Crompton Greaves Consumer Electricals Limited has informed the Exchange about Transcript
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Crompton Greaves Consumer Electricals shared its Q4 FY25 earnings call transcript. Standalone FY25 revenue grew 10% to Rs. 7,028 Cr with highest-ever EBITDA of Rs. 819 Cr and margin improvement to 10.5%; profit after tax rose 21%, outpacing revenue growth. Q4 revenue grew 5% to Rs. 1,879 Cr with EBITDA margin of 11.9% and EBIT up 8% YoY to Rs. 223 Cr; consolidated profit grew 28%. Key strategic updates include a greenfield manufacturing facility with ~Rs. 350 Cr investment for fans (production expected in ~2.5 years), entry into rooftop solar (Rs. 20,000-25,000 Cr opportunity), new fan platforms 'Nucleus' (BLDC) and 'X-Tech' (induction), and a turnaround at Butterfly Gandhimathi (FY25 EBIT Rs. 42 Cr, Q4 EBITDA margin 8.6%). Management guided Lighting EBIT margins to 11.8% in FY25 and 15.9% in Q4, with Butterfly targeting mid-teens revenue growth and double-digit EBITDA margins over 3-5 years.
Positive for shareholders: margin expansion to a record 10.5%, strong profit growth outpacing revenue, new growth avenues in rooftop solar and premium fans, and a clean balance sheet supporting a Rs. 350 Cr capex plan signal confidence in long-term compounding; near-term watch items include subdued demand, delayed summer, and Flat-to-modest top-line growth in Q4.