EXIDEIND NSE filing

Exide Industries Presents Q1 FY27 Investor Presentation, Highlighting Growth & New Energy Business

The RealCase readHigh impact Positive

Exide Industries reported Q1 FY27 revenue of ₹5,305 crore, a 17.6% YoY increase. EBITDA rose 19.5% to ₹655 crore, and PAT increased 26.4% to ₹407 crore. The company is investing Rs. 4,902 crore in its new energy business for advanced battery manufacturing. Revenue from the gigafactory is expected in FY27.

Why it matters

The investor presentation covers comprehensive financial performance, strategic investments in new energy, and growth drivers, providing significant insights for investors about the company's current standing and future prospects.

The market read

The company reported strong year-on-year growth in revenue, EBITDA, and PAT. Significant investments in the new energy business and a positive outlook for core segments indicate a strong future performance.

Exide Industries Limited has submitted an investor presentation for the first quarter of the fiscal year 2026-27 (Q1 FY27), following their earnings call scheduled for August 3, 2026. The presentation details the company's performance, strategic initiatives, and future outlook.

The company highlights its strong legacy of 79 years, a robust manufacturing base with 16 plants (including subsidiaries Exide Energy Solutions Limited and Chloride Metals Limited), and a diverse product portfolio spanning 2.5Ah to 20,200Ah. Exide emphasizes its financial resilience with a zero-debt balance sheet and strong liquidity, backed by ICRA AAA/Stable and A1+ ratings.

Strategic enablers include a strong network of over 120,000 touchpoints, integrated manufacturing, a multi-application portfolio, and continuous innovation. The company is expanding its network reach, with over 18,000 villages covered and enhanced service offerings like 'Batmobile' doorstep service. OEM relationships with over 75 leading automotive manufacturers provide demand visibility.

Exide is significantly investing in its New Energy Business, with Rs. 4,902 crore invested to date in advanced chemistry cell manufacturing at its Bengaluru facility and packs & modules manufacturing at Prantij, Gujarat. Revenue generation from the gigafactory is expected in FY27. The company produces Lithium Iron Phosphate (LFP) and Nickel Manganese Cobalt (NMC) cells in cylindrical and prismatic formats.

In its core business, Exide is innovating across mobility solutions (including EFB and AGM batteries), industrial and energy storage, and specialized applications. The company has a strong R&D center with 50 years of experience and global technical collaborations. The presentation also details business presence across replacement markets, solar solutions, home inverters, industrial applications, and automotive OEM segments, serving over 70 countries.

Growth is expected to be driven by favorable automotive expansion trends, solar power adoption (supported by government initiatives like 'PM Surya Ghar'), and strong infrastructure capex. The company is also focusing on new product launches, marketing campaigns, and expanding rural and service touchpoints through digital transformation initiatives.

Financially, for Q1 FY27, Exide reported a revenue of ₹5,305 crore, a 17.6% increase year-on-year. EBITDA stood at ₹655 crore, up 19.5%, with a margin of 12.4%. Profit Before Tax (PBT) was ₹543 crore, up 27.1%, and Profit After Tax (PAT) was ₹407 crore, up 26.4%. The company also highlighted its commitment to sustainability, corporate social responsibility, and strong governance practices, including a consistent dividend payout.

Filing to action

What to do with a filing like this

Exide Industries Limited filed this with the NSE as a statutory disclosure, categorised under investor presentation. 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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Primary source

A plain-language summary of a public exchange filing by Exide Industries Limited. Read the original for the full detail.

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