growing and B2B space evolving Channel Opportunities North East
Slide 67: TARGET FY31
Total Fan NPD CONTRIBUTION CONTRIBUTION of PREMIUM MARKET SHARE Market Leader to Market Maker TARGET FY31 100 bps+ 20% of sales 30% of sales improvement (900 bps improvement (500 bps improvement over FY26 over FY26) over FY26)
Slide 68: BU Home Electricals: Large Domestic Appliances
Amplify the ARENA BU Home Electricals: Large Domestic Appliances
Slide 69: Industry with a high adoption opportunity
Large Domestic Appliances ₹ 10,000 Cr Water Heating Solutions Climatic Control Solutions ₹ 5,500 Cr ₹ 4,500 Cr Industry with a high Immersion & Tankless adoption opportunity Storage Water Heaters Instant Water Heaters Air Cooler Room Heaters Water Heaters Source: Market pulse & GfK (Trade) | Amazon/
Slide 70: What got done in FY23-26
What got Market Heaters – Water Heaters – Ecom Dominance National Energy Conservation Award Air Cooler Market Share Growth Market share gains in India done in Ceiling Fan Market share gains in FY23-26 Became #1 Brand in Storage Water Gained and maintained #1 Winner of the NECA in 2023 & Trade by 160
Slide 71: Drivers of Change
Regulatory Changes Smart & Connected Safety & Reliability Aesthetics Drivers of Change • BEE upgrades in Water Heaters • Smart & Connected- Rise of • Anti- Scale technology in • Home décor and consumer smart homes & home water heater • BEE in Air coolers aspirations automation • Air Treatment & Sile
Slide 72: Product & Channel Opportunities
Water Heating Solutions Air Cooler Trade & Large Format Retail E-commerce Product & • Energy efficient • GT distribution expansion • Ecom- Protect and grow Ecom market share. Channel • Premiumization & low noise rang • Expansion in Consumer Electricals and home appliances outlets • Expand in Q-com •
Slide 73: TARGET FY31
Water Heaters Air Coolers NPD SALES PREMIUMISATION MIX Leap to leadership TARGET FY31 +120 BPS +200 BPS 29% of sales 38% of sales (over FY26) (over FY26) (500 bps improvement (300 bps improvement over FY26) over FY26)
Slide 74: BU Pumps
PT NII 8 Amplify the ARENA BU Pumps
Slide 75: Industry at the center of increasing water scarcity and transition to Green energy
Pumps ₹ 15,000 Cr At MOP Resi Pumps Non-Resi Pumps Industry at the center of ₹ 4,500 Cr ₹ 10,500 Cr increasing water scarcity and transition to Green Resi Surface Resi Borewell Agri Surface Agri Borewell Speciality Solar pumps energy #1 in India Source : IPMA & internal estimates Market size as on M
Slide 76: What got done in FY23-26
What got Sales Revenue Market Share Growth Mini Pumps NPD Contribution done in Topline growth of 45% Resi : 180 BPS Ceiling Fan MS gain of 200 BPS 300 BPS improvement in NPD Non-Resi : 140 BPS Consolidating leadership FY23- 26 cumulative over last 3 years position contribution
Slide 77: Increasing Demand of Energy Efficient and Smart & Connected Solutions
Smart & Connected 1 Durability 2 Service 4 Government Initiatives 6 IOT enabled controls, Real time monitoring, Long product life, extended warranty, Built to Certified plumber network, AMC, Brand- Smart water management, Scheduling & last assisted installations Overflow protection Increasing Demand
Slide 78: Category Journey transitioning into Energy Efficient and Smart & Connected
Energy Efficiency Smart & Connected Premiumization of submersible Resi IoT Integrated Category Journey Pumps transitioning into Energy Star rated product IntelliSense Submersible Efficient and Smart & Expansion of TAM Energy Efficiency / BEE Transitioning to green energy: B2B & B2C Business Connecte
