Exide Inds.
Exide Inds. 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
Medium-term CAGR for the core lead-acid battery business is expected to be mid-to-high single digits to early double digits, similar to the past five years' CAGR of around 11% (+/-1%). Core lead-acid battery business is expected to grow at mid-to-high single-digit to early double-digit CAGR over the next 3-5 years, consistent with past five-year growth (~11% CAGR). - Auto OEM business has recorded 20-25% growth in recent quarters, expected to drive aftermarket growth after 2 years. - EBITDA margin improved by about 50 basis points year-on-year in FY26, showing margin resilience despite commodity cost pressures. - Lithium-ion business is ramping up with Rs.
From Exide Inds.'s Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Medium-term CAGR for the core lead-acid battery business is expected to be mid-to-high single digits to early double digits, similar to the past five years' CAGR of around 11% (+/-1%).
- Automotive OEM business is growing 20-25% and is expected to drive aftermarket growth in 2 years.
- Domestic business sales grew 12.5% YoY in Q4; full-year FY26 domestic growth was about 7.5%.
- Two-wheeler and four-wheeler replacement markets, home UPS, solar, and industrial infrastructure businesses show robust double-digit growth.
- Export revenues expected to recover and grow from a low base as geopolitical tensions ease (Exports ~5% of top line).
2 more points management made on revenue & sales performance
Profitability & Margins
See what Exide Inds. said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Exide Industries has invested approximately Rs. 4,800 crores in its lithium-ion cell manufacturing subsidiary, Exide Energy, to date.
- An additional capital expenditure of Rs. 1,400 crores is approved and planned for FY27, covering both CAPEX and OPEX requirements for Phase-I.
- The total expected investment in the lithium-ion business, including past and planned amounts, is around Rs. 6,200-6,500 crores.
- Investments focus on establishing a 6-gigawatt capacity split evenly between cylindrical (NMC chemistry) and prismatic (LFP chemistry) cells.
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 Inds. said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
2 more points management made on order book & pipeline
Exide Inds. — 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 Industries Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Exide Inds. Q4 FY26 results?
Medium-term CAGR for the core lead-acid battery business is expected to be mid-to-high single digits to early double digits, similar to the past five years' CAGR of around 11% (+/-1%). Core lead-acid battery business is expected to grow at mid-to-high single-digit to early double-digit CAGR over the next 3-5 years, consistent with past five-year growth (~11% CAGR). - Auto OEM business has recorded 20-25% growth in recent quarters, expected to drive aftermarket growth after 2 years. - EBITDA margin improved by about 50 basis points year-on-year in FY26, showing margin resilience despite commodity cost pressures. - Lithium-ion business is ramping up with Rs.
What is Exide Inds. share price analysis?
Exide Inds. currently shows a neutral. 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 Inds. planning capital expenditure?
Exide Industries has invested approximately Rs.
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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.