Auto Components
Valuation | |
|---|---|
| Market Cap | 28.42 kCr |
| Price/Earnings (Trailing) | 44.99 |
| Price/Sales (Trailing) | 1.6 |
| EV/EBITDA | 15.2 |
| Price/Free Cashflow | -49.99 |
| MarketCap/EBT | 23.49 |
| Enterprise Value | 29.49 kCr |
Fundamentals | |
|---|---|
| Revenue (TTM) | 17.74 kCr |
| Rev. Growth (Yr) | 4.6% |
| Earnings (TTM) | 831.1 Cr |
| Earnings Growth (Yr) | 23.1% |
Profitability | |
|---|---|
| Operating Margin | 7% |
| EBT Margin | 7% |
| Return on Equity | 5.64% |
| Return on Assets | 3.81% |
| Free Cashflow Yield | -2% |
Growth & Returns | |
|---|---|
| Price Change 1W | -0.60% |
| Price Change 1M | 4.1% |
| Price Change 6M | -15.6% |
| Price Change 1Y | -5.7% |
| 3Y Cumulative Return | 24% |
| 5Y Cumulative Return | 10.5% |
| 7Y Cumulative Return | 6.3% |
| 10Y Cumulative Return | 10.1% |
Cash Flow & Liquidity | |
|---|---|
| Cash Flow from Investing (TTM) | -1.93 kCr |
| Cash Flow from Operations (TTM) | 1.27 kCr |
| Cash Flow from Financing (TTM) | 514.62 Cr |
| Cash & Equivalents | 119.62 Cr |
| Free Cash Flow (TTM) | -675.82 Cr |
| Free Cash Flow/Share (TTM) | -7.95 |
Balance Sheet | |
|---|---|
| Total Assets | 21.82 kCr |
| Total Liabilities | 7.07 kCr |
| Shareholder Equity | 14.75 kCr |
| Current Assets | 6.67 kCr |
| Current Liabilities | 5.46 kCr |
| Net PPE | 3.77 kCr |
| Inventory | 3.89 kCr |
| Goodwill | 45.82 Cr |
Capital Structure & Leverage | |
|---|---|
| Debt Ratio | 0.05 |
| Debt/Equity | 0.08 |
| Interest Coverage | 8.16 |
| Interest/Cashflow Ops | 9.18 |
Dividend & Shareholder Returns | |
|---|---|
| Dividend/Share (TTM) | 2 |
| Dividend Yield | 0.62% |
| Shares Dilution (1Y) | 0.00% |
| Shares Dilution (3Y) | 0.00% |
Past Returns: Outperforming stock! In past three years, the stock has provided 24% return compared to 13.3% by NIFTY 50.
Balance Sheet: Strong Balance Sheet.
Smart Money: Smart money has been increasing their position in the stock.
Size: Market Cap wise it is among the top 20% companies of india.
Buy Backs: Company has bought back it's stock in the past which is a good thing.
Technicals: SharesGuru indicator is Bearish.
Past Returns: Outperforming stock! In past three years, the stock has provided 24% return compared to 13.3% by NIFTY 50.
Balance Sheet: Strong Balance Sheet.
Smart Money: Smart money has been increasing their position in the stock.
Size: Market Cap wise it is among the top 20% companies of india.
Buy Backs: Company has bought back it's stock in the past which is a good thing.
Technicals: SharesGuru indicator is Bearish.
Investor Care | |
|---|---|
| Dividend Yield | 0.62% |
| Dividend/Share (TTM) | 2 |
| Shares Dilution (1Y) | 0.00% |
| Earnings/Share (TTM) | 7.43 |
Financial Health | |
|---|---|
| Current Ratio | 1.22 |
| Debt/Equity | 0.08 |
Technical Indicators | |
|---|---|
| RSI (14d) | 58.8 |
| RSI (5d) | 78.79 |
| RSI (21d) | 63.08 |
| MACD Signal | Buy |
| Stochastic Oscillator Signal | Hold |
| SharesGuru Signal | Buy |
| RSI Signal | Hold |
| RSI5 Signal | Sell |
| RSI21 Signal | Hold |
| SMA 5 Signal | Buy |
| SMA 10 Signal |
Updated May 5, 2025
Exide Industries has seen a yearly decline of -14.74% and a -7.14% drop over the past 5 days.
