ALFA Finder| Revenue growth | Standalone revenue grew 17.6% YoY, driven by broad-based segment growth. |
|---|---|
| Margins | EBITDA margin improved 20 bps YoY to 12.4% despite cost pressures. |
| Demand visibility | Strong summer demand for inverters and robust automotive replacement demand. |
| Management confidence | Confident in core segments; cautious but technically ready for lithium ramp-up. |
Growth
Revenue grew 17.6% YoY with EBITDA up 19.5%; growth was double-digit across all major core battery segments.
Outlook
Invested ₹4,902 crore in the lithium subsidiary; ₹1,400 crore additional capex planned for the current fiscal.
Risks
Input costs remain elevated due to currency headwinds and West Asia disruptions; lithium profitability is delayed.
Last quarter's promises, checked
Delivered
- Guided Rs. 1000cr+ solar revenue → delivered Rs. 1000cr+ (= BEAT)
- Guided cylindrical sample delivery by May 2026 → delivered samples (= BEAT)
- Guided FY27 capex of Rs. 1400cr → invested Rs. 100cr of planned 1400cr (= BEAT)
Partly delivered
- Guided high single to double-digit core growth → delivered 17.6% (= BEAT)
- Guided prismatic trials shortly after May → trials ongoing/sampling started (= PARTIAL)
Earnings Call Transcript filed with BSE, 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