Exide Industries Limited · NSE:EXIDEIND
Exide Industries — Q2 FY27 Earnings Presentation
33 slides from Exide Industries's earnings presentation, Nov 4, 2026
Slide 1: JITENDRA KUMAR KUMAR MOHANLAL MOHANLAL
Digitally signed by JITENDRA JITENDRA KUMAR KUMAR MOHANLAL MOHANLAL Date: 2026.11.04 13:34:57 +05'30'
Slide 2: One Exide: Multiple Technologies – Investor Presentation Q2 FY27
CORE BUSINESS NEW ENERGY BUSINESS Lead-acid Lithium-ion ‘One Exide’ Multiple Technologies Investor Presentation Q2 FY27 Exide Industries | Investor Presentation | Q2 FY27
Slide 3: Table of Contents
Table of Contents 1 2 3 4 Exide at a glance Strategic Business New Launches, Enablers Presence & Outreach & Growth Levers Digitization 5 6 7 8 New Energy Financial Growing Summary Business Performance Responsibly Exide Industries | Investor Presentation | Q2 FY27
Slide 4: Exide at a glance
Exide at a glance 79 16 Zero-debt 6 GWh Years of legacy Manufacturing plants* Balance sheet Li-ion cell capacity Trusted legacy Product & operational Financial resilience Preparing for tomorrow strength • A brand built over nearly 8 • Portfolio spanning 2.5Ah - • Healthy liquidity and strong cash •
Slide 5: Strategic Enablers
Strategic Enablers Efficient interplay of Channel & OEM strength, Integrated manufacturing, Multi-application portfolio & Innovation 1 Channel & OEM 2 Integrated DEMAND VISIBILITY strength manufacturing 120,000+ 75+ 16 plants, including CML-3 and EESL-2 touchpoints OEMs Nationwide sales and service
Slide 6: Channel & OEM Strength
01 02 03 04 Channel & OEM Strength Channel & OEM strength Integrated manufacturing Multi-application portfolio Innovation Deep distribution, long-standing OEM partnerships & reliable doorstep Service C H A NNE L S T R E N G T H O E M P A R T N E RS H IP S 120,000+ 75+ Automotive OEMs served Network
Slide 7: Integrated Manufacturing
01 02 03 04 Integrated Manufacturing Channel & OEM strength Integrated manufacturing Multi-application portfolio Innovation Core business New energy business 11 3 2 6 GWh Exide plants Lead recycling plants (CML) EESL plants Capacity 1 Manufacturing Base 1 Lithium-ion cells, packs & modules • Key pro
Slide 8: Multi-application Portfolio
01 02 03 04 Multi-application Portfolio Channel & OEM strength Integrated manufacturing Multi-application portfolio Innovation Core Business 2.5Ah 20,200Ah Battery capacity range across the portfolio Automotive Home Industrial Replacement and OEM Power backup and rooftop solar Critical power for inf
Slide 9: Core Business: Innovation-led capabilities
01 02 03 04 Channel & OEM Integrated Multi-application Innovation strength manufacturing portfolio Core Business Innovation-led capabilities strengthening a diversified and resilient lead-acid business Exide Industries | Investor Presentation | Q2 FY27
Slide 10: Innovation-led Core Business
01 02 03 04 Innovation- Core Business Channel & OEM strength Integrated manufacturing Multi-application portfolio Innovation 1st Battery R&D centre in Asia, outside Japan 2 Batteries sold every second Top 7 Battery manufacturer globally 50 Industrial and energy Mobility solutions storage ▪ SOLARNXT
Slide 11: Business Presence & Growth Levers
Business Presence & Growth Levers Exide Industries | Investor Presentation | Q2 FY27
Slide 12: Business Presence
Business Presence CATEGORY LEADERSHIP PREFERRED OEM PARTNER LOCAL MOBILITY POWER BACKUP Replacement market Auto OEM Last-mile connectivity Home Inverters Established brand across 2W, 3W and Advanced EFB, AGM and EV-auxiliary Batteries for e-rickshaws, intra-city Inverter and battery solutions for 4W
Slide 13: Growth drivers across businesses
Growth drivers across businesses AUTOMOTIVE EXPANSION SOLAR POWER INFRASTRUCTURE 28% → 18% 1 crore households Capex push GST on batteries Targeted under PM Surya Ghar Yojana Across public and private sectors ▪ Rural recovery and GST cut aiding a shift to ▪ Rs. 75,000 cr. outlay for rooftop solar ▪ I
Slide 14: New Launches, Outreach & Digitization
New Launches, Outreach & Digitization Exide Industries | Investor Presentation | Q2 FY27
Slide 15: New Product Launches & Marketing Campaigns
New Product Launches & Marketing Campaigns OEM Wins- Q2 FY27 Marketing Campaigns MG Hector Tomahawk 100% Share of business for Exide’s Auxiliary battery, on both EV and PHEV 2W campaign: Outdoor + Digital Social Media Consumer ‘Bharose Ki Ride’ in key markets Collaboration Outreach New Launches Tata
Slide 16: Expanding Rural & Service Touchpoints
