Key takeaway: The investor presentation from Exide Industries Limited, dated August 1, 2026, outlines the company's performance for Q1 FY 2026-27. Management highlighted Exide's 79-year legacy, emphasizing its strong brand and profitable history. The presentation detailed the company's strategic enablers, including a vast network of over 120,000 touchpoints and integrated manufacturing capabilities. Financial performance showed a revenue increase of 17.6% year-over-year, with EBITDA rising by 19.5%. Exide's new energy business was underscored, focusing on lithium-ion battery production and localizing supply chains. The company also reported on its corporate social responsibility initiatives and sustainability ratings, showcasing its commitment to community upliftment and environmental standards. The presentation concluded with a summary of Exide's leadership in the core business and investments in new energy to meet evolving market demands.

Key takeaway: In the earnings call for Q4 FY26, management reported a 9.4% year-on-year overall revenue growth, with nearly 92% of the business growing by 16%. The domestic business sales increased by 12.5% year-on-year, driven by strong performance in the auto OEM sector and home UPS. However, the exports and telecom segments faced declines due to geopolitical tensions and shifts towards lithium-ion technology. Management highlighted the impact of rising commodity prices and rupee depreciation on input costs, while maintaining an EBITDA margin of 11.7%. The company has invested significantly in lithium-ion cell manufacturing, with plans for further investments in FY27. Management expressed cautious optimism regarding future growth, particularly in the lead-acid business, while emphasizing the importance of cost control amidst global headwinds. The call concluded with management affirming their commitment to growth and operational efficiency.

Key takeaway: The investor presentation by Exide Industries Limited, dated May 5, 2026, provided an overview of the company's performance for Q4 FY 2025-26. Management highlighted Exide's 79-year legacy, its presence in over 70 countries, and a robust balance sheet with zero debt. The presentation detailed strategic enablers such as integrated manufacturing, a broad product portfolio, and strong OEM connections. Financial performance showed a revenue increase of 4.1% year-over-year, with EBITDA rising by 9.4%. Management reported a focus on sustainable growth, emphasizing new energy initiatives and digitization efforts. The company also outlined its commitment to corporate social responsibility and sustainability, receiving recognition for its efforts. The presentation concluded with a summary of Exide's strategic positioning and future opportunities in the evolving energy and mobility landscape.

Key takeaway: Exide Industries Limited held its Q3 FY 2025-26 earnings conference call on February 3, 2026, where management highlighted several key performance metrics. The company reported a 12% growth in nearly 92% of its business segments, with total sales growth of around 5% year-on-year, driven by strong performance in Auto OEM, Auto Aftermarket, and Industrial Infra. Management noted that cost pressures from rising raw material prices were mitigated by cost excellence projects, resulting in a 175 basis point improvement in gross margin sequentially. The EBITDA margin remained stable at 11.7%. Management also discussed the impact of GST reforms on demand and the company's strategic investments in lithium-ion cell manufacturing, with a total equity investment of INR 4,252 crores to date. The telecom segment, however, faced challenges, contributing only 1% to total revenue. Management expressed optimism about growth opportunities in various sectors, including automotive and solar energy.