Q2 2026 Exicom Tele-Systems Ltd Earnings Call Transcript

Nov 10, 2025 / 11:00 AM GMT

Transcript

Key Points

Positve

Exicom Tele-Systems Ltd (NSE:EXICOM) reported a 60% growth in revenue for its Critical Power Business division, driven by new tower installations and a strong order backlog.
The company achieved its highest ever sales of AC chargers, supplying over 20,000 units in the EV charging segment.
Exicom's new facility in Hyderabad is expected to start commercial production in January, enhancing manufacturing capabilities and efficiency.
The company has secured significant orders from large telcos and tower companies for lithium-ion batteries, indicating strong demand.
Exicom is expanding its geographical reach, with increased exports to Africa and Southeast Asia, contributing to 11% of quarterly revenue.

Negative

Consolidated EBITA remains under pressure due to losses from Tritium, which are expected to continue impacting results for several more quarters.
Margins have been constrained due to a shift in product mix, particularly with lower-margin lithium battery sales.
The company's new projects, such as the uncovered village project, are nearing completion, which may impact future revenue streams.
Despite growth in revenue, the consolidated EBITDA is still constrained, particularly when Tritium's performance is included.
The new Hyderabad plant's significant impact on financials is not expected until the next financial year, as it will be in startup mode initially.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

EXIC.NS - Exicom Tele-Systems Ltd
Q2 2026 Exicom Tele-Systems Ltd Earnings Call
Nov 10, 2025 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Exicom Teles System Q2 and H1XY 26 earnings conference call hosted by Monarch Networth Capital Limited.

This conference call may contain forward-looking statements about the company, which are based on the beliefs, opinions and expectations of the company as on the date of this call.

These statements do not guarantee the future performance of the company and may involve risks, uncertainties that are difficult to predict. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you should you need assistance during the conference call, please signal an

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