Exide Industries Limited · NSE:EXIDEIND
Exide Industries — Q3 FY2026 Earnings Presentation
31 slides from Exide Industries's earnings presentation, Feb 2, 2026
Slide 1: Cover letter to stock exchanges: Investor Meet Presentation
GIXIDE Ref no.: EIL/SEC/2025-26/67 02 nd February 2026 The Secretary The Secretary The Calcutta Stock Exchange Limited BSE Limited 7 Lyons Range Phiroze Jeejeebhoy Towers Kolkata - 700 00 I Dalal Street, Mumbai - 400 00 I CSE Scrip Code: 15060 & 10015060 BSE Scrip Code: 500086 The Secretary - Nation
Slide 2: Investor Presentation, Exide Industries Limited, February 2026
Investor Presentation Exide Industries Limited February 2026 1
Slide 3: Agenda
AGENDA 1 2 3 4 5 New Business: Sustainability Business Strategic Financial Green Initiatives & Overview Initiatives Highlights Technology CSR Solutions 2
Slide 4: Business Overview
Business Overview 33
Slide 5: India moves on Exide
India moves on Exide Long-term rating: Legacy of 75+ years of ICRA AAA/Stable operations in India Short-term rating: ICRA A1+ Diversified product portfolio, with batteries from 2.5Ah to Debt-free company 20,200Ah Exide Listed on stock exchanges Presence in 60+ countries Industries since 1979 Limited
Slide 6: Market Trend (Q3 FY26) and Outlook (Q4 FY26)
Market Trend (Q3 FY26) and Outlook (Q4 FY26) Trend Outlook Trend Outlook Segments Segments Q3FY26 Q4FY26 Q3FY26 Q4FY26 4W Replacement Solar 2W Replacement Telecom Auto OEM Industrial Infra Inverters Exports Investor Presentation | Exide Industries | February 2026 5
Slide 7: Strategic Imperatives
EXIDE Strategic Imperatives
Slide 8: Strategy framework for Lead Acid Battery Business
Strategy framework for Lead Acid Battery Business Sustained Profitable Growth Growth Focused Return Focused 1 2 3 4 Revenue Customer Process Digitization Growth Centricity Automation ▪ Target white spaces ▪ Direct ▪ Sales force ▪ Operational in channels / touchpoints with enablement efficiencies reg
Slide 9: Revenue Growth drivers
Revenue Growth drivers Automotive Solar Power Industrial Infrastructure ▪ GST reduction : 28% to 18% ▪ GST reduction: 12% to 5% ▪ ~100% railway electrification ▪ Improving Rural sentiment ▪ 500 GW RE by 2030 by FY26 and penetration ▪ MNRE’s roof-top solar target ▪ Rising electrification of ▪ Low dom
Slide 10: Customer Centricity: Increasing touchpoints
Customer Centricity: Increasing touchpoints Target ‘share of counters’ in identified white-spaces Providing Emergency Battery Breakdown Service ✓ Covering high potential cities, reaching key stores ✓ Influencer based programs to increase outreach Increase upcountry reach through Rural initiatives ✓
Slide 11: Customer Centricity: New products
Customer Centricity: New products Leveraging OEM relationships to EL Ultra Powerbox increase market share Premium Segment Economy Segment ▪ High warranty: 54M ▪ 18M FOC, extendable to FOC + 18M Pro-rata 36M FOC warranty ▪ Launch: Feb’26 ▪ Launch: Feb’26 ▪ Kia Seltos new domestic model (with facelift
Slide 12: Digitization: Empowering our Ecosystem
Digitization: Empowering our Ecosystem Apps for Channel Partners, Influencers, Sales team WhatsApp Bot for Service Booking ~1 lakh+ monthly active user Other Digital Initiatives AI-led Vision Sales & Warranty System for Digital Service Diagnosis Pre- Proof of Voice & Dispatch Delivery Agent validati
Slide 13: Process Automation: Operational efficiencies
Process Automation: Operational efficiencies Automation at MC Plants Punch Grid at MC Plants Cost reduction and Quality improvement through process automation Investor Presentation | Exide Industries | February 2026 12
Slide 14: Key Financial Highlights (Standalone)
Key Financial Highlights (Standalone) 13
Slide 15: Q3 FY26 Performance Highlights
Q3 FY26 Performance Highlights +4.7% +4.7% Revenue EBITDA (INR Cr.) (INR Cr.) 4,030 470 3,849 449 218 Exports 315 Domestic 3,812 EBITDA 11.7% 11.7% 3,533 Margin % Q3 ‘25 Q3 ‘26 Q3 ‘25 Q3 ‘26 +5.2% +5.6% PBT* PAT (INR Cr.) (INR Cr.) 258 245 325 343 PBT PAT 6.4% 6.4% Margin % 8.5% 8.5% Margin % Q3 ‘25
