Analysts/Institutional Investor Meet/Con. Call Updates

Crompton Greaves Consumer Electricals Limited Registered & Corporate Office: 05GBD, Godrej Business District, Pirojshanagar, Vikhroli (West), Mumbai 400079. India Tel: +91 7304575254 W: www.crompton.co.in CIN: L31900MH2015PLC262254 Email: crompton.investorrelations@crompton.co.in Date: August 13, 2026 To, To, BSE Limited (“BSE”), National Stock Exchange of India Limited Corporate Relationship Department, (“NSE”), 2nd Floor, New Trading Ring, “Exchange Plaza”, 5th Floor, P.J. Towers, Dalal Street, Plot No. C/1, G Block, Mumbai – 400 001. Bandra- Kurla Complex Bandra (East), Mumbai – 400 051. BSE Scrip Code: 539876 NSE Symbol: CROMPTON ISIN: INE299U01018 ISIN: INE299U01018 Our Reference: 73/2026-27 Our Reference: 73/2026-27 Dear Sir/Madam, Sub: Disclosure under SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015) – Transcript of Earnings Call With reference to our earlier intimations dated July 22, 2026 and August 6, 2026, regarding the Earnings Call on the unaudited Financial Results for the quarter ended June 30, 2026, held on August 6, 2026, please find enclosed herewith the transcript of the same. You are requested to take the above information on your record. Thanking you, For Crompton Greaves Consumer Electricals Limited Kaleeswaran Arunachalam Chief Financial Officer Encl: A/a “Crompton Greaves Consumer Electricals Limited Q1 FY27 Earnings Conference Call” August 06, 2026 MANAGEMENT: MR. PROMEET GHOSH - MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER MR. KALEESWARAN ARUNACHALAM - CHIEF FINANCIAL OFFICER MS. SWETHA SAGAR - CHIEF BUSINESS OFFICER, BUTTERFLY GANDHIMATHI APPLIANCES MR. SACHIN PHARTIYAL, BUSINESS HEAD - HOME ELECTRICALS MR. SHALEEN NAYAK, BUSINESS HEAD - LIGHTING, SOLAR ROOFTOPS AND WIRES MR. ANAND KUMAR, HEAD OF PUMPS AND KITCHEN APPLIANCES. MR. RUCHIR JAIN, HEAD - INVESTOR RELATIONS, CORPORATE STRATEGY, FP&A MR. RISHABH JAIN, DEPUTY GENERAL MANAGER - INVESTOR RELATIONS MODERATOR: MR. ANIRUDDHA JOSHI – ICICI SECURITIES MS. MINALI GINWALA – ICICI SECURITIES Page 1 of 17 Crompton Greaves Consumer Electricals Limited. August 06, 2026 Aniruddha Joshi: On behalf of ICICI Securities we welcome you all to Q1 FY27 Results Conference Call of Crompton Greaves Consumer Electricals Limited. We have with us today senior management, represented by Mr. Promeet Ghosh, Managing Director and Chief Executive Officer; Mr. Kaleeswaran Arunachalam, Chief Financial Officer; Mr. Sachin Phartiyal, Business Head - Home Electricals; Mr. Shaleen Nayak, Business Head - Lighting, Solar Rooftops and Wires; Ms. Swetha Sagar, Chief Business Officer - Butterfly Gandhimathi Appliances; Mr. Ruchir Jain, Head - Investor Relations, Corporate Strategy, FP&A; Mr. Rishabh Jain, Deputy General Manager, Investor Relations; and Mr. Anand Kumar, Head of Pumps and Kitchen Appliances. Now, I hand over the call to Mr. Promeet Ghosh, for his initial comments on the quarterly performance, and then we will open the floor for question-and-answer session. Thanks, and over to you, Promeet. Promeet Ghosh: Good evening, everyone. Welcome to our Q1 FY27 earnings call. Thank you to the team of ICICI Securities for hosting this call. This has been an eventful quarter for us, from additions in our senior leadership, to progress on our brand-related efforts, to innovation-led growth, and recognition of industry first innovation. Joining me, as was announced earlier today, is Sachin Phartiyal. He joins us back as the Head of Home Electricals after a brief stint outside the organisation. As many of you will remember, in his earlier tenure, he played a key role in building our fans and appliances portfolio. Along with Sachin, we also added Anuj Lall as the Head of our Integrated Supply Chain. Anuj, prior to this served as Executive Director and Vice President, Integrated Supply Chain at Whirlpool, India. Both of them bring valuable experience as well as a fresh perspective, further strengthening our senior management team. As you also know, many of the faces