Thursday, 5 November 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call Transcript

Exide Industries Earnings Call Transcript: Key Takeaways

Exide delivered robust revenue growth and significant EBITDA margin expansion despite volatile input costs.

Exide Industries Q2 FY27 concall: date, live audio and summaryConcall page →
Highlights
Revenue growthStandalone revenue grew 20.3% YoY to ₹5,026 Cr.
MarginsEBITDA margin expanded to 12.1% from 9.4% YoY.
Demand visibilityStrong automotive and solar demand; government Push for green energy.
Management confidenceExtremely bullish on lithium-ion transition and core market share gains.

Growth

Revenue rose 20.3% YoY to ₹5,026 Cr; margins improved by 270 bps.

Outlook

Commissioned 6GWh lithium cell factory; targets lithium-ion business break-even in 2-3 years.

Risks

Continued rupee weakness and geopolitical instability in West Asia impact raw material costs.

Last quarter's promises, checked

Delivered

  • Guided debt-free, funded from operating cash flow → delivered remains debt-free (= BEAT)

Partly delivered

  • Guided ₹1,400 cr FY27 lithium capex → delivered ₹552 cr invested, FY-to-date pacing unclear (= PARTIAL)
Source

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

Read the document ↗

Exide Industries Ltd: key numbers

Share price
₹370.60
Market cap
₹31,501 Cr
Revenue (annual)
₹17,995 Cr
Net profit (annual)
₹854.2 Cr
P/E (TTM)
30.1×Sector 31.6×
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 →