Input cost inflation and pricing power
Lead prices remain elevated and forex unfavorable; company has not fully passed on cost increases and may face margin pressure.
EXIDEIND / Q2-FY26 / risks
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Exide Industries · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Material risks this quarter
high
GST disruption impact on demand
GST rate cut caused destocking and deferred purchases; recovery in Q3 is expected but not guaranteed.
Lithium-ion cell ramp-up and customer adoption
First production is near, but utilization ramp-up and customer homologation timelines remain uncertain.
EPR compliance costs
New battery waste management regulations led to higher other expenses; ongoing costs may not be fully passable to customers.