Exicom Tele-Systems Ltd. Share Price

Exicom Tele-Systems: 50% wallbox market share

Exicom Tele-Systems (NSE: EXICOM) makes EV chargers and critical power systems for telecom and data centres. It has sold over 215,000 EV chargers globally and holds a 50% share in India’s passenger vehicle home wallbox segment. What happened: Q1 FY27 consolidated revenue rose 61.2% YoY to Rs 331.1 crore. EV charger revenue grew 49.7% to Rs 153.9 crore, accounting for 46.5% of the total. EBITDA loss narrowed to Rs 21.9 crore (-6.6% margin) from Rs 38.6 crore (-18.8%) a year ago. Net loss shrank to Rs 73.6 crore from Rs 83.1 crore in Q1 FY26. The total consolidated order book exceeded Rs 1,400 crore. Why it matters: Exicom added 15 new CPO accounts in Q1 FY27, confirmed 180-plus DC chargers for delivery by October 2026, and booked Rs 50-crore-plus in repeat orders from existing CPOs. It launched a Type-7 charger for a large two-wheeler OEM and renewed a supply agreement with a large commercial truck OEM. Exports reached 10-plus new countries across Europe, South America, South Asia and Western Asia, lifting exports to 15% of EV segment revenue from 8% a year earlier. New Hyderabad production lines are being commissioned; the AC charger run rate is set to grow 50% over three months, with AC utilisation at 100%, DC at 65% and PCBA at 90-100%. What I am watching: EBITDA breakeven management targets over the next two quarters, export order conversion from the Rs 16-17 crore pipeline, and DC charger utilisation climbing toward AC levels. My stance: Revenue growth is strong and the losses are narrowing fast. The 50% wallbox share and rising CPO repeat orders are both encouraging. Breakeven within two quarters is the inflection test. I do not hold a position in Exicom Tele-Systems at the time of writing. This is not investment advice.

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Exicom: Can Tritium become the next growth engine?

# Exicom: Can Tritium become the next growth engine? Exicom Tele-Systems Limited is trying to turn Tritium into a global growth engine for high-power EV charging and power electronics. Tritium booked US$20.8 million of orders in Q1 FY27, almost double the previous quarter. Tritium recorded US$10.3 million of revenue and sold 508 chargers during the quarter. More importantly, its new TRI-FLEX high-power charging system is undergoing validation with a major US charging network, while GRID-FLEX has started operating at a hyperscale customer. Management expects Tritium to reach EBITDA breakeven in Q4 FY27. That makes the next few quarters important, because the acquisition needs to move from being a drag on consolidated profitability to a contributor. Exicom is also localising Tritium technology. TRI-FLEX production is starting in Tennessee, while liquid-cooled power modules will be manufactured at Exicom's Hyderabad facility. The domestic business is growing too. Exicom's Q1 FY27 consolidated revenue increased 61% YoY to ₹331 crore, while standalone revenue rose 57% to ₹237 crore. **My view:** The Exicom story is increasingly about whether the Tritium acquisition can be successfully integrated and scaled. If order growth converts into revenue while losses reduce, the overseas business could materially change Exicom's earnings profile. **What I'm watching:** Tritium order conversion, EBITDA breakeven, TRI-FLEX adoption, international revenue and consolidated cash flow. **Stance:** The key test is execution. Order growth is encouraging, but sustainable profitability will determine whether Tritium becomes a genuine growth engine. **Disclosure:** I am a SEBI Registered Research Analyst. Please refer to the applicable disclosures before taking any investment decision.

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Exide Ind Strengthens European Industrial Battery Business

Strategic Cooperation Expands Presence Across Europe: Exide Industries has entered into a strategic cooperation with Exicom, Germany, aimed at strengthening its industrial battery business across the European Economic Area (EEA). The partnership is expected to support Exide's international industrial battery business and market reach. Exide already has an established European manufacturing and distribution footprint across multiple countries, supporting its ability to serve industrial customers. The company has been focusing on technology collaborations, product innovation and expanding its industrial battery portfolio as part of its broader growth strategy. Growing demand for energy storage, telecom backup, data centres and industrial applications could provide additional opportunities for advanced battery solutions.

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TELE SYSTEMS

TELE SYSTEMS: CO SAYS EV MAKERS FORECASTING MUCH HIGHER VOLUMES OWING TO THE MARKET BUOYANCY, EXICOM IS WORKING TOWARDS DOUBLING ITS AC LINE CAPACITY STARTING Q3. EXICOM TELE SYSTEMS: TRITIUM EXPECTS MEANINGFUL SCALE-UP FROM Q2 FY27, SUPPORTED BY A STRENGTHENING ORDER BOOK, AND REMAINS ON TRACK FOR EBITDA BREAKEVEN IN Q4 FY27

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Ravindra Energy’s Energy in Motion Partners HPCL for EV Charging & Battery Swapping Network

Energy in Motion (EIM), an associate of

, has partnered with Hindustan Petroleum Corporation Ltd (HPCL) to set up charging and battery swapping infrastructure at HPCL’s retail outlets across India. The collaboration aims to support the deployment of electric heavy commercial vehicles. EIM will own and operate the network, starting with key freight corridors such as Mumbai-Pune, Delhi-Jaipur and Chennai-Bengaluru. Battery swaps are expected to take around 7 minutes, reducing downtime. The company targets 40 heavy commercial vehicle swap-cum-charging stations by March 2027. *Top stocks in the EV charging & infrastructure industry:* Tata Power, Exicom Tele-Systems, and Servotech Renewable Power System.

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Delhi boosts EV infrastructure

*Delhi Government plans to expand the city’s EV charging network to 32,000 charging points by 2030 (from around 9,000–10,000 currently), aiming to accelerate EV adoption, reduce range anxiety and support the transition to cleaner mobility under the new EV Policy. * Stocks in focus: Positive for EV charging and infrastructure players such as

, , , and EV OEMs including and , as wider charging infrastructure is expected to support faster EV penetration.

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