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Earnings Call Transcript

Exicom Tele-Systems Earnings Call Transcript: 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.

Exicom Tele-systems Q2 FY27 concall: date, live audio and summaryConcall page →
Guidance and delivery
Management target Revenue 30.0% 3 years
Highlights
Revenue growthStandalone up 21.3% YoY; EV segment up 58.7% YoY.
MarginsConsolidated EBITDA turned positive at ₹1.8 Cr vs prior loss.
Order book₹1,645 Cr total; includes ₹377 Cr new H1 orders.
Demand visibilityStrong EV and 5G tailwinds; ₹1,645 Cr order book visibility.
Management confidenceBalanced; 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)
Source

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

Read 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.

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