Crompton Greaves Consumer Electricals Limited
4,834words
5turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
3 lakh
rs
5
18%
1.7%
2.5%
3.4%
3.6%
Rs. 100
rs
13
10%
5%
Guidance — 10 items
Robust revenue growth sustained
opening
“o FY25 Revenue grew 10% YoY led by ECD o Q4 FY25 Revenue increased 5% YoY due to subdued demand Margin strength with healthy EBIT expansion: o EBIT for FY25 surged to Rs.”
Robust revenue growth sustained
opening
“with margin at 10.5% driven by reduced input cost despite higher A&P spends o Q4 FY25 EBIT rose 8% YoY to Rs.”
PAT accelerates ahead of topline
opening
“563 Cr., outpacing revenue and EBIT growth o Q4 FY25 PAT improved by 6% YoY to Rs.”
PAT accelerates ahead of topline
opening
“FY24 FY25 Q4 FY24 Q4 FY25 171 Cr Note: Standalone Financials; 16 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 expansion by 100 bps to 15.4% FY25 Lighting revenue rose 2%; EBIT surged 14% with margin improving by 120 bps to 11.8% Standalone ECD revenue (Rs.”
PAT accelerates ahead of topline
opening
“Cr) 11% 6,010 5,392 6% 1,603 1,516 2% 1,018 996 -2% 281 276 FY24 FY25 Q4 FY24 Q4 FY25 FY24 FY25 Q4 FY24 Q4 FY25 ECD EBIT (Rs.”
PAT accelerates ahead of topline
opening
“Cr) & EBIT Margin 20% 775 14.4% 928 15.4% 6% 253 16.7% 268 16.7% 14% 120 11.8% 105 10.6% 75% 44 15.9% 25 8.9% FY24 FY25 Q4 FY24 Q4 FY25 FY24 FY25 Q4 FY24 Q4 FY25 Note: Standalone Financials 17 Value Unlock Total Addressable Market (TAM): We have reinforced market leadership in core categories, and forayed into emerging & new growth categories to expand our TAM TAM (Rs.”
PAT accelerates ahead of topline
opening
“Capacity requirement • Consumer preference is changing rapidly due to focus on aesthetics and shortening replacement cycle • We need to anticipate and create capabilities tuned to market demand and product portfolio 2.”
Large domestic appliances
opening
“Cr) 6,010 5,392 1,516 1,603 FY24 FY25 Q4 FY24 Q4 FY25 EBIT (Rs.”
Large domestic appliances
opening
“3 position in chimneys category on Amazon 32 Lighting performance: FY25 shows steady revenue growth; EBIT doubles YoY in Q4 FY25 Performance Highlights Revenue (Rs.”
Large domestic appliances
opening
“Cr) 996 1,018 1 Lighting revenue grew by 2% YoY in FY25 and de-grew by 2% YoY in Q4 FY25 B2C segment: 281 276 o Topline growth in B2C driven through mix improvement o Ceiling and battens performed well during the year o Industry-wide double-digit price erosion continues FY24 FY25 Q4 FY24 Q4 FY25 B2B segment: EBIT (Rs.”
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Speaking time
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Opening remarks
Robust revenue growth sustained
o FY25 Revenue grew 10% YoY led by ECD o Q4 FY25 Revenue increased 5% YoY due to subdued demand Margin strength with healthy EBIT expansion: o EBIT for FY25 surged to Rs. 735 Cr. with margin at 10.5% driven by reduced input cost despite higher A&P spends o Q4 FY25 EBIT rose 8% YoY to Rs. 223 Cr with EBIT margin at 11.9%
PAT accelerates ahead of topline
o PAT for FY25 soared by 21% YoY to Rs. 563 Cr., outpacing revenue and EBIT growth o Q4 FY25 PAT improved by 6% YoY to Rs. FY24 FY25 Q4 FY24 Q4 FY25 171 Cr Note: Standalone Financials; 16 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 expansion by 100 bps to 15.4% FY25 Lighting revenue rose 2%; EBIT surged 14% with margin improving by 120 bps to 11.8% Standalone ECD revenue (Rs. Cr) Standalone Lighting revenue (Rs. Cr) 11% 6,010 5,392 6% 1,603 1,516 2% 1,018 996 -2% 281 276 FY24 FY25 Q4 FY24 Q4 FY25 FY24 FY25 Q4 FY24 Q4 FY25 ECD EBIT (Rs. Cr) & EBIT Margin Lighting EBIT (Rs. Cr) & EBIT Margin 20% 775 14.4% 928 15.4% 6% 253 16.7% 268 16.7% 14% 120 11.8% 105 10.6% 75% 44 15.9% 25 8.9% FY24 FY25 Q4 FY24 Q4 FY25 FY24 FY25 Q4 FY24 Q4 FY25 Note: Standalone Financials 17 Value Unlock Total Addressable Market (TAM): We have reinforced market leadership in cor
Large domestic appliances
Market leading growth Pumps: Redefine position & increase agri-footprint Win in the Kitchen • Small domestic appliances: Leverage mutual strengths to grow share & reach • Large kitchen appliances: Expand through continued product differentiation Transform Lighting business • Product innovation & positioning • Focused GTM & sales process enhancement • Range expansion across panels & other segments Foray into new segments • Entry in 2-3 attractive whitespaces, in line with overall vision Brand excellence • Invest in consumer awareness, right brand positioning • Brand architecture redefinition Operational excellence • Manufacturing, quality & cost excellence to improve EBITDA and reinvest in growth GTM excellence • Continue expanding reach & diversify into channel whitespaces • Follow the consumer: Omni channel People & Organization • Autonomy & accountability with BU • Improve speed to market for NPD • Improve employee engagement Digital and technology • Digitally powered sales function
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:
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