ALFA Finder| Management target | Revenue 200.0% FY27 |
|---|
| Revenue growth | Standalone revenue grew 57% YoY; Consolidated revenue up 61% YoY. |
|---|---|
| Margins | Standalone EBITDA expanded to 8.8%; Tritium dragging consolidated performance down. |
| Order book | Consolidated order book at ₹1,400Cr; Tritium bookings doubled to $21M. |
| Demand visibility | Strong visibility via BharatNet and rising EV registration trends. |
| Management confidence | High on long-term turnaround but defensive regarding current Tritium losses. |
Growth
Standalone revenue rose 57% YoY to ₹237Cr; EV charging revenue grew 15% YoY. Tritium bookings doubled to $21M.
Outlook
Management guides for 3x revenue growth at Tritium and EBITDA breakeven by Q4 FY27. Standalone order book remains robust at ₹1,400Cr.
Risks
Consolidated losses at ₹74Cr; Tritium margins eroded after exhausting low-cost inventory. Significant parallel-run costs from factory transitions.
Last quarter's promises, checked
Delivered
- Guided EBITDA breakeven for consolidated business in Q4 FY26 → delivered ₹30 lakhs (= BEAT)
- Guided standalone revenue growth → delivered ₹282Cr, up 33% YoY (= BEAT)
- Guided Hyderabad plant operational in Q4 FY26 → delivered fully operational status (= BEAT)
Partly delivered
- Guided Tritium EBITDA breakeven path → delivered 30% loss reduction but margins normalizing (= PARTIAL)
Missed
- Guided Critical Power export share to 20% in FY27 → delivered 15% in Q4 FY26 (= MISS)
Earnings Call Transcript filed with NSE, NSE: EXICOM. Summary written with AI assistance from the document.
Exicom Tele-Systems Ltd: 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.
More from Exicom Tele-Systems Ltd
All →Exicom Tele-Systems Investor Presentation: Key Takeaways
Q2 FY27 consolidated revenue ₹388.3 Cr (+37.8%), EBITDA ₹1.8 Cr, PAT loss ₹57.8 Cr. Standalone EBITDA margin 9.2%. Tritium divestment planned to strengthen the balance sheet.
Exicom Tele-Systems Annual General Meeting
Exicom seeks shareholder approval via postal ballot to divest its Tritium business at an indicative ₹799 Crore (USD 85 million) value. E-voting closes 6 December 2026.
- Value
- ₹799.0 Cr
Exicom Tele-Systems Business Update
Exicom Tele-Systems is consolidating manufacturing by transitioning operations from its Gurugram facility to existing plants in Hyderabad and Solan. The transition aims to optimize infrastructure and is expected to finish by November 15, 2026.
- Execution
- November 15, 2026
Exicom Tele-Systems Merger & Restructuring Worth ₹799 Cr
Exicom Tele-Systems Limited reported a 38% sequential rise in consolidated revenue to ₹388.3 crore for Q2 FY27. The Board also approved the divestment of Tritium for USD 85 million.
- Value
- ₹799.0 Cr
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
Exicom Tele-Systems Board Meeting Date
Exicom Tele-Systems will hold a board meeting on November 4, 2026 to consider Q2 and half-year unaudited results. The trading window will reopen on November 7, 2026.