Greaves Cotton has released an investor presentation detailing its strategic direction and financial results. The presentation emphasizes the company’s transformation into a future-ready engineering solutions provider, highlighting growth in energy, mobility, and industrial segments. Key areas of focus include expanding global partnerships, enhancing customer lifetime value, and a commitment to sustainability, underpinned by a ₹500-700 cr investment plan.
Transformation and Growth
Greaves Cotton is evolving from a single-product, single-fuel company into a diversified engineering solutions provider. The company leverages its 165 years of engineering expertise to power India’s energy and mobility future. This transformation is driven by a focus on innovation, customer-centric solutions, and sustainable practices.
Financial Performance
The investor presentation highlights the financial performance across key business segments:
- Energy Solutions: Achieved 21% YoY growth, driven by increased customer lifetime value initiatives.
- Mobility Solutions: Experienced significant growth, with a strategic focus on scalable opportunities.
- Industrial Solutions: Continued growth, bolstered by key defense orders and agreements.
Strategic Priorities
Greaves Cotton outlines key strategic priorities, including:
- Expanding into new segments.
- Building new muscle to the core capabilities.
- Accelerating core business segment growth.
Investments and Outlook
The company has allocated a prudent investment plan of ₹500 – 700 cr for product development, capability improvement, automation, and modernization. This investment aims to sustain organic growth and deliver 16-20% CAGR with 13-15% EBITDA margins. Greaves Cotton emphasizes its commitment to sustainable practices and governance.
Investee Companies
The presentation also covers the performance of investee companies such as Greaves Electric Mobility (GEML) and Greaves Finance (GFL).
- GEML: Achieved market leadership position in Bihar; VAHAN volumes increased 40% quarter-on-quarter in Q3 FY26.
- GFL: Total managed AUM of approximately ₹441 crore.
Source: BSE
