Greaves Cotton Limited — PPTs, 05-11-2025: Investor Presentation

Greaves Cotton delivered a solid Q2 & H1 FY26. Standalone revenue jumped 18% in Q2 and 20% for the half-year, with EBITDA soaring 32% and 41% respectively. Consolidated revenue grew 16% in both periods, while EBITDA impressively surged 125% in Q2 and 116% for H1. Growth was broad-based: Engines excelled with auto segment revenue up 48% YoY, and Power Generation up 24%, driven by strong exports. E-Mobility's share of H1 revenue rose to 22%, showcasing successful diversification.

The company's "GREAVES.NEXT" strategy focuses on becoming a future-ready engineering powerhouse in energy, mobility, and industrial solutions. Key drivers include deeper OEM partnerships, expanding product platforms, and growing international footprint. Greaves Finance saw managed AUM surge 2.4x YoY to ~₹380 Cr, disbursing ~₹520 Cr through EV-focused lending and new partnerships.

Recent highlights include supplying Euro V+ engines to European microcar maker Ligier. Greaves Electric Mobility upgraded its E2W lineup to LFP batteries and launched the Ampere Magnus Grand, a new electric scooter. A new solar plant was inaugurated at Aurangabad, boosting green initiatives. Management aims to strengthen distribution, expand product portfolios, and enhance customer experience.