Slide 79: Protect core, grow in west, south and rural markets
Geography Solar Expansion in OPPORTUNITY Markets: Building GTM for Agri & Specialty West & South Protect core, grow in west, south and rural markets Separate Agri Sales & service network Healthy mix of states for KUSUM 2.0 execution in Rural market Building GTM for Solar B2C business Omni Channel pr
Slide 80: TARGET FY31
Pumps* NPD SALES PREMIUMISATION MIX Maintain lead in Resi, MARKET SHARE Significantly grow Agri ahead TARGET FY31 250 bps gain 18% of sales 35% of sales (over FY26) (500 bps improvement (700 bps improvement of the category over FY26) over FY26) * Non-Solar Pump Business ** Premiumisation: Premium Pu
Slide 81: BU: Kitchen Appliances
Amplify the ARENA BU: Kitchen Appliances
Slide 82: A multi faceted industry with opportunities arising from penetration and premiumisation
Kitchen Appliances Top 3 ~ ₹ 27,000 Cr Electrical Appliances Large Kitchen Appliances Non-Electrical Appliances A multi faceted ₹ 12,000 Cr ₹ 4,600 Cr ₹ 10,000 Cr industry with Kitchen Chimney Hobs + Inbuilt opportunities arising from penetration and Grinder Small Kitchen Appliances Garment Care Pre
Slide 83: The Way India Cooks Is Changing
Handmade 2.0 Helping Hands Polarized Choices Fluid Consumer Segments Ready to Eat Vs Ready to Cook Kitchen democratized yet it’s a queendom From one kitchen to many cuisines & needs Rise of Zillennial Attitude The Way India Cooks Is Changing : Evolving behaviors opening new growth opportunities Pres
Slide 84: Crompton X Butterfly: Two-Brand strategy
Distinct Propositions with shared scale Premiumization Journey Both brands can occupy the premium segment, Crompton X Butterfly : Dimension Operating space Consumer need Brand strength Portfolio strategy Positioning Strategic role but with different reasons to exist: Crompton Wins On: Butterfly Wins
Slide 85: BU: Crompton Small Domestic Appliances
Amplify the ARENA BU: Crompton Small Domestic Appliances
Slide 86: What got done in FY23-26
What got Revenue Growth Mixer Grinder Expansion Reach Expansion Profitability done in Doubled the revenue in 3 years 2X revenue and volume growth Ceiling Fan 20 K expansion in outlet reach 2X profitability growth driven with 120 bps increase in market FY23-26 share by scale and productivity.
Slide 87: Growth driven by new age categories, core continues to deliver healthy growth
Multi Utility ~ Convenience & Food Intelligent Controls for Smart Kitchens Drive Distribution in Emerging Categories Station Mixer Growth driven by new Grinders age categories, Source: U&A Source: U&A Source: Market Pulse core continues to Growth of Airfryers Growth of Steamers and Steam Irons Rise
Slide 88: Leverage GTM excellence in focus markets, Q-Com for new categories
Pivot from Generic to Specialized solution by segment Adaptation of Higher Wattage Replacement ~ Growth opportunity Leverage GTM Turbo Motor 50% More Power Heavy-Duty Grinding White space Urban Rural Lifestyle Market Saliency increased 14% to 19% excellence in focus 3 Crore Households 25 Crore House
Slide 89: BU: Butterfly
AMPLIFY the Arena BU: Butterfly
Slide 90: What got done in FY23-26
Better Channel profitability Consistent market share Quality of revenue EBITDA growth What got gain over done in Sustainable revenue run rate Faster than the topline 2.9% in FY24 to 8.5% in FY26 Optimized channel mix resulting in improved profit Arrested decline and grew market share in all core FY2
Slide 91: Butterfly - A Crompton Brand: Unlocking value in KA
