Exide Industries

Exide Industries reported Q4 FY26 revenue growth of 9.4% YoYCurrent reported value: 9.4% YoY. No comparable prior figure is available in the source record., driven by strong domestic demand across auto OEM (25%+Current 25%+. Reported change: +25%+ YoY. growth for second consecutive quarter), home UPS, solar (crossed ₹1,000cr), and industrial infrastructure. EBITDA margin expanded 50bps YoY to 11.7%Current reported value: 50bps YoY to 11.7%. No comparable prior figure is available in the source record. despite a ₹150cr commodity cost headwindCurrent reported value: ₹150cr commodity cost headwind. No comparable prior figure is available in the source record., aided by cost controls and warranty reduction. Management guided for high single-digit to double-digit core business growth in FY27, supported by robust OEM and replacement demand. However, geopolitical tensions and commodity inflation (sulfuric acid up 5x YoY) remain key risks. The lithium-ion cell plant is progressing: cylindrical samples to customers in May/June, prismatic trials by June/July, with revenue expected from prismatic lines first. The company plans ₹1,400cr investmentCurrent reported value: ₹1,400cr investment. No comparable prior figure is available in the source record. in FY27 for the cell business.