Havells India Ltd (NSE:HAVELLS)

Q4 2025 Havells India Ltd Earnings Call Transcript

Apr 22, 2025 / 12:30 PM GMT

Release Date Price: ₹1664.7 (+1.06%)

Transcript

Key Points

Positve

Havells India Ltd (BOM:517354) reported healthy revenue and profit growth in Q4 2025, driven by large appliances and cables.
Lloyd, a subsidiary of Havells, delivered strong revenue growth and marginal improvement, indicating a robust performance.
The company is focusing on consistent revenue growth and improving profitability, particularly in the Lloyd segment.
Havells is expanding its international business, targeting developed markets like the US, Europe, and Australia, which are beginning to show positive results.
The company is investing in solar energy, with a strategic investment in Goldy Solar, aiming to expand its presence in the renewable energy sector.

Negative

Inflation pressures and global uncertainties are affecting consumer sentiments and causing volatility in commodity prices.
The ramp-up of new cable plant capacities is still underway, which may impact short-term growth.
There is a decline in contribution margins in the cable segment due to product mix changes and volatility in wire prices.
The delayed summer has affected the growth of cooling products like fans, impacting the overall performance in certain regions.
The company faces challenges in the industrial switchgear segment, with slow growth and market share concerns.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

HVEL.NS - Havells India Ltd
Q4 2025 Havells India Ltd Earnings Call
Apr 22, 2025 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Havels in DRQ for FY25 earnings call hosted by Dan Capital Advisors Limited.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded.

I now hand the conference over to Ms. Bika Nair.

Thank you and over to you, ma'am.

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Unidentified_2 [2]
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