Exide Industries Limited has informed the Exchange about Investor Presentation
EXIDEIND · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Exide Industries released its Q4 FY2025-26 investor presentation covering quarterly and annual performance. Revenue grew 9.4% YoY to Rs 4,551 Cr in Q4 and 4.1% to Rs 17,269 Cr for FY26. EBITDA margin improved to 11.7% in Q4 (from 11.2%) and stood at 11.3% for full year. PAT increased 22.6% YoY to Rs 312 Cr in Q4 and 3.2% to Rs 1,111 Cr for FY26. The company highlighted its debt-free balance sheet with ICRA AAA rating, 79 years of operating history, and 20-year revenue CAGR of 13.4%. The new energy business (Exide Energy Solutions Limited) showed strong progress with the gigafactory achieving 95%+ utilities completion and ~45 MPAs (supply agreements) signed across both cylindrical and prismatic cell lines. The company sees structural demand growth from EV penetration (30%+ in 2W, 70%+ in 3W by 2030), rooftop solar (40 GW MNRE target), and industrial infrastructure capex.
Strong operational performance with margin improvement reflects successful cost management and operational efficiency. The gigafactory progress signals Exide's successful transition into lithium-ion manufacturing with a disclosed order pipeline. The debt-free, cash-generative business model continues to create shareholder value through consistent dividends.