Objective: Build a distinctive, premium & innovation-led Home Solutions brand that grows ahead of market with structurally stronger margins. 01 Brand 02 Product 03 Experience Butterfly- A Crompton Our Strategic Intent Build Brand Distinction in Kitchen & Home Solutions Our Strategic Intent Build a 3
Slide 92: The Way Forward: 2X in 5 Years
1 2 3 4 TARGET FY31 EXPAND ACCELERATE INNOVATE INVEST The Way Forward: Build Brand Accelerate Brand Design-led Invest Ahead Market Position in Core Categories Premium Pricing Power Idea First Series Contribution Sustainable Margin Delivery Penetration Preference Innovation of Growth 2X in 5 Years in
Slide 93: BU Kitchen: Biofier
Amplify the ARENA BU Kitchen: Biofier
Slide 94: Rhion: Water purification
G Rhion ., . tn" it Purified Output Water Purification Solved QoumEcocEMED (Ro ACREESTD RAED ™ “AL Wet toL [RO ects Safety. The Default Response WisGenranle Unfiltered ~6 L Wastewater 5 RO became default response to Mineral depletion: removes But Created New Compromises. complex water codons ee eet
Slide 95: Biofier: Creating a New Category
Biofier: Creating a New Category BIOFIER Not another water purifier. a Anew way to purify water Powered by CDI Purification Reimagined 01 - WATER SAVED ~70% Recovery Input Purified output 10L ee : ~3L Waste ~2X water drained in RO ‘Vs Biofier 02 - HASSLE FREE MAINTENANCE Cost of Owners! Removes the
Slide 96: BU: Lighting, Solar Rooftop and Wires
Amplify the ARENA BU: Lighting, Solar Rooftop and Wires
Slide 97: Ceiling & Outdoor lights expected to drive industry growth
Lighting – B2C Lighting B2C ₹ 13,875 Cr Ceiling & Outdoor lights expected to Bulbs & Battens Ceiling Outdoor Accessories drive industry Deco ₹ 6,600 Cr ₹ 4,700 Cr ₹ 1,700 Cr ₹ 500 Cr ₹ 375 Cr growth
Slide 98: What got done in FY23-26
What got Strong 3 Year EBITDA growth Modernisation of product mix Growth from new segments in B2B Rapid commercialization of Solar Rooftop done in From Rs 105 Cr to Rs 156 Cr Lamps & Battens down from 71% Ceiling Fan B2G related revenue Rs 500 Cr order book within to 49% contribution FY23- 26 Ceilin
Slide 99: Industry insights
Shift from one-size-fits-all Ceiling lights Growing premium/ luxury Price erosion to space-centric home segment Industry insights Lighting solutions tuned to each room’s Expected to sustain growth and form a Increasing spend on home décor/luxury Trend to decelerate but persist task and mood major pa
Slide 100: 3 Pillars of product and brand strategy
Continue to increase share of business from Premiumize with Smart & COB Lighting Drive consumer preference through Ceiling Lights & Outdoor effective communication • Ensure competitive product offering across form • Expand range of Smart Lighting products with • Reinforce communication on Crompton L
Slide 101: Channel strategy
Consolidate opportunity in South & West Improved availability & increased conversions (~` 8,300 Cr market) Trade channel Channel strategy South India Increased reach in general trade Better consumer experience in high-throughput outlets – premium products No. 1 brand by FY 29 West India Grow awarene
Slide 102: TARGET FY31
Total B2C Lighting Ceiling & Outdoor Premiumisation Mix Key message: Grow ahead of industry; Target leadership in TARGET FY31 250 bps gain 325 bps gain 52% of sales (over FY26) (over FY26) (500 bps improvement select market over FY26)
Slide 103: Industry growth led by commercial and infrastructure
Lighting – B2B Lighting B2B ₹ 7,400 Cr Industry growth Infrastructure Commercial Street Lighting Industrial Hospitality & Retail led by commercial ₹ 1,900 Cr ₹ 1,800 Cr ₹ 1,700 Cr ₹ 1,000 Cr ₹ 1000 Cr and infrastructure
Slide 104: Segment trends
