Exide Industries Limited · NSE:EXIDEIND
Exide Industries — Q4 FY26 Earnings Presentation
37 slides from Exide Industries's earnings presentation, May 2026
Slide 1: Investor Presentation Q4 & FY26 Results
CORE BUSINESS NEW ENERGY Investor Presentation Q4 & FY26 Results Exide Industries | Investor Presentation | Q4 FY26
Slide 2: Table of Contents
Table of Contents 01 Exide at a glance 06 Financial Performance 02 Stability and Trust 07 New Energy Business 03 Strategic Enablers 08 Growing Responsibly 04 Business Presence & Growth Levers 09 Summary New Launches, Outreach & 05 Digitization Exide Industries | Investor Presentation | Q4 FY26
Slide 3: Exide at a glance
Exide at a glance 79 70+ 13 3 3 Years of Legacy Countries Served Manufacturing Plants* Global Technical Collaborations Lead Recycling Plants^ Trusted Legacy Product & Operational Strength Robust Balance Sheet • Strong brand legacy built over nearly 8 decades • Wide product portfolio across applicati
Slide 4: Our Journey: Key Milestones
Our Journey: Key Milestones Foray into Li-ion Packs & Modules 2022 Acquired Chloride Metals (recycling business) Incorporated EESL & Standard Batteries for Li-ion cell manufacturing Launched India’s 1st indigenous OEM 2018 battery (Maruti) 2001 Pioneered India’s 1st 2011-12 Polypropylene Battery 199
Slide 5: Stability and Trust
Stability and Trust Delivering Sustainable Growth 20 Years Growth 25 Years Growth Particulars CAGR (in times) CAGR (in times) • Profitable since inception Revenue 13.4% 12 x 12.3% 18 x • Disciplined capital allocation • Healthier cash flow generation EBITDA 11.5% 9x 11.2% 14 x • Debt-free balance sh
Slide 6: Strategic Enablers
Strategic Enablers Efficient interplay of Network & OEM Connects, Integrated Manufacturing, Product Portfolio and Innovation 1 Network & 2 Integrated OEM Connects Manufacturing Nationwide market reach, service network support access and customer loyalty. OEM Integrated production and captive recycli
Slide 7: Network & OEM Connects
1 Network & 2 Integrated 3 Broad Product 4 Strategic R&D Focus Network & OEM Connects OEM Connects Manufacturing Portfolio Nationwide reach and service network support In-house production and captive lead recycling Application-led product portfolio addresses Global technical collaborations & continu
Slide 8: Integrated Manufacturing
1 Network & 2 Integrated 3 Broad Product 4 Strategic R&D Focus Integrated Manufacturing OEM Connects Manufacturing Portfolio Nationwide reach and service network support In-house production and captive lead recycling Application-led product portfolio addresses Global technical collaborations & conti
Slide 9: Broad Product Portfolio
1 Network & 2 Integrated 3 Broad Product 4 Strategic R&D Focus Broad Product Portfolio OEM Connects Manufacturing Portfolio Nationwide reach and service network support In-house production and captive lead recycling Application-led product portfolio addresses Global technical collaborations & contin
Slide 10: Strategic R&D Focus
1 Network & 2 Integrated 3 Broad Product 4 Strategic R&D Focus Strategic R&D Focus OEM Connects Manufacturing Portfolio Nationwide reach and service network support In-house production and captive lead recycling Application-led product portfolio addresses Global technical collaborations & continuous
Slide 11: Business Presence & Growth Levers
Business Presence & Growth Levers Exide Industries | Investor Presentation | Q4 FY26
Slide 12: Business Presence
Business Presence Replacement Last Mile Solar Home Inverters Market Connectivity & Batteries Category Leadership Local Mobility Renewable Energy Power Backup • Leader in high-margin 2W, • Battery solutions for e- • End-to-end rooftop solar • Complete power backup 3W & 4W replacement. rickshaw & loca
Slide 13: Business Presence
Business Presence Infrastructure I-UPS Auto OEM Exports Preferred OEM Critical Applications Power Backup Global Presence Partner Energy solutions across: • Industrial UPS batteries • Catering major SUVs, • Presence in 70+ countries. for critical power backup MUVs, top PVs, and modern • Railways & Me
Slide 14: Growth Levers: Pillars of Demand Acceleration
Growth Levers: Pillars of Demand Acceleration Automotive Expansion Solar Power Industrial Infrastructure 28% → 18% 40 GW Strong Capex Cycle GST Reduction MNRE’s 2026 Rooftop Solar Across Public & Private Sector Target • Rural recovery & deeper upcountry • GST cut from 12% to 5% to improve • Infra an
Slide 15: New Launches, Outreach & Digitization
New Launches, Outreach & Digitization Exide Industries | Investor Presentation | Q4 FY26
Slide 16: New Product Launches
New Product Launches Maruti e Vitara VinFast: VF6 & VF7 EL Ultra PowerBox Premium Segment Economy Segment Auxiliary Batteries for EVs Solar Grid-Tie AGM batteries Inverters for Cars India’s First SUV-ready battery Exide Industries | Investor Presentation | Q4 FY26
Slide 17: Expanding Customer Reach & Service Touchpoints
Expanding Customer Reach & Service Touchpoints Marketing Campaigns Rural Outreach Strengthening Service Network 18k+ 1,700+ Service 1.0 Service 2.0 Presence in villages Direct customer support Exide Care Dealer enablement with outlets diagnostic tools and through WhatsApp, across India streamlining
Slide 18: Digitizing the Value Chain
