| Management target | Revenue 200.0% FY27 |
|---|
| Revenue growth | Standalone revenue grew 57% YoY; Consolidated revenue up 61% YoY. |
|---|---|
| Margins | Standalone EBITDA expanded to 8.8%; Tritium dragging consolidated performance down. |
| Order book | Consolidated order book at ₹1,400Cr; Tritium bookings doubled to $21M. |
| Demand visibility | Strong visibility via BharatNet and rising EV registration trends. |
| Management confidence | High on long-term turnaround but defensive regarding current Tritium losses. |
Growth
Standalone revenue rose 57% YoY to ₹237Cr; EV charging revenue grew 15% YoY. Tritium bookings doubled to $21M.
Outlook
Management guides for 3x revenue growth at Tritium and EBITDA breakeven by Q4 FY27. Standalone order book remains robust at ₹1,400Cr.
Risks
Consolidated losses at ₹74Cr; Tritium margins eroded after exhausting low-cost inventory. Significant parallel-run costs from factory transitions.
Last quarter's promises, checked
Delivered
- Guided EBITDA breakeven for consolidated business in Q4 FY26 → delivered ₹30 lakhs (= BEAT)
- Guided standalone revenue growth → delivered ₹282Cr, up 33% YoY (= BEAT)
- Guided Hyderabad plant operational in Q4 FY26 → delivered fully operational status (= BEAT)
Partly delivered
- Guided Tritium EBITDA breakeven path → delivered 30% loss reduction but margins normalizing (= PARTIAL)
Missed
- Guided Critical Power export share to 20% in FY27 → delivered 15% in Q4 FY26 (= MISS)
Earnings Call Transcript filed with NSE, NSE: EXICOM. Summary written with AI assistance from the document.
Exicom Tele-Systems Ltd: key numbers
- Share price
- ₹153.70
- Market cap
- ₹2,139 Cr
- Revenue (annual)
- ₹1,152 Cr
- Net profit (annual)
- ₹-274.1 Cr
- P/E (TTM)
- -8.2×Sector 24.7×
- Promoter holding
- 65.20%-1.27% QoQ
- FII holding
- 0.20%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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