The stock has dropped significantly with a 1-day return of -4.88% and a yearly decline of -26.32%.
Mutual Fund and Foreign Institutional Investor holdings have decreased to 12.37% and 11.72% respectively.
Summary of Exide Industries's latest earnings call, featuring management's outlook on business performance, financial results, and analyst Q&A sessions that highlight key strategic initiatives and market challenges.
In the earnings call for Q3 FY 2025-26, Exide Industries provided optimistic forward-looking statements, highlighting various growth opportunities. Management noted that nearly 92% of the business saw a 12% increase in top-line growth, driven by strong performance in Auto OEM and Auto Aftermarket, both achieving record revenues.
Despite some challenges, including a notable decline in the telecom and export sectors, overall revenue grew by approximately 5% year-on-year, with domestic growth excluding telecom at 10%. The auto OEM segment alone saw a remarkable growth of 25% year-on-year. The robust growth momentum is expected to continue into Q4, supported by increased automotive demand and recovering sectors like home inverters and solar.
Management details key metrics: the gross margin improved by 175 basis points sequentially, maintaining an EBITDA margin at 11.7%. The adjusted pretax profit increased by 12.8%, excluding one-time impacts. For the lithium-ion manufacturing project, an investment of INR 320 crores was made in Q3, with a total equity investment reaching INR 4,252 crores, as product validation from the cylindrical cell line is underway.
The outlook for the lead acid business remains positive due to an expected increase in automotive OEM demand and power backup solutions, alongside the launch of new product lines, including AGM batteries for premium vehicles and the PowerBox range of inverter batteries. Management anticipates high single-digit to early double-digit growth for the core business next year, highlighting a strategic focus on integrating cost-saving initiatives and maximising production efficiencies.
Understand Exide Industries ownership landscape with insights into key distribution patterns, offering investors a clear view of stakeholder dynamics.
| Shareholder Name | Holding % |
|---|---|
| Chloride Eastern Limited | 45.99% |
| Life Insurance Corporation Of India | 5.95% |
| Citibank N.A. | 0% |
Distribution across major stakeholders
Detailed comparison of Exide Industries against industry peers, highlighting key financial metrics, valuation ratios, and performance indicators to provide competitive context within the sector.
Ticker | Name | Mkt Cap | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
|---|---|---|---|---|---|---|---|---|---|
| TATACHEM | Tata Chemicals | 18.28 kCr | 14.97 kCr | -1.40% | -10.50% | 49.92 | 1.22 | - | - |
| EVEREADY | Eveready Industries India | 2.41 kCr |
Comprehensive comparison against sector averages
EXIDEIND metrics compared to Auto
| Category | EXIDEIND | Auto |
|---|---|---|
| PE | 45.74 | 41.13 |
| PS | 1.63 | 2.32 |
| Growth | 3.4 % | 11.1 % |
Exide Industries is a prominent player in the Auto Components & Equipments sector, recognized under the stock ticker EXIDEIND. The company boasts a substantial market capitalization of Rs. 32,070.5 Crores.
Exide Industries Limited specializes in the design, manufacture, marketing, and sale of lead acid storage batteries, serving both domestic and international markets. The company operates through two main segments: Automotive and Industrial. It provides a wide range of products, including:
Furthermore, Exide Industries is involved in the recycling of lead and lead alloys, the production of lithium-ion batteries, and the distribution of industrial battery chargers and rectifiers. The company is also engaged in energy storage solutions and non-conventional energy business, offering expertise in equipment selection, battery sizing, room layout, installation, and maintenance.
Exide's products are marketed under various brand names, including Exide, Index, Dynex, SF Sonic, Black Panther, Nexcharge, Chloride, and CEIL. These products cater to sectors such as power, solar, railways, telecom, and UPS projects.
