The call ran from 12:01 PM to 1:06 PM IST (1 h 5 min).
Key takeaways
Exide delivered robust revenue growth and significant EBITDA margin expansion despite volatile input costs.
| Revenue growth | Standalone revenue grew 20.3% YoY to ₹5,026 Cr. |
|---|---|
| Margins | EBITDA margin expanded to 12.1% from 9.4% YoY. |
| Demand visibility | Strong automotive and solar demand; government Push for green energy. |
| Management confidence | Extremely bullish on lithium-ion transition and core market share gains. |
Growth
Revenue rose 20.3% YoY to ₹5,026 Cr; margins improved by 270 bps.
Outlook
Commissioned 6GWh lithium cell factory; targets lithium-ion business break-even in 2-3 years.
Risks
Continued rupee weakness and geopolitical instability in West Asia impact raw material costs.
Last quarter's promises, checked
Delivered
- Guided debt-free, funded from operating cash flow → delivered remains debt-free (= BEAT)
Partly delivered
- Guided ₹1,400 cr FY27 lithium capex → delivered ₹552 cr invested, FY-to-date pacing unclear (= PARTIAL)
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
Exide Industries Q2 FY27 Results: Net Profit ₹287.1 Cr, Up 65.4% YoY
Exide Industries Ltd reported revenue from operations of ₹5,292 Cr (+21.2% YoY) and net profit of ₹287.1 Cr (+65.4% YoY) for Q2 FY27.
- Key figure
- Net profit ₹287.1 Cr · +65.4% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Invested ₹4,902 crore in the lithium subsidiary; ₹1,400 crore additional capex planned for the current fiscal.
Growth they described
Revenue grew 17.6% YoY with EBITDA up 19.5%; growth was double-digit across all major core battery segments.
Call details
| Company | Exide Industries Ltd |
|---|---|
| NSE symbol | EXIDEIND |
| ISIN | INE302A01020 |
| Call | Q2 FY27 earnings call |
| Date | Thursday, 5 November 2026 |
| Time | 12:00 PM IST |
| Length | 1 h 5 min |
| Audio | Our stream on YouTube ↗ |
Exide Industries Ltd: key numbers
- Share price
- ₹370.60
- Market cap
- ₹31,501 Cr
- Revenue (annual)
- ₹17,995 Cr
- Net profit (annual)
- ₹854.2 Cr
- P/E (TTM)
- 30.1×Sector 31.6×
- Promoter holding
- 45.99%+0.00% QoQ
- FII holding
- 13.21%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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