EXICOMNSEExicom Tele-Systems LimitedHighPositive
Announced Tue, 19 May · 15:12 IST

Exicom Tele-Systems Limited has informed the Exchange regarding a press release dated May 19, 2026, titled "Exicom Delivers its Strongest Quarter of FY26 as Both Businesses Return to Sharp Growth".

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

EXICOM · price

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Price reaction · full curve 14 horizons · vs prior close
+3.2%1-day move
₹111.00
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₹115.26
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AI summary

Exicom reported its strongest quarter of FY26 with Q4 standalone revenue of ₹282 crore, up 33% YoY. Standalone EBITDA margin reached 10.6% in Q4, the highest of FY26, improving steadily from 5.8% in Q1. For full year FY26, standalone revenue was ₹895 crore (+19% YoY) and consolidated revenue ₹1,152 crore (+33% YoY). The consolidated business turned EBITDA breakeven in Q4 for the first time since the Tritium acquisition, improving from a loss of ₹32 crore in Q3. Tritium delivered USD $9.7 million revenue (+157% QoQ) with a USD $12.6 million backlog entering FY27. The company inaugurated its Hyderabad manufacturing plant in March 2026, built on a ₹216 crore investment expanding capacity 2.5x.

Likely market impact

Strong operational performance with margin improvement signals execution capability. The consolidated EBITDA breakeven in Q4 is a key milestone, though full-year consolidated losses of ₹274 crore remain. The order pipeline and Tritium's commercial traction provide visibility for FY27.