Exicom Tele-Systems Releases Q1 FY27 Earnings Call Transcript
Exicom Tele-Systems reported Q1 FY27 standalone revenue up 57% YoY to ₹237 crore, with EBITDA doubling to ₹21 crore. Consolidated revenue grew 61% to ₹331 crore, though EBITDA loss narrowed to ₹22.5 crore. Critical Power revenue rose 73% to ₹177 crore, supported by new orders. Tritium bookings doubled to over USD20 million.
The announcement provides a detailed update on financial performance and business segment growth, including specific order wins and future outlook. While positive, it does not involve a major corporate action like a merger or acquisition, hence the MEDIUM impact.
The company reported strong year-on-year revenue growth across its segments and significant improvements in EBITDA, with a narrowed consolidated loss. Positive outlook and robust order book further contribute to the positive sentiment.
Exicom Tele-Systems Limited has released the transcript of its Investors'/Analyst Conference Call held on August 10, 2026. The call was organized to discuss the company's unaudited financial results for the quarter ended June 30, 2026 (Q1 FY27).
During the call, the company reported a standalone revenue growth of 57% year-on-year to ₹237 crores, with EBITDA more than doubling to ₹21 crores, resulting in improved EBITDA margins of 8.8%. On a consolidated basis, revenue grew by 61% to approximately ₹331 crores. However, the consolidated EBITDA loss narrowed from ₹40 crores in the previous year's quarter to ₹22.5 crores in Q1 FY27.
The company highlighted significant growth in its Critical Power segment, with revenue increasing by 73% year-on-year to ₹177 crores. Key wins include a supply agreement with a major tower company and a ₹85 crores DC power systems order from a leading Indian telco. The order book for Critical Power stands at approximately ₹1,000 crores.
In the EV charging business, standalone revenues grew by 15% to ₹61 crores. The company secured 100% share of business for a leading international brand's wallbox chargers and renewed its agreement with a leading truck OEM for portable chargers. Exicom also launched fast chargers with a two-wheeler company and has an order book of nearly ₹200 crores for AC/DC chargers, including exports.
On the Tritium front, bookings surpassed USD20 million in Q1 FY27, doubling from previous quarters, with revenues reaching approximately USD10 million. The company expects Tritium to reach EBITDA breakeven by Q4 FY27, with consolidated breakeven anticipated within the next two quarters.
Management expressed confidence in future growth, driven by new product trials, a strong order book, and favorable industry trends in 5G, energy transition, and EV adoption. The company is focusing on increasing export sales in critical power to about 15% of sales and expanding its EV charging business.
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Exicom Tele-Systems Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it medium impact: worth reading, rarely worth acting on by itself.
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