Q4 2025 Exide Industries Ltd Earnings Call Transcript
Key Points
- Exide Industries Ltd (BOM:500086) reported double-digit growth in nearly 75% of its business segments, including mobility, solar, and IUPS.
- The company successfully exported its first batch of advanced AGM batteries for SLI applications to the export market.
- Exide Industries Ltd (BOM:500086) maintained a strong balance sheet with zero debt and high cash flow generation.
- The company is investing in lithium-ion cell manufacturing, with commercial production expected to start within the current fiscal year.
- Exide Industries Ltd (BOM:500086) is implementing cost excellence initiatives and upgrading manufacturing technology, such as transitioning to punch grid technology for two-wheeler manufacturing.
- 25% of Exide Industries Ltd (BOM:500086)'s business experienced a decline in revenues due to weaker demand in auto OEMs, telecom, and home inverters.
- Operating profitability was impacted by high input costs, particularly due to a significant increase in antimony prices.
- The company faced challenges in the home inverter market, which remains soft, although demand is expected to pick up in the next quarter.
- Exide Industries Ltd (BOM:500086) experienced a decline in European industrial battery demand due to the ongoing slowdown and recession in EU markets.
- The company had to write off certain slow and non-moving operating assets, impacting profitability.
Ladies and gentlemen, good day and welcome to the earnings update conference call for Exide Industries Limited, hosted by Investec Capital Services India Private Limited. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Aditya Jhawar from Investec Capital Services India Private Limited. Thank you and over to you, sir.
Yeah, thank you. Good good afternoon to you all. From Exide Industries, we have with us MD and CEO Mr. Avik Roy; Director of Finance and CFO, Mr. Manoj Kumar Agarwal; President and Company Secretary Mr. Jitendra Kumar. Before we proceed, here is a disclaimer for the call. Few statement by company's management in the call will be forward-looking in nature and we request you to refer to the disclaimer and earning presentation for further details. We will start the call with a brief opening remark from the management followed by Q&A session.
I would now like to hand over the call to Mr.
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
