Exicom Tele-Systems Releases Q4 FY26 Earnings Call Transcript, Highlights Growth and Strategic Initiatives
Exicom Tele-Systems reported Q4 FY26 results with consolidated revenue at ₹388 crores, up 46% YoY. Consolidated EBITDA turned positive at ₹30 lakhs for the first time post-Tritium acquisition. Standalone revenue grew 33% YoY to ₹282 crores, with EBITDA at ₹29.9 crores, up 148% YoY. The company anticipates ₹850 crores revenue potential in FY28 from new product launches.
The announcement details a significant financial turnaround with consolidated EBITDA turning positive and strong revenue growth across key business segments. The outlook for new product launches and their revenue potential also indicates a substantial positive impact on the company's future performance.
The company reported positive financial results, including significant year-on-year revenue growth, improved EBITDA margins, and a consolidated EBITDA breakeven for the first time since a key acquisition. Management expressed confidence in future growth prospects driven by new products and market trends.
Exicom Tele-Systems Limited has released the transcript of its Investors'/Analyst Conference Call held on May 19, 2026, to discuss the Audited Financial Results for the fourth quarter and financial year ended March 31, 2026. The call, which included management from Exicom and Monarch Networth Capital, detailed the company's performance and future outlook.
During the call, Anant Nahata, Managing Director & CEO, highlighted the strong revenue growth in Q4 FY26, with both Indian and global businesses contributing. He noted that the consolidated business achieved EBITDA breakeven for the first time since the acquisition of Tritium, an EV charging company. Key drivers for growth include increasing fuel prices, energy security concerns, and the surge in electric mobility. The Critical Power business saw demand driven by rising data traffic and the need for off-grid solutions in telecom infrastructure. Exicom's Critical Power division reported standalone revenue of ₹194 crores and consolidated revenue of ₹198 crores in Q4, with an order book of ₹1,000 crores as of March 31, 2026. The company also reported its highest ever sales and order booking in exports for this segment, amounting to approximately ₹30 crores each in Q4.
The EV Charger business, a newer vertical, also showed significant growth. Exicom achieved its highest quarterly revenue in EV charging at ₹88 crores in Q4 FY26, along with the highest number of DC chargers sold and sites executed under Exicom One. The company deployed its first liquid-cool charger and an AI-based remote management platform for DC charger O&M. Tritium, the US-based subsidiary, reported $10 million in revenue for Q4 FY26 with a 30% reduction in EBITDA losses compared to the previous quarter, and is on track for EBITDA breakeven in Q4 FY27. The company expects significant revenue potential of approximately ₹850 crores in FY28 from three new product launches.
Shiraz Khanna, CFO, elaborated on the financial performance, stating that standalone revenue for Q4 FY26 was ₹282 crores, a 33% year-on-year growth, with Critical Power growing 23% and EVSE growing 60%. Standalone EBITDA stood at ₹29.9 crores, a 148% year-on-year increase. On a consolidated basis, Q4 revenue was ₹388 crores, up 46% year-on-year, with consolidated EBITDA turning positive at ₹30 lakhs. For the full year FY26, standalone revenue was ₹895 crores (up 19%) and EBITDA was ₹70 crores (up 77%). Consolidated revenue stood at ₹1,152 crores (up 33%), with consolidated EBITDA at ₹103 crores negative.
The company also discussed the operational aspects, including the new Hyderabad plant becoming operational in Q4, which is expected to support future growth, particularly in EVSE. They also addressed near-term working capital dynamics, including a temporary inventory build-up due to the plant transition and receivables increase driven by revenue ramp-up. The balance sheet liquidity remains strong. Management expressed confidence in carrying forward the momentum despite geopolitical headwinds and supply chain constraints, with a firm footing on the demand side to deliver strong revenues.
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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 high impact, which is the band that most often changes something.
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