Exide Industries Releases Q1 FY27 Earnings Call Transcript
Exide Industries reported strong Q1 FY27 results with 17.6% standalone revenue growth and EBITDA up 19.5% to ₹655 crore. The company commenced customer sample deliveries from its NCM cylindrical line at the Bangalore giga factory, with revenue contribution expected soon. Lead-acid business also saw robust growth.
The announcement provides an update on the company's financial performance and significant progress in its strategic lithium-ion battery venture, which has long-term implications for its business.
The company reported strong financial performance with double-digit growth across segments and positive commentary on the progress of its new lithium-ion giga factory.
Exide Industries Limited has released the transcript of its Earnings Call for the first quarter of the fiscal year 2026-27 (Q1 FY27), held on August 3, 2026. This follows the company's earlier submission of the audio recording link on August 3, 2026.
The transcript details the company's performance and outlook discussed by management, including MD & CEO Mr. Avik Roy, Director Finance & CFO Mr. Manoj Kumar Agarwal, and Company Secretary Mr. Jitendra Kumar.
Key highlights from the call include a strong Q1 FY27 performance with double-digit growth across major businesses, leading to a standalone revenue growth of 17.6%. EBITDA stood at ₹655 crore, a 19.5% year-on-year increase, with EBITDA margins expanding by 20 basis points year-on-year to 12.4%. The company reported that its automotive OEM business achieved its third consecutive quarter of 25% growth, while home inverters and solar businesses grew over 20% year-on-year, with solar achieving its highest ever quarterly revenue of over ₹400 crore.
Significant progress was reported on the lithium-ion giga factory in Bangalore. Equipment has been installed, and utilities are operational. The first NCM cylindrical line commenced customer sample deliveries, and the LFP prismatic line has started sample supplies for three-wheeler and telecom applications. Revenue contribution from the Bangalore plant is expected to commence shortly in FY27.
The company also discussed its strategy for the lead-acid battery business, including capacity expansion and debottlenecking to meet anticipated demand from the automotive sector. Discussions regarding a potential co-investment for a customized line with Hyundai for four-wheeler batteries are ongoing.
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