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Exide Industries (500086) investor relations material
Exide Industries Q3 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 FY26 revenue grew 4.7% year-over-year to ₹4,030 crore, driven by strong auto OEM and replacement market growth, while telecom and exports declined sharply, resulting in a 5% YoY sales drop for Q3 in some segments.
Over 75 years of operations with a diversified battery portfolio, presence in 60+ countries, and 13 manufacturing plants.
Profitable since inception, debt-free, and listed since 1979, with strong liquidity and robust cash flow generation.
Cost pressures from high raw material prices and rupee depreciation were offset by cost excellence projects, improving gross margin sequentially.
Lithium-ion investments and product launches, including AGM batteries and new inverter ranges, position the company for future growth.
Financial highlights
Q3 FY26 revenue rose 4.7% YoY to ₹4,030 crore; EBITDA at ₹449 crore with 11.7% margin; PAT at ₹258 crore, margin steady at 6.4%.
9M FY26 revenue up 2.3% to ₹12,718 crore; EBITDA at ₹1,412 crore, margin at 11.1%; PAT at ₹799 crore, down 2.9% YoY.
Standalone EBITDA margin for Q3 FY26: 11.7%, up 220–221 bps sequentially.
Exceptional items: Q3 and 9M FY26 PBT include a ~₹9 crore loss due to labor code revision.
Data center revenues for the quarter were INR 75–100 crore, with a strong pipeline.
Outlook and guidance
Positive market trends and outlook for Q4 FY26 across automotive, solar, telecom, and industrial segments.
Lead-acid business outlook remains positive, driven by automotive OEM, aftermarket, solar, and power backup demand.
Export business expected to recover due to easing tariff barriers and new partnerships.
Management expects high single-digit to early double-digit top-line growth next year if declining segments recover.
Lithium-ion cell manufacturing plant nearing production, supporting future growth.
- TimeTickerHeadlineOpen
- 6 FebJ
Strong growth, digital innovation, and margin expansion drive robust multi-year financial outlook. - 6 Feb004020
Operating profit rose on cost savings and high-value sales, with major US expansion underway. - 6 FebJOUT
Net sales up 31%, gross margin at 36.6%, and net loss narrowed to $3.3 million. - 6 FebPECO
Record 2025 occupancy and 7% Core FFO growth; 2026 targets 5.5% FFO growth and strong acquisitions. - 6 FebPROV
Q2 FY2026 net income rose 65% year-over-year, with higher margins and strong credit quality. - 6 FebNVDA
AI-driven digital twins and accelerated computing are set to revolutionize industrial design and manufacturing. - 6 FebCDP
2025 FFO/share rose 5.8% to $2.72, with strong leasing and investment; 2026 guidance signals more growth. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and major new contracts in space technology. - 6 FebCRI
Net loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high. - 6 FebCRI
Net loss deepened on lower sales and higher costs, but major new contracts and restructuring are underway.
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Next Exide Industries earnings date
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