Exicom Tele-Systems Limited — PPTs, 19-05-2026: Investor Presentation

**1. Business Performance:** Exicom delivered robust Q4 FY26 results. Standalone revenue rose 33% YoY to ₹282.1 Cr, with EBITDA at ₹29.9 Cr (10.6% margin). Consolidated revenue jumped 46% YoY to ₹387.9 Cr, marking its first-ever EBITDA breakeven since the Tritium acquisition. Both Critical Power (+23% YoY) and EV Charger (+83% YoY consolidated) segments showed strong growth.

**2. Growth Drivers or Strategy:** The company is strategically positioned to capitalize on megatrends like rising EV adoption and increased data traffic. Focus areas include expanding its EV charging solutions, driving innovation in next-gen power technology, and optimizing global operations to meet demand from India's accelerating EV market and telecom infrastructure upgrades.

**3. Recent Developments:** Exicom achieved its highest-ever quarterly EVSE revenue of ₹87.9 Cr, boosted by selling the most DC chargers (>120kW). Tritium saw a 157% QoQ revenue surge to $9.7 million, securing a $12.6 million backlog. The new Hyderabad plant, India's largest integrated EV charger and battery facility, is operational. Innovations include the first live Tritium Liquid Cooled Charger.

**4. Key Financial Metrics:**

* Standalone Q4 Revenue: ₹282.1 Cr (+33% YoY)

* Consolidated Q4 Revenue: ₹387.9 Cr (+46% YoY)

* Standalone Q4 EBITDA: ₹29.9 Cr

* Consolidated Q4 EBITDA: ₹0.3 Cr

**5. Management Commentary / Outlook:** Management projects Tritium's revenue to triple in FY27, targeting EBITDA breakeven by Q4 FY27, supported by upcoming GRID-FLEX, TRI-FLEX, and DC-FLEX product launches. Exicom also foresees over ₹1,000 Cr in future critical power opportunities, signaling continued growth.