Founded in 1916 and headquartered in Kolkata, India, Exide Industries was originally known as Chloride Industries Ltd. and rebranded in August 1995. The company has reported a trailing 12 months revenue of Rs. 17,149.7 Crores and has experienced revenue growth of 5.6% over the past three years.
Investors benefit from Exide Industries' commitment to returning capital through dividends, with a yield of 1.05% per year, having paid Rs. 4 per share in the last 12 months.
This is an informational page just to provide a quick 'first look' at the stock. You must do your own deeper research. Know your risk appetite. Consult a SEBI-registered financial advisor before making any investment decisions.
| Buy |
| SMA 20 Signal | Buy |
| SMA 50 Signal | Sell |
| SMA 100 Signal | Sell |
EXIDEIND vs Auto (2021 - 2026)
High Scoring Large Cap stocks have outperformed low scoring stocks by 90% over last 4 years
High Scoring Large Cap stocks have outperformed low scoring stocks by 90% over last 4 years
Exide Industries' share price has increased by 0.98% today, reaching Rs 355.25.
Acquisition • 24 Feb 2026 Please find letter enclosed w.r.t. further investment in Exide Energy Solutions Limited, wholly owned subsidiary of the Company. |
General • 16 Feb 2026 Please find enclosed letter with regard to one-on-one Investor/Analyst meet. |
Earnings Call Transcript • 09 Feb 2026 Please find enclosed Transcript of the Earnings Call held on 3rd February 2026. |
Analyst / Investor Meet • 03 Feb 2026 Please find enclosed audio recording of the Investor/Analyst meet held today i.e 3rd February 2026. |
Investor Presentation • 02 Feb 2026 Please find enclosed Investor Presentation w.r.t Investor/Analyst meet scheduled be held on 3rd February 2026. |
• 30 Jan 2026 |
This information is AI-generated and may contain inaccuracies. Please verify from multiple sources.
Siddhartha's Question: "Can you provide a breakup of revenue coming from telecom, solar, and exports, and when can we expect growth in these segments?"
Avik Roy's Answer: "Telecom and exports contribute about 7% to 8% of our turnover, with telecom declining due to a shift to lithium-ion. Exports are now 5% to 6%, impacted by geopolitical tensions. Our industrial business grew 13% in Q3, with solar recovering to 12% growth year-to-date. We believe this weakness has bottomed out and expect growth as tariff barriers ease."
Siddhartha's Follow-up: "What is the current contribution from solar, and how much cost from commodity increases remains unpassed?"
Avik Roy's Answer: "Solar currently accounts for 4% to 5% of our total revenue. Despite commodity cost pressures, we absorbed increases this quarter to benefit customers from GST reductions. We expect to continue passing on costs gradually, with a 100 to 150 basis points improvement in margins next year."
Vinay Singh's Question: "What percentage of revenue is generated from industrial segments like railways, and do we face risk from industries shifting to lithium?"
Avik Roy's Answer: "The industrial sector constitutes about 30% of our revenue. Railways have increased spending due to policy changes on battery replacements, and we offer lead-acid solutions while developing lithium for future needs. We're well-positioned for mixed demand in data centers, balancing lead and lithium usage."
Vinay Singh's Follow-up: "What is our current data center revenue and timeline for lithium dispatches?"
Avik Roy's Answer: "Data center revenues are approximately INR 75 to 100 crores per quarter. For lithium deliveries, we expect samples to go to customers shortly, with potential commercial dispatches by the end of this financial year, aligning with customer testing cycles."
Vibhav's Question: "Can we discuss the stability of the telecom business and the outlook for replacement demand?"
Avik Roy's Answer: "Telecom now contributes just 1% of our revenue, and while it's stabilizing, we anticipate further shifts to lithium. Regarding replacement demand, the automotive sector has recovered strongly, and we've seen consistent growth leading us to remain optimistic about future aftermarket performance."
