Exicom Tele-Sys.
Exicom Tele-Sys. Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Tritium’s revenues expected to scale nearly 3x in FY '27 with EBITDA losses reducing by 25%, aiming for EBITDA breakeven by Q4 FY '27. Exicom expects strong revenue growth driven by increased domestic business and scaling of Tritium, targeting a 2x increase in revenues and profitability compared to previous quarters.
From Exicom Tele-Sys.'s Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Tritium’s revenues expected to scale nearly 3x in FY '27 with EBITDA losses reducing by 25%, aiming for EBITDA breakeven by Q4 FY '27.
- Strong pipeline from three new Tritium products launching in May-July, potentially unlocking $30-35 million revenue in FY '28 from one inverter product alone.
- Standalone EVSE business growing rapidly: Q4 FY '26 saw 60% YoY growth; full year EVSE growth at 40% standalone, 72% consolidated.
- Hyderabad plant operational from Q4 FY '26, enabling scale-up and supporting next phase of demand in FY '27.
- Battery Energy Storage System (BESS) segment targeted to grow to 30% of Critical Power business over next 2-3 years, scaling from pilot projects to INR 50 crores+ in FY '27.
- Export sales strong with a goal to increase export share of Critical Power revenues from 10% to 20% in FY '27.
- Overall, strong upward trajectory anticipated despite geopolitical and supply chain challenges.
Profitability & Margins
See what Exicom Tele-Sys. said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Hyderabad Plant: Newly inaugurated in early March and fully operational in Q4 FY'26; represents a state-of-the-art facility built on Industry 4.0 principles aimed at supporting next phase of growth in EVSE and scaling efficiently.
- Majority of production is planned to be shifted from Gurgaon plant to Hyderabad over the next 2-3 months to increase operational synergy and efficiency.
- Investment in product innovation with three new Tritium products launching in May-July, including TRI-FLEX inverter targeting data centers and DC microgrids, unlocking $30-$35 million revenue opportunity in FY'28.
- Strategic order for Tritium triggered a 2x scale-up in revenues and profitability, supporting future growth momentum.
- Internal target to scale Battery Energy Storage System (BESS) business from pilot to INR 50 crores in FY'27, expecting growth with local cell manufacturing starting next year.
- Marketing activities include large factory opening event attended by 100+ customers, enhancing customer engagement and order conversion.
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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
See what Exicom Tele-Sys. said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- As of March 31, 2026, Exicom has an order book of approximately INR 1,000 crores.
- There are additional high-level opportunities valued around INR 400 crores that the company is actively competing for, aside from the existing order book.
- In Q4 FY '26, Exicom secured a large DC power system order worth over INR 100 crores with a leading Indian telecom company, currently under execution.
- The company experienced its highest-ever exports sales and order booking of about INR 30 crores each in Q4, representing 15% of Critical Power revenues, aiming to increase exports to 20% of FY '27 revenues.
- Exicom is progressing from pilot-stage BESS (Battery Energy Storage System) projects with a target to scale BESS business to over INR 50 crores in the current financial year.
- Tritium's order booking was $10 million in Q4, with a pipeline supporting expected 3x revenue growth and EBITDA breakeven by Q4 FY '27.
Exicom Tele-Sys. — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: 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-Sys. Q4 FY26 results?
Tritium’s revenues expected to scale nearly 3x in FY '27 with EBITDA losses reducing by 25%, aiming for EBITDA breakeven by Q4 FY '27. Exicom expects strong revenue growth driven by increased domestic business and scaling of Tritium, targeting a 2x increase in revenues and profitability compared to previous quarters.
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?
Hyderabad Plant: Newly inaugurated in early March and fully operational in Q4 FY'26; represents a state-of-the-art facility built on Industry 4.0 principles aimed at supporting next phase of growth in EVSE and scaling efficiently.
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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.