Exicom Tele-Systems Limited has informed the Exchange about Transcript
EXICOM · price
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Exicom Tele-Systems reported strong Q4 FY '26 results with standalone revenue of INR 282 crores (33% YoY growth) and EBITDA of INR 29.9 crores (10.6% margin, up 148% YoY). On a consolidated basis, revenue was INR 388 crores (46% YoY) and the company achieved its first EBITDA breakeven since acquiring US-based EV charging company Tritium in September 2025. The EV charging business posted its highest-ever quarterly revenue of INR 88 crores with 60% YoY growth, while Critical Power delivered INR 194 crores with 23% growth. The Hyderabad manufacturing plant has become fully operational, and Tritium is targeting 3x revenue growth and EBITDA breakeven by Q4 FY '27, with three new products launching between May-July 2026 potentially unlocking $90 million in FY '28 revenue. The company has an order book of INR 1,000 crores and is targeting BESS (Battery Energy Storage Systems) revenue of INR 50 crores in FY '27.
The company's turnaround in consolidated profitability marks a significant milestone, and strong order book visibility combined with new product launches and capacity expansion positions Exicom for continued growth. The stock could see positive sentiment given the EBITDA margin expansion from 5.2% to 7.8% and the path to Tritium profitability.