ALFA Finder
The call ran from 12:01 PM to 12:53 PM IST (52 min).
Key takeaways
Exicom delivered record EV charging revenue and a consolidated EBITDA turnaround, but is divesting its Tritium subsidiary to fix a debt-heavy balance sheet.
| Management target | Revenue 30.0% 3 years |
|---|
| Revenue growth | Standalone up 21.3% YoY; EV segment up 58.7% YoY. |
|---|---|
| Margins | Consolidated EBITDA turned positive at ₹1.8 Cr vs prior loss. |
| Order book | ₹1,645 Cr total; includes ₹377 Cr new H1 orders. |
| Demand visibility | Strong EV and 5G tailwinds; ₹1,645 Cr order book visibility. |
| Management confidence | Balanced; optimistic on domestic segments but divesting loss-making Tritium. |
Growth
Standalone revenue grew 21.3% YoY; EV charging surged 58.7% YoY, crossing the ₹100 Cr mark.
Outlook
Order book of ₹1,645 Cr provides 15-month visibility; targets 30% revenue from exports in 3 years.
Risks
Tritium divestment suggests high cash burn; commodity and semiconductor costs are currently offsetting operating leverage gains.
Last quarter's promises, checked
Delivered
- Guided consol. EBITDA breakeven within 2 qtrs, Q2 specifically (Q1: ₹-21.9 Cr) → delivered +₹1.8 Cr (= BEAT)
Summary by ALFA Finder, written with AI assistance from our own recording of the call, published . Open it on ALFA Filings ›
The results behind this call
Exicom Tele-Systems Q2 FY27 Results: Net Loss of ₹56.8 Cr, Loss Narrows
Exicom Tele-Systems Ltd reported revenue from operations of ₹388.3 Cr (+37.8% YoY) and a net loss of ₹56.8 Cr for Q2 FY27.
- Key figure
- Net loss ₹56.8 Cr
What management said last time
Full summary →From the call summary published .
Outlook they gave
Management guides for 3x revenue growth at Tritium and EBITDA breakeven by Q4 FY27. Standalone order book remains robust at ₹1,400Cr.
Growth they described
Standalone revenue rose 57% YoY to ₹237Cr; EV charging revenue grew 15% YoY. Tritium bookings doubled to $21M.
Call details
| Company | Exicom Tele-systems Limited |
|---|---|
| NSE symbol | EXICOM |
| ISIN | INE777F01014 |
| Call | Q2 FY27 earnings call |
| Date | Thursday, 12 November 2026 |
| Time | 12:00 PM IST |
| Length | 52 min |
| Audio | Our stream on YouTube ↗ |
Exicom Tele-systems Limited: key numbers
- Share price
- ₹146.01
- Market cap
- ₹2,032 Cr
- Revenue (annual)
- ₹1,152 Cr
- Net profit (annual)
- ₹-274.1 Cr
- P/E (TTM)
- -8.4×Sector 21.7×
- Promoter holding
- 65.20%+0.00% QoQ
- FII holding
- 0.97%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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