Exide Industries Earnings Call Transcript: Key Takeaways
Exide delivered robust revenue growth and significant EBITDA margin expansion despite volatile input costs.
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Exide delivered robust revenue growth and significant EBITDA margin expansion despite volatile input costs.
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 Q1 FY27 results show strong core lead-acid growth alongside milestone customer samples from the new lithium-ion gigafactory. Management remains optimistic but avoids specific numerical guidance for the new lithium business.
Exide Q1 FY27 revenue grew 17.6% YoY to Rs. 5,305 Cr, with PAT up 27.1% to Rs. 407 Cr. Management is pivoting from lead-acid leadership to a major lithium-ion expansion.
Exide delivered record Q4 FY26 revenue with 9.4% YoY growth, driven by strong auto OEM and solar segments while pivoting towards lithium-ion cell manufacturing.
Exide reported solid FY26 results with 4.1% revenue growth to ₹17,269 Cr and 3.2% PAT growth. Strategy focuses on Lead-acid core business stability and aggressive New Energy/Gigafactory expansion.
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.