around the table are familiar, but some of their roles have changed. Rajat now looks after sales. Shaleen, of course, looks after lighting, wires, as well as solar rooftops. Swetha, earlier the Chief Business Officer for Butterfly alone, now looks after both Butterfly; Large Kitchen Appliances, as well as our Rhion brand. Anand has taken over the role of Head of our Kitchen Appliances business. Of course, Kalees is doing exactly the same thing that he's always been doing. So let me now get on with the quarterly performance. Crompton delivered a double-digit growth across all its business segments, driven by strong execution, successful product launches, and steady seasonal demand. This quarter began, as you know, on an uncertain note because of global events with commodities facing cost and availability pressure. Through this volatility, we held on to our very disciplined approach. As a leader, making timely pricing interventions and lean working capital management, combined with operating leverage and focused cost initiatives, ensured that profits grew ahead of revenue. However, sustained leadership and consistent performance, as you are well aware, requires a disciplined approach across tough market conditions, and I believe that is exactly what we demonstrated under very volatile conditions and this is the discipline that has enabled us to continue to deliver strong growth with margin protection and high ROCE. Page 2 of 17 Crompton Greaves Consumer Electricals Limited. August 06, 2026 Despite adverse and volatile market conditions, at a consolidated level, revenue grew 11.8% YoY to Rs. 2,235 crores, EBITDA was Rs. 224 crores, it grew 14.2% YoY with margins expanding by 20 bps, reaching 10%. Profit after tax grew 15.2% to Rs. 143 crores, with net profit margin at 6.4%. Now moving on to segmental performance. ECD business delivered 10.6% YoY revenue growth. Over the last several quarters, as many of you are aware, BLDC has been a key focus area that is beginning to show results in the market. Our BLDC portfolio grew ~45% this quarter, resulting from the focused portfolio interventions that we have made in the last four quarters. During this quarter, we launched five new BLDC fans, further strengthening our portfolio. We continued to remain market leaders in ceiling fans with market share gains during the quarter. Pumps delivered strong performance across various sub-categories with market share gains. Domestic appliances grew double-digits, led by water heaters, which performed very well in both trade as well as the e-com channel. As you are aware, over the last several quarters, we have been steadily gaining leadership positions in our water heater business in General Trade. Water heaters, I'm glad to announce, now commands a clear leadership in volume terms in General Trade. As I've said earlier, this was indeed a very choppy, volatile and unpredictable quarter, marked by pricing as well as availability disruptions. But through this period, we made pricing intervention, behaving like the leaders that we are and combined with these interventions and operating leverage, ensured that our EBIT margins grew ahead of revenue at 12.1%, with a 20- bps gain to 13.5% margins. Most of the supply constraints, which arose out of this volatility were largely addressed by the end of the quarter, which now has led to a strong start in Q2. Lighting continued the strong momentum that it has gathered over the last several quarters. This is something that I've been calling out for some time. There is a material change in trajectory in our lighting business, and this business continues to demonstrate this. The lighting business continues to demonstrate that it has a strong momentum. Revenue grew by 15.4% YoY to Rs. 269 crores, driven by growth in both the B2B as well as the B2C segments. Margins in B2C segment continued to expand, but B2B witnessed a contraction in margins because of pre-contracted prices. We reported an EBIT margin of [Showing first 8,000 characters — download PDF for full document]