Q4 2025 Eveready Industries India Ltd Earnings Call Transcript
Key Points
- Eveready Industries India Ltd (BOM:531508) reported mid to high single-digit growth in both the third and fourth quarters, marking a significant inflection point towards sustainable growth.
- The company maintained its overall battery market share at 53% and achieved a 14% volume share in the alkaline battery segment, with a target to reach 20% by FY26.
- The greenfield alkaline battery plant in Jammu is on track to commence commercial operations by the year-end, expected to enhance cost efficiencies and reduce reliance on imports.
- Eveready Industries India Ltd (BOM:531508) has successfully completed its route-to-market transformation, resulting in faster deliveries, better stock availability, and improved field productivity.
- The company has intensified its focus on e-commerce and quick commerce channels, expanding its digital platform presence while continuing to serve traditional trade partners.
- Rural consumer spending did not pick up as expected, and urban demand remained stagnant, impacting overall market growth.
- The company faced significant volatility in zinc prices and fluctuations in the rupee-dollar exchange rate, which posed challenges to maintaining margins.
- Despite efforts, the flashlight segment experienced lower than expected growth due to sluggish rural demand.
- The lighting segment faced continuous price erosion, which muted revenue growth despite substantial volume increases.
- The company is still dealing with unresolved issues related to KKR debt and CCI penalties, which could impact future financial stability.
Ladies and gentlemen, good day, and welcome to the Eveready Industries India's Q4 FY25 earnings conference call. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Nishid Solanki from CDR India. Thank you, and over to you, sir.
Thank you. Good afternoon, everyone, and welcome to Eveready Industries India's Q4 FY25 earnings conference call. Today, we are joined by senior members of the management team, including Mr. Suvamoy Saha, Managing Director; Mr. Anirban Banerjee, CEO; Mr. Bibek Agarwala, Executive Director and Chief Financial Officer; and Mr. Anirban Ghosh, GM Finance and Head of Investor Relations.
Before we begin the call, let me first share our standard disclaimer. Some of the statements that may be made on today's conference call could be forward-looking in nature, and the actual results could vary from these forward-looking statements. A detailed statement in this regard is available in the press release document, which has
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
