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Earnings Call

Havells India Earnings Call: Key Takeaways

Havells delivered a quarter of steady growth in B2B segments like cables, though B2C cooling products faced weather-related headwinds. Lloyd's profitability remains the primary concern despite capacity expansion.

Highlights
Revenue growthSteady growth led by cables; B2C cooling segments were weather-impacted.
MarginsMargins held well except Lloyd, which suffered from cost pressures.
Demand visibilityPositive outlook for summer demand recovery and infrastructure-linked categories.
Management confidenceBalanced; optimistic on long-term structural growth despite short-term inflation.

Growth

14% growth in cables/wires; lighting margins spiked to 37% due to year-end releases.

Outlook

Capex of ₹800cr planned for FY27, focusing on cable capacity and R&D.

Risks

High raw material inflation post-global disruptions and Lloyd's sustained margin pressure/losses.

Source

Earnings Call filed with NSE, NSE: HAVELLS. Summary written with AI assistance from the document.

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Havells India Ltd: key numbers

Share price
₹1,085.00
Market cap
₹68,023 Cr
Revenue (annual)
₹22,528 Cr
Net profit (annual)
₹1,691 Cr
P/E (TTM)
41.6×Sector 44.5×
Promoter holding
59.35%-0.03% QoQ
FII holding
15.91%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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