Whirlpool of India Ltd (NSE:WHIRLPOOL)

Q3 2025 Whirlpool of India Ltd Earnings Call Transcript

Feb 7, 2025 / 10:30 AM GMT

Release Date Price: ₹1108.3 (+0.44%)

Transcript

Key Points

Positve

Whirlpool of India Ltd (BOM:500238) reported a 17% revenue growth from April to December compared to the previous year, indicating strong business momentum.
The company achieved a gross margin improvement of 220 basis points year-over-year, reflecting successful cost management initiatives.
Profit before tax (PBT) grew by 100% compared to the previous year, showcasing significant profitability improvements.
Market share gains were reported in triple-digit basis points for both refrigerators and washers, which constitute 90% of the business.
The company has made substantial progress in reducing working capital, moving from 5% of sales in September 2023 to minus 3% in September 2024, enhancing cash generation.

Negative

Concerns were raised about high staff costs compared to peers, which could impact overall efficiency and margins.
The anticipated sell-down of Whirlpool Corporation's stake in Whirlpool of India Ltd to 20% raised questions about long-term commitment and strategic direction.
There is uncertainty regarding the timeline for achieving high single-digit EBITDA margins, as the company is currently at around 3.5% after adjustments.
The company faces challenges from competitors aggressively trying to regain market share, particularly in the washers segment.
Potential risks were noted regarding the increase in royalty fees as part of the long-term licensing and tech agreements with Whirlpool Corporation.

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

WHIR.NS - Whirlpool of India Ltd
Q3 2025 Whirlpool of India Ltd Earnings Call
Feb 07, 2025 / 10:30AM 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 earnings conference call of Whirlpool of India Limited.

We wish to inform you that 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 this conference call, please signal the moderator by pressing and 0 on your dashtone phone.

Please note that this conference is being recorded.

I now hand the conference. Ous Rupali Singh, company secretary, thank you and over to you, ma'am.

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Unidentified_2 [2]
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