Exide Industries
Other · 5 quarters tracked · source-linked performance and management context.
Latest revenue
₹4,735 Cr
verified financial record
Quarters tracked
5
source records in the directory
Delivery assessment
0
Across 6 tracked commitments: 0 delivered, 6 missed.
Call date
2026-04-30
latest available source date
Signal trajectory
5 actual quartersCurrent read
0/100
Across 6 tracked commitments: 0 delivered, 6 missed.
Latest source read
What changed this quarter?
Exide Industries reported Q4 FY26 revenue growth of 9.4% YoY, driven by strong domestic demand across auto OEM (25%+ growth for second consecutive quarter), home UPS, solar (crossed INR 1,000 crore full-year), and replacement markets. EBITDA margin held at 11.7% sequentially, expanding 50 bps YoY, despite a 90 bps gross margin compression from commodity inflation (sulfur prices surged 5x YoY). Management guided for high single-digit to double-digit core business growth in FY27, supported by price hikes (5-6% in aftermarket, 3% in April) and low base for exports/telecom. The lithium-ion cell plant is progressing: cylindrical samples to customers this month, prismatic trials by June-July. Key risk: sustained non-lead commodity inflation (sulfuric acid, plastics) could pressure margins if price pass-through lags.
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Signal
Positive
Revenue
₹4,735 Cr
Source date
2026-04-30
Across the record
Quarter history.
History modules