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Earnings Call

Exide Industries Earnings Call: Key Takeaways

Exide reported FY26 revenue of ₹17,269 Cr (up 4.1%) and PAT of ₹1,111 Cr (up 3.2%). Strategy focuses on lithium-ion Gigafactory scaling and lead-acid leadership.

Highlights
Revenue growth4.1% for FY26; 9.4% for Q4 FY26.
MarginsEBITDA margin stable at 11.3% for FY26.
Demand visibilityPositive for Auto OEM/Replacement and Solar; weak for Telecom/Exports.
Management confidenceHigh, focused on lithium-ion localization and core lead-acid resilience.

Growth

FY26 Revenue grew 4.1% YoY to ₹17,269 Cr; Q4 FY26 Revenue rose 9.4% to ₹4,551 Cr.

Outlook

Commissioning 12GWh Gigafactory; raising capacity across cylindrical and prismatic cells; positive outlook for auto replacement and solar.

Risks

Softness in Telecom and Export segments noted in market trends; potential for lithium-ion import competition.

Source

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

Read the document ↗

Exide Industries Ltd: key numbers

Share price
₹423.65
Market cap
₹36,010 Cr
Revenue (annual)
₹17,995 Cr
Net profit (annual)
₹854.2 Cr
P/E (TTM)
38.6×Sector 33.6×
Promoter holding
45.99%+0.00% QoQ
FII holding
10.62%Current quarter

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

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From
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