Exicom Tele-Systems Limited has informed the Exchange about Investor Presentation
EXICOM · price
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Awaiting price reaction for this filing.
Exicom Tele-Systems reported Q3 FY26 results alongside an investor presentation. Standalone revenue rose 58% YoY to Rs 233.7 Cr with PAT of Rs 3.5 Cr (vs a loss last year), but consolidated revenue was Rs 276.7 Cr with a PAT loss of Rs 67.9 Cr, hurt by Tritium. Critical Power segment grew strongly (~98% YoY consolidated) while EV Charger revenue dipped 4% YoY. Order book in Critical Power stood at over Rs 1,400 Cr. On Tritium, management said Q4 FY26 revenue is estimated at ~$10 Mn (first double-digit quarter since acquisition), with a $30 Mn PO from a large US customer and $100 Mn+ pipeline; Tritium EBITDA breakeven is targeted for Q4 FY27 with 3x revenue growth in FY27. Hyderabad plant is operational, and IPO funds are nearly fully utilised.
Standalone business is profitable and growing, but consolidated losses persist due to Tritium's drag. Watch for Tritium's revenue ramp-up and progress toward EBITDA breakeven as the key triggers; near-term stock reaction may hinge on whether management can show improving consolidated margins and order conversion.