Q4 2026 Exicom Tele-Systems Ltd Earnings Call Transcript
Key Points
- Exicom Tele-Systems Ltd (NSE:EXICOM) achieved a significant milestone by turning EBITDA positive on a consolidated basis for the first time since acquiring Tritium.
- The company reported a strong revenue growth of 46% year-on-year on a consolidated basis, with the EVSE business growing 83% year-on-year.
- Exicom's Critical Power business saw a sequential revenue growth of 18% and a year-on-year growth of 23%, driven by strategic projects and a robust order book.
- The newly operational Hyderabad plant enhances production capacity, supporting future growth, particularly in the EVSE segment.
- Exicom's global footprint and strategic partnerships, including a strong presence in the EV charging market, position it well for future expansion and revenue growth.
- The company faced a slight degrowth in the number of new telecom towers installed, impacting the Critical Power business.
- Consolidated EBITDA remains negative for the full year, primarily due to Tritium's fixed cost absorption.
- Exicom's balance sheet shows a temporary buildup in inventory due to the transition between the Hyderabad and Gurugram plants.
- The company is heavily dependent on imports for its BESS segment, facing risks from commodity price fluctuations and exchange rates.
- Despite positive momentum, geopolitical headwinds and supply chain constraints pose challenges to sustaining growth.
Ladies and gentlemen, good day, and welcome to the Exicom Tele-Systems Q4 FY26 earnings conference call hosted by Monarch Networth Capital Limited.
(Operator Instructions)
Please note that this conference is being recorded. This conference may contain certain 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 are not guarantees of future performance and may involve risks and uncertainties that are difficult to predict.
I now hand the conference over to Mr. Rahul Dani from Monarch Networth Capital. Thank you, and over to you, sir.
Yes. Thank you, Darwin. Good afternoon, everyone. On behalf of Monarch Networth Capital, it's my pleasure to host the senior management of Exicom Tele-Systems. We have with us Mr. Anant Nahata, Managing Director and CEO of the company; and we have Mr. Shiraz Khanna, CFO of the company. We will start the opening call with remarks from the
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