| 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
- ₹405.75
- Market cap
- ₹34,489 Cr
- Revenue (annual)
- ₹17,995 Cr
- Net profit (annual)
- ₹854.2 Cr
- P/E (TTM)
- 37.0×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 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
Exide Industries Other Announcement
Exide Industries Ltd has filed its quarterly shareholding pattern for the period ending June 30, 2026, disclosing distribution among stakeholder categories.