CROMPTON / Q1-FY27 / claim-ledger

Audit the questions that mattered.

Crompton Greaves Consumer Electricals · Analyst questions, management answers, and the quality of the response where the ledger is available.

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WatchQ1-FY27 · 2026-07-18Back to quarter ↗

Questions audited

9

Answered directly

67%

Numeric claims

11

Consistency

mixed

Question ledger

What was answered, and how?

Aditya Bhartya · ICICI Securities

partial

Volume growth in ECD given high single to low double digit price increases

Because of supply disruptions, we did lose some sales. Order of magnitude maybe 200 maybe a little bit more. The outcome is what it is that you can see. We had supply disruptions in more than one area not only fans.

Dhruv Jain · Research desk

partial

A&P spending sustainability and solar rooftop order book

On a generic basis I'd say the kind of percentage to sales over the year should be similar to the one that we had last year. You will see a lot of activity on brand content going forward.

Dhruv Jain · Research desk

direct

Solar rooftop order book size and execution timeline

Out of that 500 crores, 450 crores is an order book that we expect to execute over the 6-8 months. This has been a year in which we really ramped up our execution capability.

Achel · Research desk

partial

Consumption demand strength vs supply disruptions

The nature of our business is that most of these are only partially discretionary. The pricing has a delaying impact but not a demand suppression impact. Demand remains robust.

Parakare · Research desk

direct

Future pricing actions needed due to rising copper prices

As of now do we see a significant spate of pricing increases being necessary? The answer is no. The price increases that we did take have now we believe largely settled into the market.

Samir Gupta · Research desk

partial

Impact of supply disruption on channel inventory and business model

Channel inventory is an outcome of tertiary sales. What we are discussing here is about primary sales loss for the company. Running a tight ship is not easy - that is also the reason why we have the kind of ROC that we do.

Samir Gupta · Research desk

direct

Butterfly 18% growth vs competitor TTK's 34% growth

Our core category business which almost contributes to about 85% of butterfly's turnover has grown significantly in line with competition. Induction cooktop is relatively small portion and we don't play significantly in that category.

Cayor Panda · Research desk

partial

Solar rooftop profitability vs segment margins

Gross margin is lower but obviously on EBIT it is similar. Monsoon impacts execution for solar pumps and rooftop if raining heavily but otherwise not from demand perspective.

Ashish · Research desk

partial

Will 200 crore supply disruption sales come back in Q2-Q3?

We are in a seasonal business and Q1 is a season for fans. Some of these are seasonal impact that will not be recovered on quarter-on-quarter basis. Momentum in BBC will continue to grow as we accelerate supplies.