Exicom Tele-Systems Limited — Investor Meet, 18-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Exicom Tele-Systems reported Q1 FY26 standalone revenue of INR151 Cr and PAT of INR1.1 Cr, missing expectations due to project delays. Consolidated revenue was INR205 Cr with a net loss, primarily from Tritium. Management reaffirmed standalone FY26 guidance, expecting significant pickup from Q2. They highlight a record order book exceeding INR1,500 Cr. The EV charging business shows strong momentum with new segment entries, global agreements, and successful new product launches like Harmony Gen 2. Hyderabad plant expected to start production in October 2025. Tritium turnaround is slower, but positive indicators are noted. Management expresses confidence in future performance despite Q1.