EXIDEINDNSEExide Industries Limited· Auto AncillariesHighPositive
Announced Tue, 5 Aug · 13:40 IST

Exide Industries Limited has informed the Exchange regarding a press release dated August 05, 2025, titled "For the first quarter of the financial year 2025-26, sales grew by 4.6% and PBT grew by14.9% on YoY basis.".

Ebitda Margin ExpansionResults View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Exide Industries reported standalone revenue from operations of Rs. 4,509.81 crore for Q1FY26, up 4.6% YoY from Rs. 4,312.76 crore in Q1FY25. Profit before tax (PBT) grew 14.9% YoY to Rs. 429.70 crore, while profit after tax (PAT) rose to Rs. 320.45 crore from Rs. 279.57 crore, with EPS at Rs. 3.77. EBITDA margin expanded to 12.2% from 11.5% a year ago, driven by better price realisation, improved product mix, and cost-efficiency initiatives. On a consolidated basis, revenue was Rs. 4,695.12 crore and PAT was Rs. 274.58 crore. The company highlighted double-digit growth in the auto replacement, industrial UPS, and solar segments, while auto OEM demand remained weak in passenger vehicles and two-wheelers. The lithium-ion subsidiary EESL received an additional Rs. 300 crore investment in Q1 (plus Rs. 100 crore in July), taking cumulative investment to Rs. 3,702.23 crore, with commercial production targeted by end-FY26.

Likely market impact

Modest revenue growth paired with solid PBT and PAT expansion signals margin improvement and cost discipline, which is supportive for the stock. The zero-debt balance sheet, strong cash flows, and progress on the lithium-ion EESL project add long-term optionality, though weak auto OEM demand remains a near-term watchpoint.