Sustained weakness in auto OEM demand
Auto OEM segment declined sharply in Q2 due to high channel inventories; recovery depends on festive season sales sustaining.
EXIDEIND / Q2-FY25 / risks
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Exide Industries · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
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Telecom technology shift to lithium-ion
Telecom demand is shifting from lead-acid to lithium-ion, which could structurally reduce lead-acid battery sales in this segment.
Lithium-ion cell pricing pressure
Global lithium prices are volatile and under pressure from Chinese oversupply, potentially impacting profitability of the new cell business.
Other expense growth outpacing revenue
Other expenses grew 11% YoY in Q2, exceeding revenue growth, partly due to fixed-cost under-absorption; may persist if top-line remains weak.