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Tridium Cash Burn and Funding Needs
View Risks →Exicom Tele-Systems Ltd — Q3 FY26
Exicom delivered a strong Q3 FY26 with standalone revenue of ₹233 crore, up 58% YoY, driven by a 104% surge in critical power revenues from Bharat Net and large telecom orders.
bullish
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Exicom delivered a strong Q3 FY26 with standalone revenue of ₹233 crore, up 58% YoY, driven by a 104% surge in critical power revenues from Bharat Net and large telecom orders. EBITDA stood at ₹16.1 crore, while PAT was ₹3.5 crore. The critical power order book is robust at ₹1,400 crore, executable over 24 months. EV charging grew 4% YoY to ₹70 crore. The key highlight is Tridium's turnaround: Q4 FY26 revenue is estimated at $10 million (2.4x Q3), with a $30 million order from a Fortune 50 customer. Management targets Tridium EBITDA breakeven by Q4 FY27. Risks include Tridium's cash burn and margin pressure from product mix shift toward batteries.
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Critical Power Order Book
₹1,400 Cr
+100% YoY
Robust order book executable over 24-30 months, driven by telecom capex cycle.
Tridium Q4 FY26 Revenue Estimate
$10M
+140% QoQ
First double-digit million dollar quarter since acquisition, marking growth phase entry.
Tridium Large Customer Order
$30M
New
Firm PO and forecast from Fortune 50 US customer for high-speed DC chargers.
Export Revenue Share Target
20%
+10pp YoY
Target for FY27, up from 10% currently, focusing on Africa and SE Asia.
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Guidance and risk preview
Management targets critical power business to become close to ₹1,000 crore in FY27, driven by telecom capex cycle.
Tridium's high cost structure continues to weigh on consolidated profitability; $10M equity infusion secured but further dilution possible.
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