Exide Industries Q1 FY26 Results Show 24% PAT Growth

Exide Industries Limited, one of India’s leading storage battery and energy solutions providers, announced its Q1 FY26 results on 5th August 2025, showcasing a strong growth in profitability with moderate revenue expansion. The company posted robust financial numbers for the quarter ended 30th June 2025, reflecting consistent operational performance in a challenging market environment.

The company reported a Profit After Tax (PAT) of ₹272.99 crores, compared to ₹220.06 crores in the same quarter last year, marking a 24.05% year-on-year (YoY) increase in profits. Meanwhile, the revenue from operations rose 5.85% YoY, reaching ₹4,695.12 crores in Q1 FY26 against ₹4,435.71 crores in Q1 FY25.

Exide Industries Q1 FY26 Consolidated Financial Performance

The consolidated financial performance of Exide Industries in Q1 FY26 reflects the company’s ability to maintain profitability growth despite a relatively modest increase in revenue. Here are the consolidated financial highlights:

Key Highlights (YoY Comparison):

• Revenue Growth: 5.85%

• Profit Before Tax (PBT) Growth: 15.62%

• Profit After Tax (PAT) Growth: 24.05%

The data suggests that Exide Industries has effectively improved its margins, with a higher growth rate in profit compared to revenue. This could be attributed to cost optimization, operational efficiency, and stable demand in the energy storage market.

Exide Industries Q1 FY26 Standalone Financial Performance

The standalone results of Exide Industries also present a healthy improvement in profitability, though revenue growth remains modest. Here are the standalone figures:

Key Highlights (YoY Comparison):

• Standalone Revenue Growth: 4.57%

• Standalone PBT Growth: 11.38%

• Standalone PAT Growth: 14.62%

Notably, standalone PAT is higher than the consolidated PAT, which indicates that subsidiary and associate performances may have slightly offset the consolidated net profit, possibly due to higher costs or reduced contributions from non-core operations.

Exide Industries Q1 FY26 Highlights

1. Robust Profit Growth: Consolidated PAT grew 24.05% YoY to ₹272.99 crores.

2. Moderate Revenue Expansion: Revenue grew 5.85% YoY to ₹4,695.12 crores.

3. Standalone Performance: PAT improved 14.62% YoY to ₹320.45 crores, with revenue at ₹4,509.81 crores.

4. Margin Efficiency: PAT growth outpaced revenue growth, reflecting improved operational margins.

Exide Industries Share Price Performance

Following the announcement of the Q1 FY26 results, Exide Industries’ shares witnessed some volatility in trading.

• Opening Price (5th August 2025): ₹391.35 per share

• Current Trading Price: ₹384.90 per share

This indicates that initial gains were wiped out, and the share is currently trading lower than its opening price.

Exide Industries Long-Term Share Performance

Over different time horizons, Exide Industries’ stock has delivered varied returns to investors:

• 1-Year Returns: -20.70%

• 5-Year Returns: 137.74%

• Maximum Timeframe Returns: 5,486.36%

The long-term trajectory shows exceptional wealth creation for early investors, but recent short-term performance reflects market volatility and sectoral challenges.

Factors Driving Exide Industries’ Q1 FY26 Performance

Several factors have contributed to Exide Industries’ Q1 FY26 performance:

1. Sustained Demand in Automotive and Industrial Segments
   Exide continues to be a market leader in automotive and industrial batteries, which remains the core revenue driver.

2. Operational Efficiency and Cost Management
   Despite modest revenue growth, PAT growth of 24.05% suggests strong cost control and improved margins.

3. Growing Presence in Energy Storage Solutions
   The company’s focus on renewable energy storage, EV batteries, and advanced technology solutions could have supported margins.

4. Challenging Market Conditions
   While demand recovery is ongoing, input costs and market volatility remain potential risks for revenue expansion.

Investment Perspective on Exide Industries

Exide Industries remains a long-term value stock due to its strong market presence, consistent profitability, and growth in energy storage solutions. However, investors should note the following:

• Short-Term Volatility: 1-year returns of -20.70% indicate market uncertainty.

• Long-Term Wealth Creation: 5,486.36% maximum returns demonstrate strong historical growth.

• Moderate Revenue Growth: Despite a significant PAT rise, revenue growth is only 5.85%, indicating dependency on margin efficiency rather than volume growth.

Investors must conduct thorough research and consider market risks before taking new positions in Exide Industries shares.

Conclusion

Exide Industries’ Q1 FY26 results highlight a robust 24.05% PAT growth with modest 5.85% revenue growth, underlining the company’s operational strength and profitability focus. Despite short-term market volatility in its share price, the company continues to deliver long-term value to shareholders. With strategic expansion in energy storage and EV battery solutions, Exide Industries is well-positioned to leverage future growth opportunities in India’s evolving energy and mobility landscape.

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