Digitizing the Value Chain 1 Manufacturing & 2 Channel Partners 3 Sales Force 4 End Customer & Service Supply Chain • Portal for channel partners • AI-enabled analyzer, invoice • Warranty registration • Digitized workflows • Dealer finder, connectivity and processing • Technician allocation • Route
Slide 19: Way Forward: Exide Energy Solutions Limited
WAY FORWARD Exide Energy Solutions Limited New Energy Electrification Establishment Exide Industries | Investor Presentation | Q4 FY26
Slide 20: Industry Context
Industry Context 20+ GWh 140–150 GWh 60–70% 65%+ Current Market 2030 Demand Potential Demand from EVs Growth Largely imported EV + stationary applications Expected share by 2030 2W, PV by 2030 Expected 2030 penetration by selected end-markets Demand drivers Localisation matters 2026 2030 • EV launch
Slide 21: Policy Backing Fueling Industry Growth
Policy Backing Fueling Industry Growth Draft EV Policy 2026–30: Govt. of NCT of Delhi Policy direction EV purchase incentives E2W Large domestic market & emerging export opportunity Consumer adoption supported through fiscal incentives and subsidies. E3W Affordability Fleet electrification Policy pu
Slide 22: Critical milestones achieved in Gigafactory
Critical milestones achieved in Gigafactory 1 2 3 4 5 6 Facility & utilities Equipment trials Process validation Customer samples Homologation Commercial supply Both Cylindrical & Prismatic lines are leading the validation Facility Line-1 95%+ All utilities nearing completion equipment on-site acros
Slide 23: Make in India: Locally made cells
Make in India: Locally made cells 1 End-to-end product and solution offering • Multiple chemistries and form factors • Customisable solutions for EV and energy storage applications • Joint product development aligned with OEM 2 High focus on competitive costing • Strategic raw material sourcing part
Slide 24: Financial Performance & Business Outlook
Financial Performance & Business Outlook Exide Industries | Investor Presentation | Q4 FY26
Slide 25: Q4 & FY26 Performance
Q4 & FY26 Performance Revenue (Rs. in Cr.) EBITDA (Rs. in Cr.) and Margin (%) EBITDA 11.2% 11.7% 11.4% 11.3% 4.1% margin (%) 2.6% 16,588 17,269 1,893 1,943 9.4% 13.7% 4,159 4,551 530 467 Q4 FY25 Q4 FY26 FY25 FY26 Q4 FY25 Q4 FY26 FY25 FY26 PBT (Rs. in Cr.) and Margin (%) PAT (Rs. in Cr.) and
Slide 26: Key Ratios and Balance Sheet Position
Key Ratios and Balance Sheet Position FY26 FY25 EBITDA 11.3% 11.4% (%) ➢ Improving ROCE in core business ➢ Robust balance sheet position ROCE* 28.8% 26.0 % with zero debt (%) ➢ Working capital improved Working Capital Usage ➢ Improved asset turnover ratio 7.3% 11.3% (%) Asset Turnover Ratio* 3.4 x 3
Slide 27: Core Business: Market Trend and Outlook
Core Business: Market Trend (Q4 FY26) and Outlook (Q1 FY27) Trend Outlook Trend Outlook Segments Segments Q4 FY26 Q1 FY27 Q4 FY26 Q1 FY27 4W Replacement Solar 2W Replacement Telecom Auto OEM Industrial Infra Inverters - - Exports Exide Industries | Investor Presentation | Q4 FY26
Slide 28: Growing Responsibly
Growing Responsibly Exide Industries | Investor Presentation | Q4 FY26
Slide 29: CSR: Responsible Corporate Citizen
CSR: Responsible Corporate Citizen Touching Lives and Livelihoods: Our 5 Core Pillars On-the-Ground Execution & Real-world Impact Recognitions Winner 8th edition of Winner 3rd edition of BCC&I ICSI CSR Excellence Award Social Leadership Award Vulnerable Communities Projects Outreach ~80% 10 24 Benef
Slide 30: Sustainability: Global Recognitions
Sustainability: Global Recognitions S&P Global: Corporate Sustainability Assessment Selected from a global database of 9,200 Companies Companies in Yearbook 16-Auto Component Cos. (Globally) India: 1 of 2 companies Sustainable Procurement The S&P Global Corporate Sustainability Assessment is one of
Slide 31: Sustainability: Global Recognitions
Sustainability: Global Recognitions EcoVadis: Sustainability Rating Exide assessed within EcoVadis’ global universe of ~1,75,000 companies across 4 key pillars Environment Top 14% Labour & Human Rights Top 10% Sustainable Procurement Top 21% Top 14% in Score – 67/100 75th percentile Manufacture of B
Slide 32: Governance & Recognition
Governance & Recognition Governance Awards & Accolades DIVIDEND PAYOUT DIVIDEND PAYOUT Balance between ~16% resource conservation and Consistent value shareholder value creation for shareholders creation British Safety Council Clean Energy Champion Most Valuable Partner Award 2025 TVS Motor Indus To
Slide 33: Summary
Summary 1 A trusted Indian brand built on decades of execution and resilience 2 Sustainable value creation for all stakeholders 3 Guided by integrity and disciplined leadership 4 Continuing leadership in the core while investing in future technologies 5 Well positioned to support India’s evolving en
Slide 34: Shareholding Pattern & Capital Market Information
Shareholding Pattern & Capital Market Information Shareholding pattern (as on March 31, 2026) Category Holding (in %) Others 25% Promoters 46% Promoters 46% Domestic Shareholders 44% FIIs Foreign Shareholders 10% 10% DIIs 19% Market Cap: Rs. 30,647 Crores (as on 30th April 2026) Exide Industries | I
Slide 35: 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 36: 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 37: Thank You
Exide Industries Limited Thank You 32