Exide Industries Ltd
Exide Industries Q1 FY27 earnings call: Revenue & Margins
Q1 FY27 earnings call: what management guided on revenue, margins and order book.
What the Q1 FY27 call signalled
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The short version
Revenue growth of 15%-16% for full year FY27 looks achievable, supported by a favorable base and strong demand in core businesses. The company refrains from giving exact revenue or earnings forecasts due to market uncertainties and base effects in automotive OEM.
From Exide Industries Ltd's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.
Revenue & Sales Performance
- Revenue growth of 15%-16% for full year FY27 looks achievable, supported by a favorable base and strong demand in core businesses.
- Lithium-ion plant utilization expected to reach 25%-30% in first year (FY27), with growth tied to 2-wheeler, 3-wheeler, telecom, and stationary storage markets.
- Potential capacity expansion from 6 GWh to 12 GWh in next few years aligned with demand growth.
- Lead acid battery volumes seeing double-digit growth in multiple segments (4-wheeler replacement 10%, 4-wheeler OEM 21%, 2-wheeler OEM 20%).
- Aftermarket retrofit market for 3-wheelers (75% of demand) offers fast growth due to existing lead acid battery network transitioning to lithium-ion.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Exide Industries Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Approved capex of INR 1,400 crores for FY27, with INR 100 crores already spent in July; remainder planned for upcoming months.
- Total planned investment around INR 7,000 crores for 12 GWh lithium-ion capacity, subject to slight changes due to currency fluctuations.
- Phase 1 capex heavy on land, utilities, and infrastructure for 12 GWh capacity; Phase 2 will focus mainly on production machinery with lower capex.
- Annual core lead-acid business capex around INR 500 crores for capacity expansion, debottlenecking, automation, and technology upgrades.
- Exploring co-investment with Hyundai for a customized lithium cell line, with progress ongoing but delayed.
2 more points management made on capital expenditure plans
Top-ranked in Auto Components
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 Exide Industries Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- No specific details about current or expected order book or pending orders were disclosed in the transcript.
- For lithium-ion batteries, Exide has supplied samples to major OEMs (covering about 80%-85% of the Indian EV market) who are currently in the homologation process; serial production approvals are awaited.
- Discussions with 4-wheeler OEMs have begun, with some major players showing interest, but commercial supply is expected after commissioning the fourth production line.
- For BESS (battery energy storage systems), demand exists with project-based tenders expected to have lower start-up times than OEM segments.
2 more points management made on order book & pipeline
Exide Industries Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹4.7K Cr, net profit ₹217 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Exide Inds.'s management said in earlier quarters
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Frequently Asked Questions
What were Exide Industries Ltd Q1 FY27 results?
Revenue growth of 15%-16% for full year FY27 looks achievable, supported by a favorable base and strong demand in core businesses. The company refrains from giving exact revenue or earnings forecasts due to market uncertainties and base effects in automotive OEM.
What is Exide Industries Ltd share price analysis?
Exide Industries Ltd currently shows a below-average growth signal. The stock trades at a P/E of 41.6 with a market cap of ₹39,066 Cr. Investors should review the full earnings analysis for detailed insights.
Is Exide Industries Ltd planning capital expenditure?
Approved capex of INR 1,400 crores for FY27, with INR 100 crores already spent in July; remainder planned for upcoming months.
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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.