Exicom Tele-Systems Ltd
Exicom Tele-Systems Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Continued revenue growth expected over the next 10-11 quarters as projects mature (e.g., RVNL start-up phase ongoing). Standalone EBITDA and profitability expected to sustain growth in coming quarters, supported by sharper product mix, higher exports, and new Hyderabad facility ramp-up starting January 2026.
From Exicom Tele-Systems Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- Continued revenue growth expected over the next 10-11 quarters as projects mature (e.g., RVNL start-up phase ongoing).
- Strong order backlog of over INR1,400 crores supports sustained growth.
- Expansion in data center lithium-ion battery sales with gradual increase each quarter, though telecom remains primary market.
- New Hyderabad plant to start commercial production from January; meaningful revenue impact expected next financial year.
- Tritium's focus on U.S., U.K., and Europe markets with advanced pipeline promising order conversion in next 3 months.
- EV charger sales growing, including significant launches from OEMs and expansion into defense and trucking segments.
- Export markets (Africa, SE Asia) revenue growing; new geographies explored.
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Profitability & Margins
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Capital Expenditure Plans
- Hyderabad plant: Trial production started recently; commercial production to begin January 2026. Significant capacity expansion expected, with meaningful benefits likely from next financial year onwards.
- Hyderabad facility designed to manufacture products for both Exicom and Tritium, with potential future utilization for Tritium's final products as volumes grow.
- R&D investment: Planned INR 20 crores for the financial year to develop new products and advance technology.
- Utilization of IPO funds: Most funds utilized per plan; INR 17.29 crores remaining for Hyderabad plant expenditure.
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Top-ranked in Electrical Equipment
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- Exicom Tele Systems ended Q2 with a strong order backlog of more than INR 1,400 crores.
- Key ongoing projects include BharatNet and multiple large system integrators in Critical Power.
- BharatNet is a 30-month project starting from Q1 FY26 with deliveries underway and expected to continue till at least 2026.
- Continuous order flow is expected from large telcos, tower companies, and new electric utility sectors.
- Advanced pipeline of orders expected to convert into revenue in the EV charging segment, including fleet charging opportunities for Tritium.
- Multiple bids and tenders under evaluation in broadband connectivity, rural connectivity, and telecom expansion projects amounting to about INR 700 crores in Critical Power.
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Exicom Tele-Systems Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹388 Cr, net loss ₹54 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Exicom Tele-Systems Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Exicom Tele-Systems Ltd Q2 FY26 results?
Continued revenue growth expected over the next 10-11 quarters as projects mature (e.g., RVNL start-up phase ongoing). Standalone EBITDA and profitability expected to sustain growth in coming quarters, supported by sharper product mix, higher exports, and new Hyderabad facility ramp-up starting January 2026.
What is Exicom Tele-Systems Ltd share price analysis?
Exicom Tele-Systems Ltd currently shows a neutral. The stock trades at a P/E of N/A with a market cap of ₹2,003 Cr. Investors should review the full earnings analysis for detailed insights.
Is Exicom Tele-Systems Ltd planning capital expenditure?
Hyderabad plant: Trial production started recently; commercial production to begin January 2026.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.