Exide Industries Limited — PPTs, 05-05-2026: Investor Presentation

Exide Industries delivered a solid Q4 FY26, with revenue rising 9.4% YoY to Rs. 4,551 Cr and PAT surging 22.6% to Rs. 312 Cr. Full-year revenue reached Rs. 17,269 Cr. Growth was broadly supported by strong demand in 4W replacement, solar, and industrial segments. The company's strategic focus remains on integrated manufacturing, R&D, and expanding its network. Key growth drivers include robust automotive demand, government push for solar power (PM Surya Ghar), and increased industrial infrastructure capex.

Recent developments include launching new auxiliary batteries for EVs, India's first SUV-ready battery, and solar grid-tie inverters. Crucially, the Li-ion cell Gigafactory is progressing well, with utilities nearing completion and equipment on-site for validation trials for both cylindrical and prismatic lines.

Management expresses confidence in the Q1 FY27 outlook, expecting positive trends across all segments. Exide aims for sustainable value creation, balancing its core battery leadership with significant investments in future-ready Li-ion battery technologies, aligning with India's evolving energy and mobility landscape.