Pramod Amthe's Question: "What's the timeline for utilizing the INR 1400 crores approved for lithium?"
Avik Roy's Answer: "We've approved INR 1400 crores for the fiscal year, with timing based on capital needs for commissioning and managing working capital effectively."
Distribution across major institutional holders
| 1.43 kCr |
| +2.60% |
| +6.80% |
| 60 |
| 1.68 |
| - |
| - |
| NIPPOBATRY | Indo National | 252.34 Cr | 451.74 Cr | -11.40% | -26.60% | -47.12 | 0.56 | - | - |
| -5.8% |
| 3,923 |
| 4,165 |
| 4,338 |
| 4,090 |
| 3,791 |
| 4,158 |
| Profit Before exceptional items and Tax | 15.9% | 293 | 253 | 385 | 289 | 238 | 333 |
| Exceptional items before tax | - | -10.38 | 0 | 0 | 0 | 0 | 0 |
| Total profit before tax | 11.9% | 283 | 253 | 385 | 289 | 238 | 333 |
| Current tax | 14.1% | 98 | 86 | 118 | 89 | 92 | 109 |
| Deferred tax | -46.9% | -10.27 | -6.67 | -7.44 | 12 | -12.79 | -10.5 |
| Total tax | 10.1% | 88 | 80 | 110 | 102 | 80 | 99 |
| Total profit (loss) for period | 12.1% | 195 | 174 | 275 | 188 | 158 | 233 |
| Other comp. income net of taxes | 89% | -46.53 | -430.51 | 967 | 505 | -760.07 | 955 |
| Total Comprehensive Income | 157% | 148 | -256.87 | 1,241 | 693 | -601.63 | 1,188 |
| Earnings Per Share, Basic | -198% | 0 | 2.02 | 3.21 | 2.2 | 1.84 | 2.72 |
| Earnings Per Share, Diluted | -198% | 0 | 2.02 | 3.21 | 2.2 | 1.84 | 2.72 |
| 7.4% |
| 1,056 |
| 983 |
| 872 |
| 789 |
| 722 |
| 666 |
| Finance costs | -10.4% | 44 | 49 | 30 | 38 | 24 | 9.4 |
| Depreciation and Amortization | 1.4% | 504 | 497 | 456 | 413 | 379 | 363 |
| Other expenses | 6.8% | 2,250 | 2,107 | 1,953 | 1,622 | 1,384 | 1,559 |
| Total Expenses | 3.7% | 15,243 | 14,704 | 13,509 | 11,437 | 9,088 | 8,864 |
| Profit Before exceptional items and Tax | 2.2% | 1,441 | 1,410 | 1,215 | 1,025 | 1,018 | 1,057 |
| Exceptional items before tax | - | 0 | 0 | 0 | 4,694 | 0 | -21.7 |
| Total profit before tax | 2.2% | 1,441 | 1,410 | 1,215 | 5,719 | 1,018 | 1,035 |
| Current tax | 0.3% | 387 | 386 | 324 | 1,073 | 286 | 281 |
| Deferred tax | 23.7% | -22.23 | -29.45 | -12.2 | -37.5 | -26.16 | -71.24 |
| Total tax | 2.2% | 365 | 357 | 311 | 1,035 | 260 | 210 |
| Total profit (loss) for period | 2.3% | 1,077 | 1,053 | 904 | 4,684 | 758 | 826 |
| Other comp. income net of taxes | -62% | 398 | 1,045 | -291.98 | -801.46 | 9.12 | -17.78 |
| Total Comprehensive Income | -29.7% | 1,475 | 2,097 | 612 | 3,882 | 767 | 808 |
| Earnings Per Share, Basic | 2.5% | 12.67 | 12.39 | 10.63 | 55.1 | 8.92 | 9.71 |
| Earnings Per Share, Diluted | 2.5% | 12.67 | 12.39 | 10.63 | 55.1 | 8.92 | 9.71 |
| -2.2% |
| 2,797 |
| 2,861 |
| 2,817 |
| 2,846 |
| 2,916 |
| 2,825 |
| Capital work-in-progress | -2.9% | 134 | 138 | 231 | 202 | 90 | 101 |
