Exide Industries Limited — PPTs, 02-02-2026: Investor Presentation

Exide Industries delivered a solid Q3 FY26, with revenue up 4.7% YoY to INR 4,030 Cr and PAT rising 5.2% to INR 258 Cr. EBITDA grew 4.7% to INR 470 Cr, maintaining an 11.7% margin. The company remains debt-free, showing stable performance across key auto, solar, and industrial segments.

Strategically, Exide is driving growth by targeting new market areas and enhancing customer touchpoints, supported by digitization (like a WhatsApp service bot) and process automation for efficiency.

Recent product launches include premium EL Ultra and economy Powerbox batteries, plus Solar Grid-Tie Inverters and AGM batteries, all in Feb ’26. Big OEM wins include 100% supply for Kia Seltos (Q4 ’26) and TATA Sierra petrol (Dec ’25). Progress is strong on its Lithium-ion cell manufacturing plant, with validation and installation underway.

Management expects positive momentum in Q4 FY26, focusing on efficient working capital and self-funding new projects, especially their exciting Lithium-ion venture. Market Cap: INR 30,787 Cr (Dec ‘25).