Q2 started strongly with supply disruptions resolved
Most supply constraints from Q1 commodity volatility were largely addressed by quarter-end, with management noting robust momentum entering Q2 and pricing actions well-accepted in the market.
CROMPTON / guidance tracker
Keep management guidance in view.
Crompton Greaves Consumer Electricals · forward-looking guidance across the available source record.
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What management said would happen.
growth
BLC portfolio growth trajectory expected to continue
BLC category journey is beginning with long leg room for growth; premium fans (induction side) also moving positively into Q2-Q3, positioning fans category well for sustained double-digit growth.
Greenfield manufacturing plant investment of Rs 350 crore over 2-3 years
Planning next-generation manufacturing capability with large warehousing unit at approximately Rs 350 crore capex, otherwise maintaining regular manufacturing capex trends.
Solar rooftop bulk execution expected in Q2
Rs 450 crore of the Rs 500 crore order book expected to execute over 6-8 months, with installations already completed and revenue recognition expected in Q2 following government certification process.
Two more price hikes in fans in Q4 and Q1
Management plans two additional rounds of price increases in fans during Q4 FY26 and Q1 FY27 to offset commodity cost inflation.
Residential wires launch in select markets within 6-7 weeks
Crompton will launch residential wires in select markets within 6-7 weeks, targeting a ₹36,000-37,000 crore market with a long-term leadership ambition.
Solar rooftop order book execution over 9-12 months
The ₹500 crore solar rooftop order book will be executed over the next 9-12 months, with working capital impact expected to be manageable.