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HAVELLS
A COMPANY WHICH HAS GIVEN HIGHEST RETURNS
FOUNDER
• Late Sh. Qimat Rai Gupta
• started the company
• Bought havells in 1971
• Vision of better India
• Passionately helped the poor via CSR
CHAIRMAN & MD
• Anil Rai Gupta
• MBA in Marketing and Finance
• Wake Forest University in North Carolina, USA
• Led the diversification in 2003
• Actively participate in CSR
SOME FACTS ABOUT HAVELLS
• Started in 1958
• Bought Havells brand in 1973
• Got listed in 1993
• 2003 – launch of fans, CFL & lighting
• 2006 – Crabtree merged
SOME FACTS ABOUT HAVELLS
• 2007 – bought Sylvania
• 2010 – bought 100% share in Standard
• 2011 – Launch of Domestic Appliances
• 2017 – Launch of Personal Grooming Product
• 2017 - Acquired Lloyd consumer durable business
BUSINESS OF HAVELLS
• Havells is into 2 major businesses
• Electricals
• Home Appliances
BRANDS UNDER HAVELLS
• Havells
• Crabtree
• Reo
• Standard
• Llyods
• Promptec
IMPORTANT NUMBERS
• 40+ countries
• 8500 dealers
• 100000 retailers
• 40 offices
• 12 manufacturing facilities
WHY DID HAVELLS DO WELL?
FACTOR FAVORABLE FOR THE SECTOR
AND THE COMPANY
• Growing Urbanization
• Electrification
• Organized Penetration
• Young Demographic
HAVELLS STRATEGY
• Leverage channel by expanding product portfolio
• 2012 water heater
• 2013 domestic Appliances & pumps
• 2016 Aircoolers
• 2017 water purifiers
• Manufacturing facilities in 12 factory in North India
HAVELLS STRATEGY
• Better Distribution
• Town penetration – 1100
• Retailers count – 1lakh
• Havells galaxy – 653 which contributes 22%
• National Advertising and uniform discounting
• Mass to ‘mass premium’
• Acquisition of Sylvania and pragmatic exit
• Lloyd Acquisition
FUTURE OF HAVELLS
FUTURE FOR HAVELLS
• Plans to increase town penetration to 2283 from 1000 today
• Plans to increase retailer count to 200000 from 100000 today
• You can expect that sales will double when the above things happen
• High growth
• 14% in refrigerators & washing machine
• 17% in ac
• 15% in LED tv
FINANCIALS
SHAREHOLDING PATERN
FINANCIAL PERFORMANCE FROM 1993-2018
• Sales Growth – 29% CAGR
• Profit Growth – 32% CAGR
• Market Cap Growth – 37% CAGR
• Fun fact – If you would have invested only 1lakh during its IPO, you would today have
more than 28crores at current market cap of 40000crores.
FINANCIALS
• Debt to Equity – 0.03
• Dividend Payout – 35%
• NPM – 9%
• EV/Ebitda – 29.18
• ROE – 19.79%
• ROCE – 26.1%
• ROA – 18.8%
THANK YOU
LIKE SHARE SUBSCRIBE & COMMENT
You are Awesome

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Havells India | Brands |Business Model | Financials | History | Future

  • 1. HAVELLS A COMPANY WHICH HAS GIVEN HIGHEST RETURNS
  • 2. FOUNDER • Late Sh. Qimat Rai Gupta • started the company • Bought havells in 1971 • Vision of better India • Passionately helped the poor via CSR
  • 3. CHAIRMAN & MD • Anil Rai Gupta • MBA in Marketing and Finance • Wake Forest University in North Carolina, USA • Led the diversification in 2003 • Actively participate in CSR
  • 4. SOME FACTS ABOUT HAVELLS • Started in 1958 • Bought Havells brand in 1973 • Got listed in 1993 • 2003 – launch of fans, CFL & lighting • 2006 – Crabtree merged
  • 5. SOME FACTS ABOUT HAVELLS • 2007 – bought Sylvania • 2010 – bought 100% share in Standard • 2011 – Launch of Domestic Appliances • 2017 – Launch of Personal Grooming Product • 2017 - Acquired Lloyd consumer durable business
  • 6. BUSINESS OF HAVELLS • Havells is into 2 major businesses • Electricals • Home Appliances
  • 7. BRANDS UNDER HAVELLS • Havells • Crabtree • Reo • Standard • Llyods • Promptec
  • 8. IMPORTANT NUMBERS • 40+ countries • 8500 dealers • 100000 retailers • 40 offices • 12 manufacturing facilities
  • 9. WHY DID HAVELLS DO WELL?
  • 10. FACTOR FAVORABLE FOR THE SECTOR AND THE COMPANY • Growing Urbanization • Electrification • Organized Penetration • Young Demographic
  • 11. HAVELLS STRATEGY • Leverage channel by expanding product portfolio • 2012 water heater • 2013 domestic Appliances & pumps • 2016 Aircoolers • 2017 water purifiers • Manufacturing facilities in 12 factory in North India
  • 12. HAVELLS STRATEGY • Better Distribution • Town penetration – 1100 • Retailers count – 1lakh • Havells galaxy – 653 which contributes 22% • National Advertising and uniform discounting • Mass to ‘mass premium’ • Acquisition of Sylvania and pragmatic exit • Lloyd Acquisition
  • 14. FUTURE FOR HAVELLS • Plans to increase town penetration to 2283 from 1000 today • Plans to increase retailer count to 200000 from 100000 today • You can expect that sales will double when the above things happen • High growth • 14% in refrigerators & washing machine • 17% in ac • 15% in LED tv
  • 17. FINANCIAL PERFORMANCE FROM 1993-2018 • Sales Growth – 29% CAGR • Profit Growth – 32% CAGR • Market Cap Growth – 37% CAGR • Fun fact – If you would have invested only 1lakh during its IPO, you would today have more than 28crores at current market cap of 40000crores.
  • 18. FINANCIALS • Debt to Equity – 0.03 • Dividend Payout – 35% • NPM – 9% • EV/Ebitda – 29.18 • ROE – 19.79% • ROCE – 26.1% • ROA – 18.8%
  • 19. THANK YOU LIKE SHARE SUBSCRIBE & COMMENT You are Awesome