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Earnings Call

Exicom Tele-Systems Earnings Call: Key Takeaways

Exicom Q4 FY26 achieved record revenue and consolidated EBITDA breakeven, driven by a 33% YoY standalone revenue surge and commercial scaling of the Tritium acquisition.

Why this was an Alfa AlertNot a filter event. Results show strong growth but do not cite specific beats against management's own numerical guidance.
Highlights
Revenue growth46% YoY Consolidated; 33% YoY Standalone.
MarginsConsolidated EBITDA breakeven (0.1%) for first time since Tritium acquisition.
Order bookCritical Power order book at ₹1,016 Cr as of March 31.
Demand visibilityStrong; 120k+ site upgrades expected by telcos in FY27.
Management confidenceHigh; citing Tritium's commercial traction and EBITDA breakeven milestone.

Growth

Standalone revenue grew 33% YoY (₹282.1 Cr) and PAT rose to ₹11.9 Cr. Consolidated revenue jumped 46% YoY.

Outlook

Tritium targeted for EBITDA breakeven by Q4 FY27. Launching GRID-FLEX, TRI-FLEX, and DC-FLEX chargers in FY27-28.

Risks

Currency depreciation and rising commodity prices impacted margins. New tower installations slowed to 3.7% YoY growth.

Source

Earnings Call filed with BSE, NSE: EXICOM. Summary written with AI assistance from the document.

Read the document ↗

Exicom Tele-Systems Ltd: key numbers

Share price
₹160.99
Market cap
₹2,239 Cr
Revenue (annual)
₹1,152 Cr
Net profit (annual)
₹-274.1 Cr
P/E (TTM)
-8.6×Sector 25.1×
Promoter holding
65.20%-1.27% QoQ
FII holding
0.20%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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18:24 IST NSE
Earnings Call

Exicom Tele-Systems Earnings Call Transcript: Key Takeaways

Exicom delivers strong YoY standalone revenue growth of 57% but remains weighed down by consolidated losses from Tritium. Management predicts a Tritium EBITDA breakeven by Q4 FY27, banking on a massive $20M quarterly booking surge.

Call
Guides 200% growth