Exide Industries Limited · NSE:EXIDEIND
Exide Industries — Q1 FY27 Earnings Presentation
34 slides from Exide Industries's earnings presentation, Aug 1, 2026
Slide 1: Cover letter to stock exchanges: Investor Meet Presentation
&EXIDE Ref no.: EIL/SEC/2026-27/32 1st August 2026 The Secretary The Secretary The Calcutta Stock Exchange Limited BSE Limited 7 Lyons Range Phiroze Jeejeebhoy Towers Kolkata - 700 001 Dalal Street, Mumbai - 400 00 I CSE Scrip Code: 15060 & 10015060 BSE Scrip Code: 500086 The Secretary - National St
Slide 2: Investor Presentation Q1 FY27
CORE NEW ENERGY STRENGTH BUSINESS Investor Presentation Q1 FY27 Exide Industries | Investor Presentation | Q1 FY27
Slide 3: Table of Contents
Table of Contents 01 Exide at a glance 05 New Energy Business 02 Strategic Enablers 06 Financial Performance 03 Business Presence & Growth Levers 07 Growing Responsibly 04 New Launches, Outreach & 08 Summary Digitization Exide Industries | Investor Presentation | Q1 FY27
Slide 4: Exide at a glance
Exide at a glance Trusted legacy Product & operational strength Financial resilience 79 16 Zero-Debt Years of legacy Manufacturing plants* Balance sheet • Strong brand built over nearly 8 decades. • Portfolio spanning 2.5Ah - 20,200Ah. • Healthy liquidity and strong cash flows. • Profitable since in
Slide 5: Strategic Enablers
Strategic Enablers Efficient interplay of Network & OEM Connects, Integrated Manufacturing, Multi-application Portfolio & Innovation 01 02 03 04 Network & OEM Integrated Multi-application Innovation connects manufacturing portfolio 120,000+ 16 2.5Ah - 20,200Ah 50 years Network Touchpoints Plants Pro
Slide 6: Network & OEM Connects
01 02 03 04 Network & OEM Connects Network & OEM connects Integrated manufacturing Multi-application portfolio Innovation Network depth • Rural outreach now spanning 18,000+ villages. • ~60 warehouses supporting faster fulfilment. • 1,200+ spare-part and accessories outlets. Service network • Batmob
Slide 7: Integrated Manufacturing Network
01 02 03 04 Integrated Manufacturing Network & OEM connects Integrated manufacturing Multi-application portfolio Innovation Core business New energy business 11 1 Lithium-ion Cells, packs & modules Manufacturing Base manufacturing • 11 Exide plants across key product categories. • Advanced chemistry
Slide 8: Multi-application Portfolio
01 02 03 04 Multi-application Portfolio Network & OEM connects Integrated manufacturing Multi-application portfolio Innovation Core Business New Energy Business Automotive Applications Solar Solutions Cells, Packs & Modules Battery & backup solutions Replacement and OEM supporting rooftop solar and
Slide 9: Core Business
01 02 03 04 Network & OEM Integrated Multi-application Innovation connects manufacturing portfolio Core Business Innovation-led capabilities strengthening a diversified and resilient lead-acid business Exide Industries | Investor Presentation | Q1 FY27
Slide 10: Innovation - Core Business
01 02 03 04 Innovation- Core Business Network & OEM connects Integrated manufacturing Multi-application portfolio Innovation 50 4 4 100+ Years of R&D center Strategic global collaborations NABL-accredited laboratories R&D team (Kolkata) Industrial & energy Specialized Mobility solutions Innovation s
Slide 11: Business Presence & Growth Levers
Business Presence & Growth Levers Exide Industries | Investor Presentation | Q1 FY27
Slide 12: Business Presence
Business Presence Replacement market Last mile connectivity Category leadership Local mobility • Leader in the high-margin 2W, 3W • Battery solutions for intra-city and 4W replacement segment. logistics, e-rickshaws and fleets. • Backed by a pan-India sales and • Positioned for e-commerce and servic
Slide 13: Business Presence
Business Presence Infrastructure I-UPS Critical applications Power backup • Energy solutions across railways and • Industrial UPS batteries for critical metro, traction and submarine. power backup. • Power and project applications • Supporting data centres, BFSI, IT, nationwide. healthcare and comme
Slide 14: Growth Levers: Pillars of Demand Acceleration
Growth Levers: Pillars of Demand Acceleration Automotive expansion • Low Passenger Vehicle penetration (~40 Cars per 1,000 people) & rising affordability to drive demand. 28% → 18% • Strong replacement cycle as the post-pandemic vehicle base matures. • Rural recovery & deeper upcountry reach. GST re
Slide 15: New Launches, Outreach & Digitization
New Launches, Outreach & Digitization Exide Industries | Investor Presentation | Q1 FY27
