Exide Industries Ltd
Exide Industries Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #46 of 66 in Auto Components
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The short version
Exide expects core business growth in high single digits to early double digits due to market opportunities. The core lead acid business is expected to grow at a very high single-digit to early double-digit rate, with 92% of the business already growing at about 12%.
From Exide Industries Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Exide expects core business growth in high single digits to early double digits due to market opportunities.
- 92% of business grew about 12% in the recent quarter; focus is on improving the remaining 8% for double-digit growth.
- Aftermarket and OEM segments show strong demand trends; aftermarket grew 25% in Q3.
- Industrial and infra businesses (excluding telecom) deliver double-digit growth; railways, industrial UPS, and data center segments performing well.
- Solar segment revenue is 4-5%, showing recovery after previous softness.
- Export business is expected to grow robustly next year due to a low base and new market partnerships.
2 more points from Exide Industries Ltd's call on revenue
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Profitability & Margins
See what Exide Industries Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Exide Industries plans significant capital allocation towards:
- Manufacturing technology upgrades to achieve cost competitiveness and quality improvement (completed Phase 1; Phase 2 ongoing).
- Factory automation investments over the past 2-3 years to enhance productivity.
- Lithium-ion cell manufacturing project (future-ready initiative), with total equity investment in Exide Energy surpassing INR 4,252 crores.
- The Board approved infusion of INR 1,400 crores equity for Exide Energy in the full fiscal year to support commissioning, capex, and working capital needs.
2 more points from Exide Industries Ltd's call on capex
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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
2 more points from Exide Industries Ltd's call on order book
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Exide Industries Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): 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 Industries Ltd's management said in earlier quarters
Others in Auto Components this season
- The Hi-Tech Gears Ltd (Q3 FY26)
Q3-FY26 Consolidated Operational Revenue: INR 2,235 Mn, up 9.0% YoY (Page 13, 16) . Key investor presentation takeaways from The Hi-Tech Gears Ltd's Q3 FY26 inv
- Rane (Madras) Ltd (Q3 FY26)
Consolidated Revenue Q3 FY26:** Rs 1,019.1 Cr, up 21.3% YoY (Page 12) . Key investor presentation takeaways from Rane (Madras) Ltd's Q3 FY26 investor presentati
- Pritika Auto Industries Ltd (Q3 FY26)
Q3 FY26 consolidated net revenue: ₹113.43 crore, up 40.64% YoY from ₹80.65 crore in Q3 FY25. Key investor presentation takeaways from Pritika Auto Industries Lt
- Tolins Tyres (Q3 FY26)
93.29 Cr, up 33.8% YoY from Rs. Key investor presentation takeaways from Tolins Tyres Ltd's Q3 FY26 investor presentation — and how it ranks against sector peer
Potential multibaggers · Q2 FY27
Potential multibaggers in Auto Components
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Exide Industries Ltd Q3 FY26 results?
Exide expects core business growth in high single digits to early double digits due to market opportunities. The core lead acid business is expected to grow at a very high single-digit to early double-digit rate, with 92% of the business already growing at about 12%.
What is Exide Industries Ltd share price analysis?
Exide Industries Ltd currently shows a neutral. The stock trades at a P/E of 43.1 with a market cap of ₹40,468 Cr. Investors should review the full earnings analysis for detailed insights.
Is Exide Industries Ltd planning capital expenditure?
Exide Industries plans significant capital allocation towards: - Manufacturing technology upgrades to achieve cost competitiveness and quality improvement (completed Phase 1; Phase 2 ongoing).
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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.