Stockrabit · Analysts
Questions across 2 calls

Natasha Jain

Firm not listed in source transcripts

Crompton Greaves Consumer Electricals Limited

Crompton Greaves Consumer Electricals Limited CC-Jun25.pdf · 2025-08-07
Yes. Hi, sir. Good evening. Sir, my first question is on the ECD segment. Now, barring fans, your pumps you said have done very well. Appliances have done very well. And I presume appliances, again, is a very high margin business here. Then if I remove those two, probably the de-growth in terms of fans is sharper when I talk about margins. Now, that number when I compared to your peers, I think, probably, we have underperformed some peers, given that all the peers' numbers are out. So, we've been talking about a lot of new product developments on the BLDC side. These are high margin products and then fans comparatively is slightly less seasonal than other product categories. So, that BLDC should have probably saved our margins a little more. So, can you explain is this completely reverse leverage or something else is kind of pulling the growth here downward?
Fair enough, sir. I appreciate your detailed answer on that. It helps in terms of understanding a little further. Just last question on fans again. I mean, can you call out how's the inventory as of now and any festive feelers in terms of the other appliance category? How are we seeing them and any green shoots on the ground? That's it.

Voltas Limited