Exide Industries Ltd. Share Price

Exide profit jumps 75% as margins expand

Exide Industries Limited (NSE: EXIDEIND) reported a strong Q2 FY27 performance, with standalone revenue increasing 20.3% YoY to ₹5,026 crore. Net profit surged 75.1% to ₹386 crore, compared with ₹221 crore in the corresponding quarter last year. Key Highlights • Revenue increased 20.3% YoY to ₹5,026 crore. • EBITDA rose 53.6% to ₹606 crore. • EBITDA margin expanded to 12.1% from 9.4%, an improvement of 270 basis points. • Profit before tax increased 75.5% to ₹522 crore. • Automotive OEM business recorded over 25% growth for the fourth consecutive quarter. • Replacement battery business maintained double-digit growth. • Home Inverters and Solar business grew over 20%. • The company commissioned its 6 GWh lithium-ion cell gigafactory in Bengaluru. My View Exide delivered a strong quarter, with growth across its automotive, replacement, home inverter and solar businesses. The improvement in EBITDA margin is particularly encouraging. Cost optimisation, calibrated price increases and operating leverage helped the company improve profitability despite elevated input costs. The commissioning of the 6 GWh lithium-ion cell facility is another important milestone. However, commissioning a plant is only the first step. Stabilising production, improving yields and completing customer qualifications will determine how quickly this investment contributes to revenue. What I'm Watching Next I will monitor battery demand across automotive and replacement markets, margin sustainability and the progress of the lithium-ion cell business. The key question is how quickly Exide can convert its new manufacturing capacity into commercial production and meaningful revenue. Stance: Positive on the core battery business and margin improvement, while keeping a close watch on execution of the lithium-ion expansion. Disclosure: I do not have any holding or position in the stock mentioned above. EXIDEIND

EXIDE INDUSTRIES REPORTS 18.9% REVENUE GROWTH

EXIDEIND EXIDE INDUSTRIES REPORTS 18.9% REVENUE GROWTH COMMISSIONS 6 GWH GIGAFACTORY Exide strengthens its position in India's energy storage market with a major lithium-ion manufacturing milestone! Exide Industries reported revenue growth of approximately 18.9% in the first half of FY27 and announced the commissioning of its 6 GWh lithium-ion battery manufacturing facility. The development represents an important step in the company's strategy to expand beyond traditional lead-acid batteries and strengthen its presence in the rapidly developing electric mobility and energy storage sectors. Key Highlights: • H1 FY27 revenue increased approximately 18.9%. • Commissioned a 6 GWh lithium-ion battery manufacturing facility. • Strengthening its position in advanced battery technology. • Expanding its capabilities in lithium-ion battery manufacturing. • Focusing on emerging opportunities in electric mobility and energy storage. Why Is This Important? India's transition towards electric mobility and renewable energy storage creates significant long-term opportunities for battery manufacturers. The commissioning of the facility is an important operational milestone for Exide Industries. However investors should monitor capacity utilisation customer demand capital expenditure technology competitiveness and the company's ability to achieve sustainable profitability in its lithium-ion business. DISCLAIMER: This content is for informational and educational purposes only. It should not be construed as investment advice or a recommendation to buy or sell any security. Investors should conduct independent research and consider their financial objectives and risk tolerance before making investment decisions.

Exide Industries Q2 Profit Jumps 75%; New Plant Commissioned

EXIDEIND Exide Industries Limited reported strong Q2 FY27 results, with standalone net profit rising 75% year-on-year. Q2 FY27 Financial Performance Standalone Results: Revenue from Operations: ₹5,026 crore, up 20.3% YoY. EBITDA: ₹606 crore, up 53.6% YoY. Net Profit (PAT): ₹386 crore, up 75.1% YoY. EBITDA Margin: 12.1%, compared with 9.4% last year. Earnings Per Share: ₹4.55, against ₹2.60 in Q2 FY26. Strong Growth Across Business Segments Exide reported broad-based demand across its businesses: Automotive OEM: Growth of over 25% for the fourth consecutive quarter. Replacement Business: Two-wheeler and four-wheeler segments continued to deliver double-digit growth. Home Inverters & Solar: Growth of over 20%. Exports: Growth of over 20% year-on-year. The company also highlighted the benefits of GST rationalisation, calibrated price increases and cost-optimisation initiatives. Major Milestone: 6 GWh Lithium-Ion Plant Exide Energy Solutions Limited (EESL), a subsidiary of Exide Industries, commissioned its 6 GWh lithium-ion cell manufacturing facility in Bengaluru on 23 September 2026. This is a significant step in the company's expansion into India's growing battery and electric mobility ecosystem. Investor Perspective The commissioning of the 6 GWh facility adds a new long-term growth opportunity. However, investors should monitor capacity utilisation, customer approvals, production yields and the subsidiary's contribution to consolidated profitability. The key challenge will be converting the significant investment in lithium-ion manufacturing into sustainable commercial growth. Disclaimer: This content is for educational and informational purposes only and should not be considered investment advice or a recommendation to buy or sell any security. Investors should conduct their own research and consider their risk profile before making any investment decision.

