EXIDEINDBSEExide Industries LtdMediumNeutral
Announced Tue, 5 May · 16:19 IST

Please find enclosed letter wrt. investor presentation on the Company''s performance for Q4 FY 2025-26.

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

EXIDEIND · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

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AI summary

Exide Industries released its Q4 FY26 investor presentation ahead of an analyst call. Revenue grew 9.4% YoY to Rs 4,551 crore in Q4, with full-year FY26 revenue at Rs 17,269 crore (up 4.1%). EBITDA margin improved to 11.7% in Q4 from 11.2% a year ago, with FY26 EBITDA at Rs 1,943 crore (11.3% margin). PAT grew strongly at 22.7% YoY in Q4 to Rs 420 crore; FY26 PAT was Rs 1,500 crore, up 13.7%. The company remains debt-free with ICRA AAA rating and ~16% consistent dividend payout. Key highlights include 95%+ utilities completion across all 4 gigafactory lines at Exide Energy Solutions, new EV battery launches for VinFast and Maruti e Vitara, and 18k+ village rural outreach. The company serves 75+ OEMs and operates across 70+ countries.

Likely market impact

Revenue and profit growth, margin expansion, and progress on the Li-ion gigafactory signal operational strength. The debt-free balance sheet and AAA rating reinforce financial stability, supporting investor confidence ahead of the earnings call.