Exicom Tele-Systems Limited — PPTs, 12-08-2025: Investor Presentation

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**Financial Highlights:**

Exicom's Q1 FY26 standalone revenue hit 150.7 Cr (PAT 1.1 Cr). Consolidated revenue reached 205.3 Cr but reported a PAT loss of 71.1 Cr, impacted by Critical Power (CP) project delays and Tritium. EVSE revenue surged, offsetting CP's decline. Management acknowledges Q1 was below expectations.

**Strategic Initiatives & Growth Drivers:**

EV sales are expected to boost charging outlook, with Bharat Net deliveries lifting Q2 revenue. Tritium, a global investment, shows promise with USD $8M in Q1 bookings. A new Hyderabad plant is on track for October 2025.

**Business Developments:**

CP began Bharat Net execution and secured Li-ion battery orders. EVSE gained a Southeast Asia GFA, entered electric trucking, and onboarded a luxury carmaker. Over 15.5K chargers sold globally; new Harmony Direct 2.0 and Gen 2.0 launched.

**Market Position & Competitive Advantage:**

Exicom leads in EV charging and power management, backed by a strong customer base and global footprint. Its in-house CRM enhances EVSE service efficiency.

**Investor Implications:**

While Q1 shows execution risks in CP and Tritium, strong EV market tailwinds and a robust >1500 Cr CP order backlog signal significant positive growth potential. Monitor project execution. #EVCharging #PowerSolutions