Exide Industries Ltd (NSE:EXIDEIND)

Q2 2026 Exide Industries Ltd Earnings Call Transcript

Nov 17, 2025 / 06:30 AM GMT

Release Date Price: ₹382.7 (+0.45%)

Transcript

Key Points

Positve

Exide Industries Ltd (BOM:500086) reported a strong cash flow generation with an increase of over 500 crore through efficient working capital management.
The company has successfully passed on the GST rate reduction benefits to consumers, aligning with government goals to reduce consumer burden.
Exide Industries Ltd (BOM:500086) is making significant strides in lithium-ion cell manufacturing, with equipment installation nearing completion and production expected to start by the end of FY26.
The company has shown resilience in a tough macroeconomic environment, maintaining a strong balance sheet with zero debt.
Operational improvements and technology upgrades in manufacturing are yielding positive results, with full potential expected in upcoming quarters.

Negative

The company experienced a modest overall growth of 1.3% during H1, with a significant impact on profitability due to lower production and sales.
Export business continues to be heavily impacted by tariff uncertainties and geopolitical tensions, affecting revenue for the second consecutive quarter.
The solar and home UPS businesses faced a decline in Q2 due to extended monsoon and GST rate changes, impacting overall performance.
Input material cost pressures have not been fully passed on to the market, affecting operating profitability.
The company had to make accruals to comply with new battery waste management regulations, contributing to higher other expenses.

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

EXID.NS - Exide Industries Ltd
Q2 2026 Exide Industries Ltd Earnings Call
Nov 17, 2025 / 06:30AM 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 Excite Industries Q2 FY26 earnings conference call hosted by Investec.

As a reminder, all participant lines will be in the less-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing 0 on your touchstone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Aditya Chawar from Investec.

Thank you and over to you, sir.

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Unidentified_2 [2]
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