Submission of Investor Presentation
EXICOM · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Exicom reported strong Q4 FY26 results with standalone revenue of Rs 282.1 Cr (up 32.6% YoY) and consolidated revenue of Rs 387.9 Cr (up 46.1% YoY). The consolidated business achieved its first EBITDA breakeven (Rs 0.3 Cr) since acquiring Tritium in September 2025. Standalone EBITDA margin improved to 10.6%, while consolidated PAT remains negative at Rs 54.3 Cr due to Tritium losses. Tritium delivered its strongest quarter with USD 9.7 Mn revenue (+157% QoQ) and USD 12.6 Mn backlog entering Q1 FY27. The order book stands at Rs 1,016 Cr as of March 31, 2026. The company outlined future opportunities including Rs 600-800 Cr potential from private telcos over 2 years and 100 MWh BESS pipeline for FY27.
The EBITDA breakeven achievement and strong order pipeline indicate improving operational performance, though shareholders should monitor Tritium's path to profitability by Q4 FY27. The margin improvement trajectory and multi-year opportunity pipeline are positive signals for long-term value creation.