Crompton Greaves Consumer Electricals (CROMPTON) Investor presentation summary

Strategic transformation and growth ambitions

• Transitioned from a foundation phase (FY17-22) with 6% revenue CAGR to a transformation phase (FY23-26) targeting 11% CAGR, aiming for 13-14% CAGR and 2X revenue by FY31.

• Crompton 2.0 framework launched in 2023 focuses on accelerated growth, premiumization, innovation, and entry into new segments.

• Business ambition includes expanding smart & connected product mix to ~20%, maintaining EBITDA margins above 12%, and a 35% cash payout ratio.

• Transformation driven by consumer-centricity, digitalization, operational excellence, and sustainability.

• Board-governed, management-led structure with experienced leadership and long-term incentives aligned to value creation.

Brand, innovation, and consumer focus

• New brand identity and tagline "Amazing, Every Day" emphasize thoughtful innovation, reliability, and connected living.

• Consumer intelligence system built with 18,000+ respondents and 30Mn+ data points to drive product and marketing decisions.

• Tiered portfolio architecture supports premiumization and aspiration, with distinct strategies for Crompton and Butterfly brands.

• Innovation engine delivers design-led, smart, and connected products, with 165 new launches and 16 granted patents in FY24-26.

• Sustainability embedded in product development, with significant reductions in GHG emissions and industry-leading certifications.

Business unit performance and market leadership

• Fans: Maintained world #1 position, expanded BLDC and induction platforms, and grew premium segment share.

• Large domestic appliances: Became #1 in storage water heaters, led in air coolers, and won national energy awards.

• Pumps: Achieved 45% topline growth in 3 years, with strong gains in residential and agri segments.

• Kitchen appliances: Doubled revenue in 3 years, launched new categories, and executed a two-brand strategy for value creation.

• Lighting, solar, and wires: Modernized product mix, expanded solar rooftop business, and launched differentiated wire offerings.