| Revenue growth | 9.4% YoY in Q4 FY26; 4.1% for full year FY26. |
|---|---|
| Margins | EBITDA margin maintained at 11.7% despite gross margin pressure from commodities. |
| Order book | Healthy order inflow in railways, motive power, and industrial UPS. |
| Demand visibility | Strong revival in rural India; auto OEM surge (+25% in Q4). |
| Management confidence | High confidence in demand recovery and 'One-Exide' operating model synergies. |
Growth
Q4 revenue grew 9.4% YoY (domestic up 12.5%); full-year FY26 revenue grew 4.1%. Solar vertical crossed ₹1000cr mark.
Outlook
Investing ₹1,400cr in FY27 for Li-ion Phase-I; total equity investment in Exide Energy reached ₹4,802cr.
Risks
Global commodity inflation (sulfur, lead, plastic), West-Asia conflict, rupee depreciation, and technology shifts in Telecom/E-Rickshaw.
Earnings Call filed with BSE, NSE: EXIDEIND. Summary written with AI assistance from the document.
Exide Industries Ltd: key numbers
- Share price
- ₹404.00
- Market cap
- ₹34,340 Cr
- Revenue (annual)
- ₹17,995 Cr
- Net profit (annual)
- ₹854.2 Cr
- P/E (TTM)
- 36.9×Sector 32.1×
- Promoter holding
- 45.99%+0.00% QoQ
- FII holding
- 10.62%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 Production Started
Exide Industries' subsidiary, Exide Energy Solutions, has commissioned a 6 GWh Phase-I lithium-ion cell manufacturing facility in Bengaluru.
- lithium-ion cell manufacturing capacity
- 6.0 GWh
Exide Industries Partnership
Exide Industries entered a long-term strategic cooperation agreement with ExCom Energy Solutions GmbH to develop industrial battery solutions across the European Economic Area.
- From
- ExCom Energy Solutions GmbH
Exide Industries Merger & Restructuring Worth ₹200 Cr
Exide Industries Ltd invested Rs. 199.9999995 Crore in its wholly owned subsidiary, Exide Energy Solutions Limited, via a rights issue to fund greenfield projects.
- Value
- ₹200.0 Cr
Exide Industries Earnings Call Transcript: Key Takeaways
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 Industries Investor Presentation: Key Takeaways
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 Industries Q1 FY27 Results: Net Profit ₹351.3 Cr, Up 27.9% YoY
Exide Industries Ltd reported revenue from operations of ₹5,528 Cr (+17.7% YoY) and net profit of ₹351.3 Cr (+27.9% YoY) for Q1 FY27.
- Key figure
- Net profit ₹351.3 Cr · +27.9% YoY