Exide Industries Limited — Investor Meet, 11-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Exide reported strong Q4 FY26, with overall revenue up 9.4% YoY, hitting a new quarterly high, driven by 12.5% domestic growth. Key segments like auto OEM and home UPS saw robust demand. Despite commodity cost pressures, EBITDA margins were maintained at 11.7% sequentially due to cost controls and selective price hikes. The company invested Rs. 1,500 Cr in FY26 in its lithium-ion cell project, with total equity investment at Rs. 4,802 Cr. Cylindrical cell samples are due this month, with prismatic trials soon. Management is confident about core business growth and the long-term outlook for localized lithium-ion production.