Exicom Tele-Systems Releases Q3 FY26 Earnings Call Transcript
Exicom Tele-Systems reported Q3 FY26 standalone revenue of ₹234 crore and EBITDA of ₹16 crore. Critical Power revenue surged nearly 100% YoY to ₹164 crore, with an order book of ₹1,400 crore. Tritium's Q4 FY26 revenue is projected at $10 million, aiming for EBITDA breakeven by Q4 FY27. The company utilized its IPO funds and rights issue funds.
The announcement provides a detailed update on financial performance, business segment growth, subsidiary turnaround strategy, and future outlook, including key orders and financial targets. This information is material for investors and stakeholders.
The company is showing strong growth in its Critical Power segment, positive developments in its EV Charging business, and significant progress in turning around its subsidiary Tritium, with clear targets for revenue growth and EBITDA breakeven. The utilization of funds and expansion of facilities also contribute to a positive outlook.
Exicom Tele-Systems Limited has released the transcript of its Investors’ Conference Call held on February 13, 2026. The call was organized to discuss the Un-audited Financial Results for the third quarter and nine months ended December 31, 2025, for FY 2025-26. These results were approved by the Audit Committee and the Board of Directors on February 13, 2026. The transcript is also available on the company's website.
During the call, the management highlighted a stable Q3 FY26 with standalone revenue at ₹234 crore, EBITDA of ₹16 crore, and PAT of ₹3.5 crore. The Critical Power business saw a significant jump in revenues, with standalone revenue at ₹164 crore, a nearly 100% increase year-on-year, and consolidated revenue up by 98%. The open order position for Critical Power is strong at over ₹1,400 crore, to be delivered over the next 24-30 months. The company is also supplying products for the BharatNet project and has secured a large purchase order for DC power systems. The Battery Energy Storage business secured initial orders of about ₹10 crore.
For the EV Charging business, standalone revenue grew by 4% to ₹70 crore in Q3 FY26. The company launched the Exicom One offering and installed the first Tritium charger in India. Export focus in EV chargers led to US certification for spin AC chargers, with discussions initiated for exports to the Middle East.
On the subsidiary Tritium, the management stated that the stabilization phase is over, and it is entering the growth phase. Q4 FY26 revenue is estimated to be the first double-digit million-dollar revenue quarter since acquisition, projected at $10 million, which is nearly 2.4 times Q3 revenue. This is expected to halve EBITDA losses in Tritium. Tritium also secured a $30 million order/forecast for high-speed DC EV chargers from a Fortune 50 US customer, with deliveries starting in January 2026. The new TRI-FLEX product is set to start production in March 2026. Tritium secured $10 million in equity capital from a UK-based PE firm, with further discussions for minority stakes ongoing. The management expects EBITDA breakeven for Tritium in Q4 FY27.
Financially, standalone revenue for the 9 months ended December 2025 was ₹612 crore, a 14% increase year-on-year. Consolidated revenue for the 9 months was ₹764 crore, a 27% increase year-on-year. The company has substantially utilized its IPO funds and rights issue funds as planned. The Hyderabad plant is expected to be fully functional by March 2026.
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