Exide Industries Q3 FY26 Results: Revenue Up 4.7%, Board Approves Rs. 1,400 Cr Investment in EESL
Exide Industries reported Q3 FY26 standalone revenue of ₹4,030 Crore, up 4.7% YoY. PBT was ₹352 Crore and PAT was ₹258 Crore. The Board approved a further investment of up to ₹1,400 Crore in its subsidiary, Exide Energy Solutions Limited, for a lithium-ion cell manufacturing facility. Auto OEM and replacement businesses showed strong growth.
The announcement includes financial results and a substantial investment in a future-oriented manufacturing facility, which will have a significant impact on the company's growth and market position.
The company reported revenue growth, improved profitability, and announced a significant investment in a strategic subsidiary, indicating positive business momentum.
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 fiscal year 2026, the company reported standalone revenues of ₹4,030 Crore, marking a 4.7% increase year-on-year. Profit Before Tax (PBT) before exceptional items stood at ₹352 Crore, a rise from ₹325 Crore in the corresponding quarter of the previous year. Net Profit After Tax (PAT) was ₹258 Crore, up from ₹245 Crore.
The company also decided to further invest 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 a 25%+ year-on-year growth in the Auto OEM business and strong double-digit growth in the 2W/4W replacement business and Industrial Infra business (excluding Telecom). The company maintained an EBITDA margin of 11.7% despite raw material price pressures, benefiting from cost excellence projects. The liquidity position remains comfortable with zero debt.
Commenting on the performance, Mr. Avik Roy, MD & CEO, noted the strong recovery in Q3 FY26 revenues, capitalizing on automotive sector growth driven by GST 2.0 reforms. He highlighted the favorable macroeconomic conditions in India but also pointed to cost pressures from rising metal prices and currency depreciation. The company continues to focus on profitable growth, sales mix, innovative products, and cost efficiencies. Installation and commissioning work for the lithium-ion cell manufacturing project is progressing well, with product validation trials commencing.
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