Conference Call with Exide Industries Management and Analysts on Q2FY26 Performance and Outlook. Listen to the full earnings transcript.
Auto Parts & Equipment company Exide Industries announced Q2FY26 results Revenue: Rs 4,178 crore against Rs 4,267 crore during Q2FY25. EBITDA: Rs 395 crore against Rs 484 crore during Q2FY25. PBT: Rs 298 crore against Rs 399 crore during Q2FY25. PAT: Rs 221 crore against Rs 298 crore during Q2FY25. EPS: Rs 2.60 for Q2FY26. Avik Roy, MD & CEO, said: 'We had a strong first half of the quarter until mid-August when the GST cut was announced. The growth was muted in the second half, especially in trade business, driven by channel destocking. However, it is a welcome move by the government as it will drive demand in H2FY26. Global trade situation remained uncertain and impacted our exports. Domestic Macro outlook is favourable with low inflation, low interest rates and higher disposable incomes. We expect the strong growth momentum, especially in Trade and Automotive OEM business, to be back in Q3. There is continuous pressure from input material costs. In this environment, the company's priority has been on managing profitable growth and focusing on preserving cash. We proactively cut down production in the second half of the quarter in anticipation of the muted demand from channel partners. This helped us to reduce our inventory levels. Investments in our manufacturing technologies have started showing results which will be further realized as volumes grow. In our lithium-ion cell manufacturing project, construction work is going on in full swing to ensure timely project completion. We wish to commercialise operations in FY26.' Result PDF