Slide 16: 9M FY26 Performance Highlights
9M FY26 Performance Highlights +2.3% -1.0% Revenue EBITDA (INR Cr.) 12,429 12,718 (INR Cr.) 1,426 1,412 685 1,058 Exports 12,032 EBITDA Domestic 11,371 11.5% 11.1% Margin % 9M ‘25 9M ‘26 9M ‘25 9M ‘26 -2.5% -2.9% PBT* PAT (INR Cr.) 1,098 1,071 (INR Cr.) 822 799 PBT PAT 6.6% 6.3% Margin % 8.8% 8.4% M
Slide 17: Key Financial Ratios and Market Cap
Key Financial Ratios and Market Cap Market Capitalization 30,175 30,787 (INR Cr.) ▪ Strong working capital P/E Ratio 28.4 29.2 (Times) management – inventory optimised Inventory 110 95 ▪ Debt-free position maintained (No. of Days) ▪ Funding new projects via Working Capital Usage internal accruals (%
Slide 18: Standing tall on a solid foundation
Standing tall on a solid foundation Profit After Tax Market Sales CAGR Rs. 1,000 Cr.+ Capitalisation of 10%+ over last two Rs. 30,000 Cr.+ over last 5 successive years years High market Lithium-ion cell Nationwide manufacturing share across network plant nearing verticals and 1,00,000+ production ex
Slide 19: Green Technology Solutions: Lithium-ion Cells & Batteries
Green Technology Solutions: Lithium-ion Cells & Batteries 18
Slide 20: Cylindrical Line | Validation in progress
Cylindrical Line | Validation in progress Electrode Formation Internal Validation Testing Investor Presentation | Exide Industries | February 2026 19
Slide 21: Prismatic Line | Installation & Commissioning in progress
Prismatic Line | Installation & Commissioning in progress Electrode Assembly Formation Investor Presentation | Exide Industries | February 2026 20
Slide 22: Supporting Buildings
Supporting Buildings Electrode Warehouse Assembly Warehouse FG Warehouse Investor Presentation | Exide Industries | February 2026 21
Slide 23: Sustainability and CSR
Sustainability and CSR 22
Slide 24: Sustainability is core to our business and strategy
Sustainability is core to our business and strategy Resulting in our position in Auto – ~2X of Components industry Industry average ~50% 33/100 Top 5 percentile Improvement in 2025 compared to 2024 The S&P Global Corporate Sustainability Assessment is one of the most well-established and reputable b
Slide 25: Sustainability efforts recognized by key Stakeholders
Sustainability efforts recognized by key Stakeholders “Clean Energy Champion” “Most Valuable Partner” by TVS Motor Company Ltd. by Indus Towers Investor Presentation | Exide Industries | February 2026 24
Slide 26: CSR initiatives: Touching lives and livelihood
CSR initiatives: Touching lives and livelihood CSR THEMES ~ 80% Projects in of people supported 26 districts are from vulnerable across 10 states communities Investor Presentation | Exide Industries | February 2026 25
Slide 27: CSR initiatives: Fostering inclusive community growth
CSR initiatives: Fostering inclusive community growth Investor Presentation | Exide Industries | February 2026 26
Slide 28: Shareholding pattern and Capital market information
Shareholding pattern and Capital market information Shareholding pattern (as on Dec 31, 2025) Others 24% Market information (as on Dec 31, 2025) CMP (Rs. per share) 362.2 Promoters 46% Shares Outstanding (in Crore) 85.0 FIIs Market Capitalization* (Rs. Crore) 30,787 11% DIIs 19% *National Stock Exch
Slide 29: Our Leadership – Board of Directors
Our Leadership – Board of Directors Sridhar Gorthi R B Raheja Avik Roy Chairman and Independent Vice-Chairman & Non-Executive, Managing Director and Chief Director Non-Independent Director Executive Officer Manoj Kumar Agarwal Surin Kapadia Radhika Govind Rajan Director - Finance and Chief Independe
Slide 30: Disclaimer
Disclaimer In this document, we have disclosed forward-looking information to enable analysts and investors comprehend our prospects and take investment decisions. This document and other statements–written and oral–that we periodically make, contain forward-looking statements that set out anticipat
Slide 31: Thank You
Thank You