Exide Industries: Lead-Acid Running Strong

EXIDEIND Exide Industries makes lead-acid batteries for automotive OEMs, the replacement market, inverters, solar, UPS, railways, telecom and industrial use. Its subsidiary Chloride Metals supplies around 50% of its lead requirement. Through Exide Energy Solutions Ltd (EESL), it is building lithium-ion cell capacity in Bengaluru. What happened: In Q1FY27, consolidated revenue grew 17.7% year on year to Rs 5,528 crore. Operating profit rose 15.4% to Rs 622 crore; operating margin was 11.2%, down marginally from 11.5%. Net profit grew 27.9% to Rs 351 crore, with net profit margin improving to 6.4% from 5.8%. Net profit grew faster than revenue, reflecting improved bottom-line efficiency. Why it matters: The core business is self-funding the lithium-ion bet. EESL is building a 12 GWh cell plant in two phases of 6 GWh each. In Q1FY27, the cylindrical cell line was under internal validation while the prismatic line was approaching sample production. Initial commercial dispatches from Bengaluru are expected in FY27. Rs 4,902 crore has been invested in EESL so far. What I am watching: The lithium-ion business is approaching its first commercial moment, but the timeline from sample to scale depends on customer qualification, yield improvement and order conversion. EESL’s returns will depend on capacity utilisation. The core lead-acid margins are steady but face slow compression as automotive mix evolves. My stance: Exide offers an unusual combination: a profitable core battery business funding a large lithium-ion bet. Execution risk on the cell business is real, but the balance sheet is not under stress. That is a better position than most EV battery plays. I do not hold a position in Exide Industries at the time of writing. This is not investment advice.

Exide Industries Q2 FY27 Financial & Operational Performance

EXIDEIND Key Financial HighlightsRevenue Growth: Revenue from operations rose 21.3% YoY to ₹5,292 crore (compared to ₹4,364 crore in Q2 FY26), supported by strong double-digit expansion across core business segments. Profitability Surge: Consolidated net profit grew 65.3% YoY to ₹287 crore (up from ₹174 crore), reflecting heightened operational efficiency. EBITDA & Margins: EBITDA climbed 43.5% YoY to ₹561 crore, with margins expanding by 200 basis points to 11% (and standalone margins reaching 12.1%). Margin expansion was achieved through calibrated price increases and strict cost controls offsetting raw material inflation. Operational & Business Segment PerformanceBroad-Based Growth: The automotive original equipment manufacturer (OEM) business registered double-digit growth exceeding 25% YoY for the fourth consecutive ***** & Secondary Segments: The two- and four-wheeler replacement segments also delivered double-digit growth for the fourth straight quarter, backed by steady aftermarket demand. Home Inverters and Solar sectors recorded over 20% YoY growth for the second successive ***** Global Expansion: Exide signed a long-term strategic co-operation agreement with Germany’s ExCom Energy Solutions GmbH to expand its industrial battery and energy storage footprint across ***** drivers during the quarter included healthy underlying market demand, continued benefits from GST 2.0 reforms, and enhanced execution. While geopolitical factors keep input costs elevated and currency fluctuations impact raw material pricing benefits, management remains focused on margin preservation through proactive cost optimization and dynamic pricing models.

Exide Industries Ltd upcoming Q2 FY27 results.

EXIDEIND Exide Industries’ newsflow was led by a sharp stock decline, fresh capital infusion into its lithium‑ion battery subsidiary, and upcoming Q2 FY27 results. The stock fell about 3.9% to ₹344.10 on the BSE and ₹343.8 on the NSE, extending a second straight session of decline, with the cumulative drop across the streak at 2.66% from a ₹360.35 base. Exide has invested ₹100 crore in its wholly owned subsidiary Exide Energy Solutions via a rights issue, bringing total investment in EESL to ₹5,202 crore, to fund the greenfield lithium‑ion battery plant in Bengaluru. The company’s material subsidiary has commissioned Phase‑I of its 6 GWh lithium‑ion cell manufacturing facility in Bengaluru, which will produce advanced cells for mobility and energy storage. In Q1 FY27, Exide reported revenue of ₹5,555.25 crore (up 17.6% YoY) and net profit of ₹350.47 crore (up 27.1% YoY), reflecting operating leverage and sharper execution. The board will meet on 4 November 2026 to approve Q2 and H1 FY27 results, with the trading window for designated persons closed from 1 October. MarketsMojo has downgraded the stock to “Hold,” citing valuation shifts to fair amid market volatility, with the stock’s 52‑week.