Exide Industries Limited · NSE:EXIDEIND
Exide Industries — Investor Presentation (November 2025)
31 slides from Exide Industries's investor presentation, November 2025
Slide 1: Investor Presentation
Investor Presentation Exide Industries Limited November 2025 1
Slide 2: Agenda
1 Business Overview 2 Strategic Imperatives 3 Key Financial Highlights 4 New Business: Green Technology Solutions 5 Sustainability Initiatives & CSR AGENDA 2
Slide 3: Business Overview
Business Overview 3
Slide 4: India moves on Exide
India moves on Exide Legacy of 75+ years of Long-term rating: ICRA AAA/Stable operations in India Short-term rating: ICRA A1+ Diversified product portfolio, with batteries from 2.5Ah Debt-free company to 20,200Ah Presence in 60+ Exide Listed on stock countries Industries exchanges since 1979 Limited
Slide 5: Key Verticals – Market Trend (Q2 FY26) and Outlook (Q3 FY26)
Key Verticals – Market Trend (Q2 FY26) and Outlook (Q3 FY26) Trend Outlook Trend Outlook Trade (B2C) Q2FY26 Q3FY26 Institutional (B2B) Q2FY26 Q3FY26 4-Wheeler 4-Wheeler 2-Wheeler 2-Wheeler Telecom I-UPS Industrial Infra Solar Trend Outlook International Q2FY26 Q3FY26 Home UPS Exports Investor Presen
Slide 6: Strategic Imperatives
@EXIDE Strategic Imperatives
Slide 7: Strategy framework: well-positioned to deliver results
Strategy framework: well-positioned to deliver results 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 efficiencie
Slide 8: Leveraging long term Growth Drivers
Leveraging long term Growth Drivers Mobility Solar Infrastructure ▪ GST reduction from 28% to ▪ GST reduced from 12% to ▪ Railways: ~100% electrification 18% across battery types 5% on Solar combo packs anticipated by FY26 ▪ Improving Rural sentiment and ▪ Focus on Renewable Energy: ▪ Traction: ~10-
Slide 9: Executing short to medium term Growth Levers
Executing short to medium term Growth Levers Target ‘share of counters’ in identified white-spaces Increase upcountry reach through Rural initiatives ✓ Covering high potential ✓ Identification of whitespaces & cities, reaching key stores Dealer appointments ✓ Influencer based programs ✓ Increasing V
Slide 10: Customer centricity at our core
Customer centricity at our core Reaching Customers through E-commerce platforms ‘Batmobile’ platform for rapid response ✓ Available on Amazon and Flipkart ✓ Average User rating 4+ Investor Presentation | Exide Industries | November 2025 10
Slide 11: Reaching out to Customers via traditional and digital media
Reaching out to Customers via traditional and digital media Cricket -Television Properties Home Inverter Ad-campaign Investor Presentation | Exide Industries | November 2025 11
Slide 12: Digitization to empower our Ecosystem
Digitization to empower our Ecosystem Apps for Channel Partners, Influencers, Sales team Google Search Page for Dealers ✓ 2,000+ dealers live ✓ Unique leads every month Dealer Microsite Automated alerts and feedback mechanism Investor Presentation | Exide Industries | November 2025 12
Slide 13: Process Automation for Operational efficiencies
Process Automation for Operational efficiencies Deskilling | Safety | Material transfer | Process stability | Higher productivity ✓ Punched Grid ✓ Sticker print & apply with robot ✓ Robotic Palletizing and Depalletizing ✓ Robotic vision systems Investor Presentation | Exide Industries | November 202
Slide 14: Key Financial Highlights (Standalone)
Key Financial Highlights (Standalone) 14
Slide 15: Q2 FY26 Performance Highlights
Q2 FY26 Performance Highlights -2% -18% Revenue EBITDA (INR Cr.) (INR Cr.) 4,267 4,178 484 395 EBITDA 11.3% 9.4% Margin % Q2 ‘25 Q2 ‘26 Q2 ‘25 Q2 ‘26 -25% -26% PBT PAT (INR Cr.) (INR Cr.) 399 298 298 221 PBT PAT 7.0% 5.3% Margin % 9.4% 7.1% Margin % Q2 ‘25 Q2 ‘26 Q2 ‘25 Q2 ‘26 Investor Presentation