New age infrastructure Government upgrading spec Price Competition Government e-Marketplace Segment trends India emerging as global hub for Govt purchase through CPWD & PWD Rising prevalence of reverse auctions - Rising adoption of GeM by PSUs semiconductor and data center with upgraded specs. heigh
Slide 105: Strengthen fundamentals while building capabilities for the future
Strengthen Expand to new segment Capability Building Future ready fundamentals while • Expand aggressively in • Widen engagement with key • Smart & Connected newer sub segment within influencers offering across building capabilities for Infra • Brand building centered consumption segments • Grow Sol
Slide 106: Channel strategy – accelerate revenue from segments beyond street and flood lighting
Target to be among the Top 3 players by FY 29 Enterprise Business Channel strategy – Continue to driving High Growth accelerate revenue generation Segments Data Centers Sports Stadiums Facade Solar Lighting Flameproof from segments beyond street Build on traditional strength of CGCEL B2B Lighting an
Slide 107: TARGET FY31
Improve market share by Total B2B Lighting MARKET SHARE NPD SALES Exposure to Government/ Government aligned business protecting & growing core TARGET FY31 250 bps gain 20% of sales 500 bps reduction segments & expanding into (over FY26) (500 bps improvement over FY26) over FY26 new sub segments * :
Slide 108: BU: Solar Rooftop
Amplify the ARENA BU: Solar Rooftop
Slide 109: Solar Rooftop — Industry Size in India
Installations (MW) Market size (₹ Cr) Particulars FY26 FY27E FY28E FY29E 16,000 Total market 30,150 42,750 51,250 61,000 13,500 Residential 12,150 24,000 32,000 40,000 Solar Rooftop — 11,000 7,200 C&I 18,000 18,750 19,250 21,000 Industry Size in India 2,500 5,500 1,300 Demand drivers Rooftop install
Slide 110: Competitive Landscape and Right to Win
Right to Win - Capability by Company Archetype Market Structure Strong Good Neutral Weak ~80% Unbranded/Unorganised players Brand & Dealer Service Execution Backward (EPCs, Panel makers & small brands) Company archetype Trust Network Network Capability Integration Competitive Landscape and 8% Divers
Slide 111: Crompton Positioning and Target Segments
Proven Legacy Target Segments and Focus Geographies 85+ yrs of Engineering Heritage Focus 1,300+ Service Touchpoints Nationwide B2C · A Leader in the PM Surya Ghar Scheme. 17 Cities Residential Crompton Positioning and Easy Ownership Target Segments End-to-end Solution 2-Year Free Maintenance and Ex
Slide 112: BU: Wires
8 Amplify = the ARENA BU: Wires
Slide 113: Why Wires?
Wires plays a prominent role in Homes and has high consumer involvement Why Wires? 1 2 3 4 ₹ 36,000 Cr Consumers Category moving towards Opportunity to differentiate Market opportunity involvement increasing in Branded Players the category because of the Safety concerns
Slide 114: Right to win – Well established across every parameter that matters
Right to win – Well established Parameter across every parameter that Brand Equity with Differentiated Distribution Strength Influencer Positioning matters Crompton’s position
Slide 115: Consumer needs: Protection, Trust, Long-term stability
Consumer needs Protection Trust Long-term stability
Slide 116: Crompton Armor Wires | Product Offerings
Features & Benefits Features & Benefits 99.7% Pure 70°C 99.7% Pure Low 70°C High Tensile 90m/180m 90m/180m Copper Operating Copper Electrical Operating Strength Length Length (Class B) Temp (Class B) Resistance Temp Crompton Armor Wires | Product Offerings Features & Benefits Features & Benefits 99.
