EXIDE INDUSTRIES LTD

Exide Industries Limited held its Q1 FY27 earnings conference call on August 3, 2026, where management discussed the supportive demand environment in India, driven by improved consumer sentiment and affordability. The company reported a standalone revenue growth of 17.6% and an EBITDA increase of 19.5%, with all major business segments showing double-digit growth. Management highlighted challenges from elevated input costs due to currency fluctuations and global disruptions. The lithium-ion giga factory in Bangalore has made progress, with equipment installed and initial customer sample deliveries commenced. Management noted that the automotive OEM business experienced significant growth, while the inverter battery segment benefited from peak summer demand. The company remains debt-free and continues to generate healthy cash flows. Management also mentioned ongoing discussions with major OEMs for future collaborations in the lithium-ion space. The earnings call concluded with a Q&A session addressing various operational and market-related queries.

Management emphasized strong performance and growth across multiple business segments.