Exide Industries Q3 FY26 Results: Revenue Up 4.7%, Board Approves ₹1,400 Crore Investment in EESL
Exide Industries reported Q3 FY26 standalone revenue of ₹4,030 crore, up 4.7% YoY. PBT before exceptional items grew 5.6% to ₹352 crore. The Board approved further investment of up to ₹1,400 crore in its subsidiary EESL for a lithium-ion cell manufacturing facility. Auto OEM and replacement businesses showed strong double-digit growth.
The approval of a ₹1,400 crore investment in a key subsidiary for a large-scale manufacturing facility, coupled with positive financial results and strong growth in core segments, has a significant impact on the company's future prospects.
The company reported year-on-year revenue growth, improved EBITDA margins, and a significant investment approval for a future-oriented project, indicating positive business performance and strategic expansion.
Exide Industries Limited announced its unaudited financial results for the quarter and nine months ended December 31, 2025. The Board of Directors, in its meeting held on January 30, 2026, approved these results.
For the third quarter of FY26, the company reported standalone revenues of ₹4,030 crore, a year-on-year increase of 4.7%. Profit Before Tax (PBT) before exceptional items stood at ₹352 crore, showing a growth of 5.6% year-on-year. The company's EBITDA margin was maintained at 11.7% despite raw material price pressures, attributed to strong volume growth and an improved product mix.
The Board also approved a further investment of up to ₹1,400 crore in its wholly-owned subsidiary, Exide Energy Solutions Limited (EESL), for setting up a greenfield multi-gigawatt Lithium-ion cell manufacturing facility. This investment will be made in one or more tranches.
Key business highlights for Q3 FY26 include strong growth in the automotive OEM business (up 25%+) and the 2W/4W replacement business, which achieved its highest ever quarterly revenue. The Industrial Infra business also showed double-digit growth. The company maintained a comfortable liquidity position with zero debt and strong cash flow generation.
Mr. Avik Roy, MD & CEO, commented that Q3 FY26 revenues showed a strong recovery, capitalizing on the automotive sector's growth post-GST 2.0 reforms. He noted favorable macroeconomic conditions in India but acknowledged cost pressures from raw materials and currency depreciation. The company's priority remains managing profitable growth and preserving cash. He expressed confidence in the continued strong growth momentum for auto replacement and OEM businesses into Q4.
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