Slide 117: Rigour in Execution: Go-to-Market
Rigour in EXECUTION Go-to-Market
Slide 118: Crompton's go to market strength
What we have What it delivered Established Distribution network Presence in 1/3rd Indian households 7000+ primary channel partners Retail presence every 2 km in urban India Crompton’s go to market 92% OLP town coverage strength 2.7Lac + Retailer 88% Rural town (10K-100K) 76% Weighted Distribution in
Slide 119: GTM transformation underway
Elevated Digitisation Assortment Drive Leverage Cross Categories Digitised ways of working for Expand assortment Use established market process management at retailer level across PL’s by leadership in Fans in South and tracking leveraging brand strength & & West and Pumps in North demand generation
Slide 120: Driving retailer transformation through retailer app & visibility deployment
Parivar App for Retailer Engagement Deployment of visibility elements Dealer / Retailer Boards Dummy display stands In-shop Wall displays Driving retailer transformation through retailer app & visibility deployment 75% Secondary sales Real time sales & Seamless redemption coverage schemes dashboard
Slide 121: Building Channels of the Future
Rural: Building Scale E-Com & Q-Com : Driving Digitally Contribution of Alternate channels has grown consistently enabled products Alternate channels include Rural, Ecom, Modern Trade, Exports and L&I • Expand rural reach in 10K to 100K • Leveraging Amazon & Flipkart wide towns presence through Dire
Slide 122: GTM approach to Winning in Many Indias
Win in heterogeneous India GTM approach to Winning in Many Indias Channel Salesforce Demand Service strategy effectiveness generation excellence Channel specific Market working Tailored in market Fast and reliable after- partners discipline activations sales service ENABLERS: Digital governance & ca
Slide 123: Rigour in Execution: Integrated Supply Chain
Rigour in EXECUTION Integrated Supply Chain
Slide 124: Structural intervention to transform and leverage scale
7 31 Manufacturing facilities Warehouses Structural MD & CEO intervention to transform Integrated supply 500+ 4,900+ Business partners SKU's produced supply chain chain head and leverage Procurement Manufacturing Demand Warehouse location scale head head Planning & 5,000+ 10,000+ Manufacturing units
Slide 125: Structural Supply chain transformation
Manufacturing Quality ➢ Consolidated 11 units to 7 units ➢ Established Validation lab Structural Supply chain ➢ Optimized fixed manpower by more than 50% in Baroda ➢ 34% reduction in complaints transformation … ➢ Repurposed Baroda from single PL to multi-PL facility ➢ Integrated quality management s
Slide 126: Structural Supply chain transformation
Procurement Demand Planning & Logistics ➢ Consolidation of supplier base by 15% ➢ Track n Trace implemented for end to end network Structural Supply chain ➢ Digitization of vendor communication portal ➢ Consolidation of warehouses between Crompton and transformation…. ➢ Robust supply chain developme
Slide 127: Future ready supply chain
Building the Amazing supply chain Resilience Lean Smart Connected Future ready supply Multi sourcing, localization Unnati program, Eliminate Losses Predictive, Automated & Digitized Interconnected synchronized value chain from customers to suppliers chain
Slide 128: Greenfield Site: Phase 1 – World's largest ceiling fans factory
Key figures for greenfield facility Timelines for execution Greenfield Site: Building an Milestone Timeline* INR 350 Cr 50 Acre integrated & modern facility; Initial investment Plant plot area Land acquisition Q4FY27 Phase 1 – World’s largest Construction commencement Q2FY28 ceiling fans factory ~45
