EXIDE IND. Results Analysis Q1FY26

Operating Revenue for Q1FY26 is Rs. 4,510 Crs., 4.6% growth YoY, Total Income is Rs. 4,528 Crs., 4.7% growth YoY, EBITDA is Rs. 548 Crs., 10.9% growth YoY, EBITDA Margin is 12.16% improved by 69 Basis points YoY (primarily driven by better price realisation, improved product mix and benefits from various cost excellence projects undertaken at the factories), PBT Rs. 430 Crs., 14.9% growth YoY, PAT Rs. 320 Crs. 14.6% growth YoY. On QoQ basis Op. Revenue is up by 8.4%, Total Income is up by 8.4%, EBITDA is also up by 17.5%, and EBITDA Margins are improved by 94 Basis points, PBT is also up by 25.3% and PAT is also up by 25.9%. During the quarter, Company maintained double-digit growth momentum in auto replacement, industrial UPS and solar verticals. Certain segments of the Industrials like power, railways, traction also showed recovery and was able to achieve double digit growth. However, auto OEMs were impacted by lower demand. International business was impacted due to global tariff uncertainties.