Raw material cost inflation
Rising prices of tin, silver, sulfur, and copper, along with rupee depreciation, continue to pressure margins. Management has only partially passed on costs via a 2% price hike in January.
EXIDEIND / Q3-FY26 / 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
high
Lithium-ion pricing vs imports
Pricing negotiations with OEMs are bilateral; import parity remains a challenge. Management acknowledged that import prices are a reference point, though local supply offers value.
Senior-level exits in lithium business
Recent senior exits in Exide Energy Solutions could impact operations. Management downplayed the risk, stating exits were planned and successors were ready.
Telecom business decline
Telecom revenue has shrunk to 1% of total as the industry shifts to lithium-ion. This structural decline is largely bottomed out but still a drag.