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Crompton Greaves Consumer Electricals Limited — Q4FY26 Earnings Call Summary
Key Takeaways
- Price increases of 7-8% taken in fans to offset cost inflation; margin recovery expected as inflation stabilizes
- FY26 ECD growth driven by SDA, fans, pumps; market share gains in water heaters and air coolers
- EBIT margin improved to ~10% in Q4 from 6.8% in H1FY26 driven by operating leverage, premiumization, pricing
- No tax impact from Butterfly impairment; merger plans remain on track
- BLDC fan portfolio growing 30%+ with new product launches; SDA kitchen appliances grew ~30% in Q4
- Near-term margin pressure from inflation and investments; Rs 100 Cr annual R&D spend ongoing
- Lighting business mix shifted from govt to higher-margin B2B and B2C products; margins stable despite higher ad spends
- Q4FY26 consolidated revenue grew 11% y-y to Rs 2,283 Cr; ECD up 10%, lighting up 14%
- Solar rooftop orders at ~38,000 units; 5,000+ rooftops installed; solar pumps doubled revenue to Rs 200 Cr+
- Butterfly business growing double digits with steady EBIT margins and positive cash flow; impairment taken on Butterfly value
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.