Slides
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Investor Day 2026 85-year-old legacy 12-year-young start-up
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PHASE 1 · FOUNDATION FY17–FY22 | Built the base, with gaps 6% deliveredRevenue CAGR Brand Innovation & capability Markets served Seasonality Go to market Operating model Key strategy Strong — but under-invested Early stages of building Strong leadership mostly in penetrated categories High — earnings rode the season Strong distribution primary led Premiumization across categories Where we started Yesterday we built a foundation — with few gaps. Today we are closing them. Tomorrow we compound — resilient by design. PHASE 1 · FOUNDATION FY17–FY22 | Built the base, with gaps 6% deliveredRevenue CAGR Fans Pumps Lighting Large Domestic Appliances Small Domestic Appliances Butterfly Large Kitchen Appliances Strong leader, value led premiumization objective Strong leader, low growth Persistent downward trajectory Incipient business, strong in ecommerce Small business, breaking even Strong brand value led, poor revenue quality Scale up and profitability challenge Maximize near term returns Ownership structure Transitioning from PE owned to management led
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Our Business Ambition 3-Year checkpoint (FY29) 5-Year ambition (FY31) Revenue growth Profit growth ~13-14% CAGR 2X Revenue Ahead of revenue growth Ahead of revenue growth
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What got us here, will not take us there
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Crompton 2.0 – A framework launched in 2023 to reset the growth engine Protect and grow the core Fans: Strengthen the core & increase share in premium Large domestic appliances : Market leading growth Pumps: Redefine position & increase agri-footprint Crompton 2.0 Accelerated growth at healthy margins to deliver strong TSR Win in the Kitchen Small domestic appliances : Grow share & reach Large kitchen appliances : Scale up Butterfly : Bring back to growth and profitable trajectory Transform Lighting business Product innovation & positioning Focused GTM & sales process enhancement Range expansion across panels & other segments PILLARS ENABLERS FOUNDATION Foray into new segments Entry in 2-3 attractive whitespaces, in line with overall vision Brand excellence, consumer-centricity Invest in consumer awareness, right brand positioning Brand architecture redefinition People & Organization Autonomy & accountability with BU | Improve speed to market for NPD Improve employee engagement Operational excellence Manufacturing, quality & cost excellence to improve EBITDA and reinvest in growth Digital and technology Digitally powered sales functions Improve channel and consumer connect led by digital GTM excellence Continue expanding reach & diversify into channel whitespaces Follow the consumer: Omni channel Consumer-centric innovation Consumer needs-driven Innovation Collaborations with startups/technology leaders Sustainability at center of NPD