Exicom Tele-Sys. Q4 FY25 Results & Concall Highlights: Revenue, Margins & Order Book

Published 26 Aug 2026 | Electrical Equipment | Market Cap: ₹2.1K Cr

Exicom expects strong revenue growth in FY 2026 with guidance of 50% growth on standalone basis and 100% growth on consolidated basis. - Significant increase in order book, especially in the Critical Power segment, with over Rs. Guidance for FY '26 projects: - 50% revenue growth on a standalone basis. - 100% revenue growth on a consolidated basis. - Multi-fold growth in EBITDA on standalone basis. - Profitability: - Standalone financials expected to be healthy and profitable. - Consolidated profitability is cautiously optimistic due to ongoing investments in Tritium. - Tritium (EV charging business): - Strategy execution taking longer than expected, but long-term potential remains strong. - New products and cost optimizations expected to drive stronger FY '26 performance. - Critical Power business: - Stable growth of around 8%-10% annually. - Rs.

From Exicom Tele-Sys.'s Q4 FY25 earnings-call transcript · updated 26 Aug 2026.

Price

₹157

Market Cap

₹2.1K Cr

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Exicom Tele-Sys. — Quarterly revenue & net profit

Revenue Net Profit

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹388 Cr, net profit ₹-54 Cr.

Full financials →

📊 Revenue & Sales Performance

→Exicom expects strong revenue growth in FY 2026 with guidance of 50% growth on standalone basis and 100% growth on consolidated basis.
→Significant increase in order book, especially in the Critical Power segment, with over Rs. 1,500 crores to be executed over next 3 years, ensuring robust revenue and profitability.
→New product launches such as Gen 2.0 DC fast charger and portable SPIN Free charger expected to drive sales growth.
→Expansion into global EV charging markets through acquisition of Tritium, with advanced negotiations for large contracts in U.S. and Europe.
→Increased traction from telcos and tower companies in Africa, Southeast Asia, Middle East, and India.
→Growth supported by new revenue streams including installation & commissioning services, digital services, and home chargers via B2C channels.
→Market momentum and product innovation expected to improve market share compared to peers.
→Overall, management remains confident about building a globally competitive business with strong growth potential.

📈 Profitability & Margins

→Guidance for FY '26 projects:
→ - 50% revenue growth on a standalone basis.
→ - 100% revenue growth on a consolidated basis.
→ - Multi-fold growth in EBITDA on standalone basis.
→Profitability:
→ - Standalone financials expected to be healthy and profitable.
→ - Consolidated profitability is cautiously optimistic due to ongoing investments in Tritium.
→Tritium (EV charging business):
→ - Strategy execution taking longer than expected, but long-term potential remains strong.
→ - New products and cost optimizations expected to drive stronger FY '26 performance.
→Critical Power business:
→ - Stable growth of around 8%-10% annually.
→ - Rs. 1,500 crore order book for next 3 years providing revenue visibility.
→Promoters' support:
→ - Rs. 80 crore investment in last financial year reinforcing commitment.
→Overall outlook:
→ - Positive, with expectation of turning profitable and significant growth in earnings over the next year.

🏗️ Capital Expenditure Plans

→Exicom is investing in a new manufacturing plant for EV chargers in Hyderabad, with the revised go-live timeline set for September 2025. The project experienced a 2-3 month delay due to geological challenges and infrastructure issues but remains on track for efficiency and automation focus.
→The promoters infused close to Rs. 80 crores in the last financial year as part of strategic support.
→Shareholders approved an increase in authorized capital by Rs. 25 crores to Rs. 155 crores, and the Board has given in-principle approval to explore fundraising to support investments, especially related to Tritium.
→There is ongoing strategic investment in Tritium, the EV charger acquisition, to strengthen global market presence, including product launches like the Tri-Flex charging platform and battery energy storage systems launched in Q4 fy25.
→Focus on cost optimization and product innovation to improve margins and competitiveness.

💰 Fundraising & Capital Structure

→The company has passed an enabling resolution allowing for fundraising.
→Promoters have already invested close to Rs. 80 crores in the last financial year, showing their commitment.
→The Board has given in-principle approval to explore raising additional funds to support investments, particularly for Tritium.
→Authorized capital has been increased by Rs. 25 crores to Rs. 155 crores to facilitate fundraising.
→The company is considering both debt and equity options to ease out investments and support long-term growth.
→Detailed updates on fundraising activities are expected in upcoming quarterly presentations.

📋 Order Book & Pipeline

→The Critical Power business currently has the highest-ever order book exceeding Rs. 1,500 crores, to be executed over the next 3 years, providing a robust revenue and profitability base.
→The order book has grown nearly 8 times since December 31 (Quarter 3 FY '25).
→Orders include large projects like Bharat Net and several from domestic and export customers (telecom operators, tower companies).
→Bharat Net project orders are substantial, to be executed over three years, with significant volume starting from Q2 FY '26.
→Recent signed frame agreements and orders: large telco in Africa, orders from Philippines and Myanmar, and series orders from biggest tower company in Saudi Arabia.
→The order pipeline includes multiple government and private sector bids, with ongoing advanced stage negotiations for large contracts in the U.S., Europe, and Japan through Tritium (EV charger subsidiary).
→The management remains optimistic about executing these contracts and updating shareholders in upcoming quarterly presentations.

Key Metrics

What Exicom Tele-Sys.'s management said in earlier quarters

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Frequently Asked Questions

What were Exicom Tele-Sys. Q4 FY25 results?

What is Exicom Tele-Sys. share price analysis?

Exicom Tele-Sys. currently shows a neutral. The stock trades at a P/E of N/A with a market cap of ₹2,111 Cr. Investors should review the full earnings analysis for detailed insights.

Is Exicom Tele-Sys. planning capital expenditure?

Exicom is investing in a new manufacturing plant for EV chargers in Hyderabad, with the revised go-live timeline set for September 2025.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.