Any current/future new fundraising through debt or equity?

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 pre

Any current/future capex/capital investment/strategic investment?

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

Future growth expectations in sales/revenue/volumes?

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 te

Future growth expectations in earnings/operating earnings/profits/EPS?

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

Current/ Expected Orderbook/ Pending Orders?

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 P

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Exicom Tele-Systems LtdQ1 FY25Electrical Equipment

Exicom Tele-Systems Ltd Q1 FY25 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹166Market Cap: ₹1.6K CrSector: Electrical Equipment

Management growth scorecard

Revenue

Category 1

Margin

Category 3

Fundraise

Yes

Order

Yes

Capex

Yes

4 of 5 growth signals are positive — a strong management growth story.

Full analysis

Revenue guidance

Category 1

→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.

Margin guidance

Category 3

→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.

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Fundraise plans

Yes

→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

Yes

→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.

Capex plans

Yes

→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.

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