Slide 16: H1 FY26 Performance Highlights
H1 FY26 Performance Highlights +1% -4% Revenue EBITDA (INR Cr.) 8,580 8,688 (INR Cr.) 978 943 EBITDA 11.4% 10.9% Margin % H1 ‘25 H1 ‘26 H1 ‘25 H1 ‘26 -6% -6% PBT PAT (INR Cr.) 773 (INR Cr.) 727 577 541 PBT PAT 6.7% 6.2% Margin % 9.0% 8.4% Margin % H1 ‘25 H1 ‘26 H1 ‘25 H1 ‘26 Investor Presentation |
Slide 17: Key Financial Ratios and Market Cap
Key Financial Ratios and Market Cap Market Capitalization 30,175 33,214 (INR Cr.) ▪ Strong working capital P/E Ratio 28.4 31.9 (Times) management – inventory optimised Inventory 110 93 ▪ Debt-free position (No. of Days) maintained Working Capital Usage ▪ Funding new projects (%) 11.8 8.4 via interna
Slide 18: Standing tall on a solid foundation
Standing tall on a solid foundation Market Profit After Tax Capitalisation Sales CAGR Rs. 1,000 Cr.+ Rs. 30,000 Cr.+ of 10%+ over last two over last 5 successive years years Lithium-ion cell High market 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 19
Slide 20: Exide Energy (EESL) – Critical Milestones Achieved
Exide Energy (EESL) – Critical Milestones Achieved Facility Equipment Supply Chain Organization ▪ Nearing 100% utility ▪ Line 1 equipment ▪ 30+ MPA signed ▪ Additional 50+ visas readiness across CYL, nearing commissioning secured, onsite arrival PMT lines completion - product expected in line with ▪
Slide 21: L1 – commissioning near completion; L2 – installation completed
L1 – commissioning near completion L2 – installation completed, commissioning on-going Electrode Assembly Formation Line 1: Line 2: Investor Presentation | Exide Industries | November 2025 21
Slide 22: L3 – final installation and commissioning on-going; L4 – installation nearing completion
L3 – final installation and commissioning on-going L4 – installation nearing completion Electrode Assembly Formation Line 3: Line 4: Investor Presentation | Exide Industries | November 2025 22
Slide 23: Material storage activities initiated in parallel
Material storage activities initiated in parallel FG & Assembly Hazardous Chemicals Electrode Warehouse Warehouse Warehouse Investor Presentation | Exide Industries | November 2025 23
Slide 24: Our competitive edge and value proposition
Our competitive edge and value proposition End-to-end product and solution offering • Multiple chemistries/form factors • Customizable solutions • Joint product development integrated with the new product development cycle High focus on offering competitive costing • Strategic raw material sourcing
Slide 25: Sustainability and CSR
@EXIDE Sustainability and CSR. -
Slide 26: Sustainability is core to our business and strategy
Sustainability is core to our business and strategy Resulting in our position ~2X of 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 benchmarks of ESG performance w
Slide 27: CSR initiatives: Fostering inclusive community growth
CSR initiatives: Fostering inclusive community growth CSR THEMES Investor Presentation | Exide Industries | November 2025 27
Slide 28: Capital market information and shareholding pattern
Capital market information and shareholding pattern Shareholding pattern (as on Sep 30, 2025) Market information (as on Sep 30, 2025) CMP (Rs. per share) 390.75 Shares Outstanding (in Crore) 85.0 Market Capitalization (Rs. Crore) 33,214 Investor Presentation | Exide Industries | November 2025 28
Slide 29: Our Leadership – Board of Directors
Our Leadership – Board of Directors Mr. Sridhar Gorthi Mr. R B Raheja Mr. Avik Roy Chairman and Independent Vice-Chairman & Non-Executive, Managing Director and Chief Director Non-Independent Director Executive Officer Mr. Manoj Kumar Agarwal * Mr. Surin Kapadia Ms. Radhika Govind Rajan Director - F
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
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