Greaves Cotton Limited — PPTs, 27-05-2026: Investor Presentation

Greaves Cotton is rapidly transforming into a diversified engineering solutions powerhouse. By H1FY26, E-Mobility surged to 51% of revenue, while core businesses achieved FY26 revenue exceeding ₹2,600 Cr and EBITDA over ₹380 Cr, with 13% from global operations. The genset market itself, valued at ₹14,000 Cr in FY25, is projected to hit ₹22,000 Cr by FY30.

Their "GREAVES.NEXT" strategy aims to accelerate growth in existing segments and expand into new markets with advanced products. Focus areas include deepening OEM ties, evolving into a solutions provider, and embracing alternative fuel ecosystems. The goal is a 16-20% overall 5-year revenue CAGR and 13-15% EBITDA margins, shifting Energy Solutions to 35-40% of revenue by FY30 (from 27% in FY25).

Recent wins include acquiring Excel Controlinkage and launching CPCB IV+ compliant gensets. The Ampere Nexus electric scooter recently earned 'Electric Scooter of the Year'. The company also rolled out a 5-year warranty for gensets and expanded global OEM partnerships. Management plans ₹500-700 Cr in strategic investments, emphasizing execution and capital efficiency.