ALFA Finder| Management target | Revenue FY27 |
|---|
| Margins | EBITDA margin improved 20 bps to 12.4%. |
|---|---|
| Order book | 100% share of business on key new models with large OEMs. |
| Demand visibility | Strong replacement cycle and low PV penetration drive demand. |
Growth
EBITDA rose 19.5% to Rs. 655 Cr; EBITDA margin expanded to 12.4% from 12.2%.
Outlook
Invested Rs. 4,902 Cr in Gigafactory to date; revenue generation from giga factory expected in FY27.
Risks
Old-period imports for advanced chemistry; transitioning core lead-acid technology to lithium-ion formats.
Last quarter's promises, checked
Delivered
- Guided high single to double-digit growth → delivered 17.6% (= BEAT)
- Guided EBITDA margin expansion YoY → delivered 12.4% vs 12.2% (= BEAT)
- Guided sample delivery by May 2026 → delivered samples as planned (= BEAT)
Partly delivered
- Guided Rs. 1,400 Cr FY27 Li-ion investment → delivered Rs. 100 Cr (Rs. 4,902 Cr total) (= PARTIAL)
Investor Presentation filed with NSE, NSE: EXIDEIND. Summary written with AI assistance from the document.
Exide Industries Ltd: key numbers
- Share price
- ₹380.60
- Market cap
- ₹32,351 Cr
- Revenue (annual)
- ₹17,995 Cr
- Net profit (annual)
- ₹854.2 Cr
- P/E (TTM)
- 30.9×Sector 32.5×
- 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.
More from Exide Industries Ltd
All →Exide Industries Earnings Call Transcript: Key Takeaways
Exide delivered robust revenue growth and significant EBITDA margin expansion despite volatile input costs.
Exide Industries Investor Presentation: Key Takeaways
Q2 FY27 standalone revenue Rs 5,026 cr (+20.3% YoY), EBITDA Rs 606 cr (12.1% margin), PAT Rs 386 cr (+75.1%). New Energy 6 GWh Li-ion plant commissioned Sept 2026.
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
Exide Industries Capital Structure Change
Exide Industries invested Rs 150 Crore in its wholly owned subsidiary EESL through a rights subscription. Shares were allotted on 27 October 2026, and the shareholding stays at 100%.
- Value
- ₹150.0 Cr
Exide Industries Other Announcement
Exide Industries Ltd has filed its quarterly shareholding pattern for the period ended September 30, 2026, as required under SEBI regulations.
Exide Industries Acquisition Worth ₹100 Cr
Exide Industries Ltd invested Rs. 100 Crore into its wholly-owned subsidiary, Exide Energy Solutions Limited, via a rights issue of shares. This funding supports the subsidiary's greenfield projects.
- Value
- ₹100.0 Cr