Slide 129: Generate a Financial Flywheel
Generate a FINANCIAL FLYWHEEL
Slide 130: Record Rs 8096 Cr revenue compounded ~11% since FY22
SHARE OF REVENUE Revenue (₹ Cr) CHANNEL MIX Record Rs 8096 Cr SHARE OF REVENUE ECD Lighting Butterfly ECD Lighting Butterfly Butterfly CAGR (FY22-25) - 13.4% CAGR (FY22-26) - 10.7% Trade Alternate Channel B2G revenue compounded 11% 18% Growth* 7,864 8,096 5% ~11% since FY22, and all 3 14% Lighting 1
Slide 131: Leaders drive pricing discipline and accelerate premiumization
Leaders drive pricing Premiumization# (% of Total Revenue) Pricing Actions* Revenue Per Unit discipline and 14.2% 800 759 accelerate 27% 600 547 CAGR - 8.6% premiumization, this 400 has helped us to 20% 200 compound revenue per - unit ~9% FY22 FY26 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 FY22 FY26 #Basis
Slide 132: Unnati: a structural answer to commodity basket run-up
Commodity Trend Crompton Commodity Index Accruals % of Revenue Index FY22=100 Copper_LME Al Alloy ADC12 4.0% 4.0 Unnati is not a program 200 Escalation % 200 173 3.7% Project Unnati 94% 3.5% ramped up to but an architecture, a 150 3.5 4% 150 73% productivity 128 since FY24 structural answer to 111 3
Slide 133: Fixed cost down 120 bps
Fixed cost % of Revenue Fixed Cost Sustainability Optimization • 250KW Rooftop Solar Operational at Ahilyanagar 12.8 Fixed cost down 120 bps - • Consolidation of offices, warehouses • 3.68 Lakhs KWH Annual Renewable Power Generation • 75% Renewable Power Vs Total Plant Power Demand achieved while ad
Slide 134: We chose to invest 320 bps of the 410 bps
Growth Spends EBITDA Doubled the growth spends in last 5 years EBITDA Per Unit We did not loose 410 16.6% 16.1% 86.0 Year FY 22 FY 26 bps, we chose to invest 4.1% 3.9% 3.7% 14.3% 14.7% 14.3% 15.0% 320 bps of them; 3.0% A&P 1.7% 200 bps 3.7% 11.5% 11.3% adjusted EBITDA held at 1.7% 1.1% 9.8% 10.2% In
Slide 135: The turnaround is in segment numbers and not in narrative
The turnaround is in segment numbers and Lighting EBIT Margin Butterfly EBIT Margin ECD EBIT Margin not in narrative – 12% 12% 13% 8% 16.7% 15.5% Lighting EBIT is at 5 9% 11% 6% 6% 14.2% 13.6% year high, 4% 13.3% Butterfly margins 12.7% 13.0% 1% 10.6% turnaround, ECD – Demonstrated Q1 Q2 Q3 Q4 FY 22
Slide 136: Growth that funds itself on back of disciplined capital allocation
>85% ₹ 1,155 Cr ₹ ~90 Cr EBIDTA conversion to operating cash flow Net Cash as of 31st Mar 26 Steady Capex Average Capex for last 5 years Growth that funds itself on 1,155 Capital Expenditure Negative Operating Working capital at back of disciplined capital ~4.0% of Sales 774 110 allocation 351 77 79
Slide 137: Consistent Dividend Payouts coupled with improving return ratios
ROE (Post Crompton 2.O) Consistent Dividend ~40% Payouts coupled with 13% 15% 15% Dividend Payout Ratio for FY26 improving return ratios ₹ 193 Cr Dividend paid out in FY 2026 FY 24 FY 25 FY 26 FY22 FY23 FY24 FY25 FY26
Slide 138: Does it deserve the word? The Flywheel
PREMIUMIZE & PRICE No capital raise SO — DOES IT DESERVE Every turn is self- 27% premium mix funded. required. Five years, Rs REINVEST REVENUE THE WORD? Premium mix lifts IN GROWTH PER UNIT 5.4% +8.6% revenue per unit; unit of revenue Rs 1,155 Cr CAGR 8,096 Cr of revenue and four THE FLYWHEEL econom
Slide 139: Net-Zero Event: Our commitment to a Sustainable Investor day
Net-Zero Event: Our commitment to a Sustainable Investor day * Shortfall to be met by tree plantation
Slide 140: Sustainability
waif Embed SUSTAINABILITY
Crompton Greaves Consumer Electricals — Investor Day (August 2026) on 6ix