Hindware Home Innovation Limited — PPTs, 12-08-2025: Investor Presentation

Here's a summary:

**Financial Highlights:**

For Q1 FY26, consolidated revenue stood at ₹531 Cr, with EBITDA at ₹58 Cr (11% margin) and PBT at ₹10 Cr (2% margin). The Bathware segment maintained strong performance (13% EBITDA, 4% PBT). Hindware Home Innovation Ltd (HHIL) reported ₹71 Cr revenue, improving to 14% EBITDA and 6% PBT margins after strategic portfolio rationalization. The Pipes segment recorded a PBT loss of ₹10 Cr.

**Strategic Initiatives & Growth Drivers:**

A Composite Scheme of Arrangement is underway to demerge the Consumer Products Business into HHIL (to be separately listed) and integrate the remaining into Hindware Ltd, effective April 1, 2025, pending approvals. HHIL is strategically focusing on high-demand kitchen appliances. The Pipes business is expanding its portfolio with new products and has a Roorkee plant under trial production.

**Business Developments:**

HHIL has discontinued certain high-loss product categories (e.g., fans, purifiers, furniture fittings) to streamline operations and enhance profitability. Strong market engagement initiatives continue across segments, including plumber community outreach for Pipes.

**Market Position & Competitive Advantage:**

Hindware maintains a leading position in Sanitaryware & Faucets with strong brand trust, extensive distribution, and R&D. Truflo by Hindware is recognized as India's fastest-growing brand in Pipes & Fittings, leveraging a broad product range and robust network.

**Investor Implications:**

The demerger represents a clear move to unlock shareholder value and create more focused entities. HHIL's strategic pivot towards profitable product categories offers positive growth potential. Investors should monitor the profitability trajectory of the Pipes business, which currently faces execution risk.