| Investment property | - | 0 | 0 | 0 | 0 | 0 | 0 |
| Non-current investments | 12% | 11,009 | 9,831 | 9,573 | 8,370 | 7,388 | 5,788 |
| Loans, non-current | - | 0 | 0 | 0 | 0 | 0 | 0 |
| Total non-current financial assets | 12% | 11,034 | 9,855 | 9,597 | 8,392 | 7,410 | 5,809 |
| Total non-current assets | 8.7% | 14,024 | 12,900 | 12,708 | 11,548 | 10,519 | 8,936 |
| Total assets | 4% | 19,581 | 18,819 | 18,273 | 16,866 | 16,062 | 14,051 |
| Total non-current financial liabilities | -1% | 385 | 389 | 395 | 398 | 402 | 13 |
| Provisions, non-current | 5.4% | 79 | 75 | 66 | 60 | 62 | 58 |
| Total non-current liabilities | 15.2% | 547 | 475 | 522 | 470 | 472 | 342 |
| Total current financial liabilities | -3.9% | 3,078 | 3,203 | 2,925 | 2,694 | 2,436 | 1,899 |
| Provisions, current | 5.3% | 415 | 394 | 352 | 318 | 294 | 280 |
| Current tax liabilities | - | 7.14 | - | 28 | - | 0 | 0 |
| Total current liabilities | -5.4% | 3,692 | 3,902 | 3,555 | 3,259 | 2,951 | 2,499 |
| Total liabilities | -3.1% | 4,240 | 4,377 | 4,077 | 3,729 | 3,423 | 2,841 |
| Equity share capital | 0% | 85 | 85 | 85 | 85 | 85 | 85 |
| Total equity | 6.2% | 15,341 | 14,442 | 14,196 | 13,137 | 12,639 | 11,210 |
| Total equity and liabilities | 4% | 19,581 | 18,819 | 18,273 | 16,866 | 16,062 | 14,051 |
| 0.5% |
| 373 |
| 371 |
| 321 |
| 1,048 |
| - |
| - |
| Net Cashflows From Operating Activities | -35% | 1,298 | 1,997 | 848 | 12 | - | - |
| Cashflows used in obtaining control of subsidiaries | -28.8% | 1,000 | 1,405 | 797 | 98 | - | - |
| Proceeds from sales of PPE | 225.9% | 17 | 5.91 | 22 | 1.2 | - | - |
| Purchase of property, plant and equipment | -10% | 441 | 490 | 372 | 582 | - | - |
| Proceeds from sales of investment property | - | 0 | 0 | 28 | 0 | - | - |
| Cash receipts from repayment of advances and loans made to other parties | - | 100 | 0 | 0 | 0 | - | - |
| Dividends received | -5.3% | 19 | 20 | 20 | 12 | - | - |
| Interest received | 1150% | 2 | 1.08 | 0.66 | 0.76 | - | - |
| Other inflows (outflows) of cash | - | 0 | 0 | 2.8 | 2.83 | - | - |
| Net Cashflows From Investing Activities | 27% | -1,180.25 | -1,617.15 | -887.79 | 273 | - | - |
| Repayments of borrowings | - | 0 | 0 | 10 | 0 | - | - |
| Payments of lease liabilities | -18.9% | 44 | 54 | 31 | 30 | - | - |
| Dividends paid | 0% | 170 | 170 | 0 | 170 | - | - |
| Interest paid | 76.1% | 10 | 6.11 | 5.51 | 14 | - | - |
| Net Cashflows from Financing Activities | 2.7% | -223.85 | -230.05 | -46.08 | -214.26 | - | - |
| Net change in cash and cash eq. | -172.4% | -106.18 | 149 | -85.5 | 71 | - | - |
Acquisition • 28 Jan 2026 Please find enclosed letter w.r.t. further investment in wholly owned subsidiary of the Company, Exide Energy Solutions Limited. |