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Strategy in Action | Key Updates Accelerating premiumization across categories to cater to evolving customer needs ▪ New Product Development (NPD): Overall, NPDs contributing >20% of total fan sales, Premium mix - ambition to expand significantly from present ~30% levels ▪ New Launches strengthening consumer lighting portfolio, with focus on premium NPDs. 60% contribution of B2C sales from premium categories ▪ Technology-driven Offerings: BLDC & IoT-enabled fans, connected and decorative lighting innovations BLDC now contributing ~20% to ceiling fan sales ▪ Enhancing Retail Visibility: Emphasis on Touch and Feel through experiential retail, with Mission Orange Project Spotlight - enabling live fan demos at retail outlets to boost premium product adoption Premiumization Focus Pivot to Lifestyle needs, with thrust on Premium products Lighting and Switchgear has emerged as the fastest growing segment ▪ Lighting B2C: Focus on distribution expansion delivered double-digit volume growth with market share gains ▪ Lighting B2B: Successful execution of street lighting & façade projects, with double digit growth ▪ Switchgears & Wires: Grew by over 30% in Q4 & over 17% on a full year basis. Portfolio Expansion Focus on expanding Lighting & other Emerging Businesses: Pillar to Long term Sustained Growth 2
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Youthful and Digital First approach ▪ Engaging Younger Audiences: Innovative campaign featuring MS Dhoni, popular influencers like Kusha Kapila, and Madan Gowri ▪ Digital and E-commerce: Partnered with Zepto for 10-minute summer fan deliveries Brand Strengthening DTM for Fans: Redefining the GTM in fans business ▪ Successful implementation in 11 states so far, with full transition of West Bengal in Q4 ▪ ~4200 retailers added to the network in Q4; Revenue from DTM markets grew high double-digit Direct Services: Faster redressal and enhanced customer experience ▪ Completed Direct Service transition in 12 states, with addition of Delhi in Q4 ▪ 19k+ pin codes covered via Authorized Service Centre network, covering >1k service centers Customer Centric Initiatives ▪ ‘Spark Sanchay’ programme: Delivered cost savings of ₹75 Cr in FY25 ▪ Hyderabad facility ramp up: With ramp-up, Hyderabad facility is now catering to about 50% of TPW production, resulting in enhanced manufacturing efficiency Operational Efficiency Strategy in Action | Key Updates 3