Expanding Rural & Service Touchpoints Rural Outreach Strengthening Service Network 1,600+ 1 lakh+ 4+ rating 20k+ Exide Care outlets pan India Customer calls received per month For over 80% of outlets Presence in villages SERVICE 1.0 SERVICE 2.0 200+ Dealer enablement Direct to customer Rural meets d
Slide 17: Digital at the Core of Transformation
Digital at the Core of Transformation 1 Manufacturing & 2 Channel Partners 3 Sales Force 4 End Customer & 5 Secure & Intelligent Supply Chain Service Operations • AI-led planning • Partner portal and dealer • AI-enabled analysis, invoice • Digital warranty and technician • Exide GPT extended to regi
Slide 18: New Energy Business
New Energy Business Advanced chemistry battery manufacturing Exide Industries | Investor Presentation | Q2 FY27
Slide 19: Exide Energy Solutions Limited
Exide Energy Solutions Limited 6 GWh Gigafactory commissioned at Bengaluru Exide Industries | Investor Presentation | Q2 FY27
Slide 20: Industry Context
Industry Context 2026 2030 ~6x 60–70% ~25 GWh 140–150 GWh Demand from EVs Current market Demand potential Largely imported EV + stationary applications Expected by 2030 Source: BCG estimates 1 Demand drivers Expected 2030 penetration* Current EV penetration (Sep 2026) Expected EV penetration (2030E)
Slide 21: From commissioning to commercial supplies
From commissioning to commercial supplies 6 GWh commissioned in September 2026 ACHIEVED | SEPT 2026 IN PROGRESS NOW Commercial production started Customer approval in progress 6 GWh plant commissioned in September 2026 Validation and qualification with leading 2W EV OEMs and telecom players in progr
Slide 22: Localized Lithium-ion cells
Localized Lithium-ion cells End-to-end product and High focus on competitive 1 2 solution offering costing ▪ Multiple chemistries and form factors ▪ Strategic raw material sourcing partnerships ▪ Customizable solutions for EV and energy ▪ Automation and technology-led storage applications manufactur
Slide 23: Standalone Financial Performance
Standalone Financial Performance Exide Industries | Investor Presentation | Q2 FY27
Slide 24: Q2 & H1 FY27 Performance
Q2 & H1 FY27 Performance Q2 FY27 vs Q2 FY26 H1 FY27 vs H1 FY26 REVENUE ▲ 20.3% YoY EBITDA ▲ 53.6% YoY REVENUE ▲ 18.9% YoY EBITDA ▲ 33.8% YoY 5,026 606 10,331 1,262 4,178 8,688 943 395 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 H1 FY26 H1 FY27 H1 FY26 H1 FY27 +270 bps +130 bps Margin 9.4% 12.1% Margin 10.9% 12.
Slide 25: Growing Responsibly
Growing Responsibly Exide Industries | Investor Presentation | Q2 FY27
Slide 26: CSR: Touching Lives and Livelihoods
CSR: Touching Lives and Livelihoods Our 5 Core Pillars On-ground execution driving Impact tangible community upliftment 4 lakh+ Beneficiaries of CSR projects Before After 80%+ 10 24 From vulnerable States Districts communities in India reached Pond Rejuvenation at Bawal (Haryana) Exide Industries |
Slide 27: Sustainability: External Ratings & Recognitions
Sustainability: External Ratings & Recognitions S&P Global FY26 EcoVadis FY26 Other Ratings 2026 ESG Risk Rating: 15.8 Low Risk Score: 65/100 Score: 67/100 Score: 64/100 Top 5%: Auto-Components Bronze Medal Category - Strong Exide Industries | Investor Presentation | Q2 FY27
Slide 28: Governance & Accolades
Governance & Accolades Governance ~44% Separate ICRA AAA Dividends B S R & Co. TCFD/IFRS S2 Independent board Chairman and MD Stable outlook. A1+ Since listing Statutory auditors Aligned climate-risk composition positions short-term assessment. Published climate action report Awards and Recognition
Slide 29: Dependable Partner for India's Energy Resilience
Dependable Partner for India’s Energy Resilience • Leadership in the Core business: Sustained through cycles. • Investing in New-Energy to serve India's evolving energy and mobility needs. • Prudent capital allocation: Zero-debt balance sheet. • Well positioned to capture opportunities across key gl
Slide 30: Shareholding Pattern & Capital Market Information
Shareholding Pattern & Capital Market Information Shareholding pattern (as on Sept 30, 2026) Others Category Holding (in %) 23% Promoters 46% Promoters 46% Domestic Institutional 18% FIIs Foreign Institutional 13% 13% Others 23% DIIs 18% Market Cap: Rs. 35,090 cr. (as on Sept 30, 2026) Exide Industr
Slide 31: Our Leadership: Board of Directors
Our Leadership: Board of Directors Sridhar Gorthi R B Raheja Avik Roy Chairman and Independent Director Vice-Chairman & Non-Executive, Managing Director and Chief Non-Independent Director Executive Officer Manoj Kumar Agarwal Surin Kapadia Radhika Govind Rajan Director - Finance and Chief Financial
Slide 32: 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 antic
Slide 33: Thank You
Exide Industries Limited Thank You