Slide 16: New Product Launches & Marketing Campaigns
New Product Launches & Marketing Campaigns Home Inverters Marketing Campaigns Cinema Campaigns Magic & Star series 100% Share of Business Digital Campaigns Outdoor Campaigns TVS Norton Exide Industries | Investor Presentation | Q1 FY27
Slide 17: Expanding Rural & Service Touchpoints
Expanding Rural & Service Touchpoints Rural Outreach Strengthening Service Network 18k+ 250+ Service 1.0 Dealer enablement with Presence in villages Rural meets during Q1 FY27 diagnostic tools and streamlining warranty Engagement Activities 1,600+ Exide Care outlets across India Service 2.0 Direct c
Slide 18: 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 Operations Supply Chain Service • Partner portal and dealer • AI-enabled analysis, invoice • Digital warranty • Exide GPT for faster business • Digitized workflows. regist
Slide 19: New Energy Business
New Energy Business Building India’s advanced chemistry battery manufacturing platform Exide Industries | Investor Presentation | Q1 FY27
Slide 20: Exide Energy Solutions Limited
Exide Energy Solutions Limited Exide Industries | Investor Presentation | Q1 FY27
Slide 21: Industry Context
Industry Context 2026 2030 60–70% ~25 GWh 140–150 GWh demand from EVs Current market Demand potential Largely imported EV + stationary applications Expected by 2030 Expected 2030 penetration* by selected end-markets 2026 2030E 1 Demand drivers • EV launches and consumer acceptance 40%+ 55%+ • Statio
Slide 22: Critical milestones achieved in Gigafactory
Critical milestones achieved in Gigafactory Achieved Underway Next milestones • 100% utilities operationalised across 4 • Production stabilisation and yield • Customer testing, validation and lines. improvement across lines. homologation across target • NMC cylindrical samples dispatched • Customer
Slide 23: Make in India: Locally made Lithium-ion cells
Make in India: Locally made Lithium-ion 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 OEMs 2 High focus on competitive costing • Strategic raw material
Slide 24: Financial Performance
Financial Performance Exide Industries | Investor Presentation | Q1 FY27
Slide 25: Q1 FY27 Performance
Q1 FY27 Performance Revenue (Rs. in Cr.) EBITDA (Rs. in Cr.) and Margin (%) EBITDA 12.2% 12.4% margin (%) 17.6% 19.5% 5,305 4,510 655 548 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 PBT (Rs. in Cr.) and Margin (%) PAT (Rs. in Cr.) and Margin (%) PBT 9.5% 10.2% PAT 7.1% 7.7% margin (%) margin (%) 26.4% 2
Slide 26: Growing Responsibly
Growing Responsibly Exide Industries | Investor Presentation | Q1 FY27
Slide 27: CSR: Touching Lives and Livelihoods
CSR: Touching Lives and Livelihoods Our 5 Core Pillars On-the-Ground Execution & Real-world Impact Beneficiaries of CSR Projects Projects Outreach 4 lakhs+ 10 24 Vulnerable Communities States in India Districts ~80% On-the-ground execution driving tangible community upliftment. Exide Industries | In
Slide 28: Sustainability: External Ratings & Recognitions
Sustainability: External Ratings & Recognitions S&P Global: EcoVadis: Corporate Sustainability Assessment Sustainability Rating S&P Global CSA 65 /100 Industry Mover 2026 Sustainability Yearbook TOP 5% Auto Components Score - 67/100 globally 75th percentile Corporate Sustainability Assessment 2025 E
Slide 29: Governance & Accolades
Governance & Accolades Governance Awards DIVIDEND PAYOUT DIVIDEND PAYOUT • ~44% Independent Board composition ~16% • Separate Chairman and Consistent value MD position creation for shareholders British Safety Council Clean Energy Champion Most Valuable Partner Award 2025 TVS Motor Indus Towers ESG &
Slide 30: Summary
Summary • Trusted Make-in-India brand, built on decades of execution and resilience. • Leadership in the core business, sustained through economic cycles. • Investing in new-energy to serve India's evolving energy and mobility needs. • Prudent capital allocation with a strong balance sheet. • Confid
Slide 31: Shareholding Pattern & Capital Market Information
Shareholding Pattern & Capital Market Information Shareholding pattern (as on June 30, 2026) Others Category Holding (in %) 24% Promoters 46% Promoters 46% Domestic Shareholders 43% FIIs Foreign Shareholders 11% 11% DIIs 19% Market Cap: Rs. 37,655 Crores (as on 24th July 2026) Exide Industries | Inv
Slide 32: 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 33: 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 34: Thank You
Exide Industries Limited Thank You 32