Exide Industries Limited

Rs.30,638 Crore

spect Manufacturing Prowess Financial Strength Sustainability Focus 66 Mn Automotive Battery Rs.30,638 Crore* Market Cap 20% Renewable energy consumption 7.6 Bn Ah Industrial Battery Rs.16,588 Crore Reven

20%

Financial Strength Sustainability Focus 66 Mn Automotive Battery Rs.30,638 Crore* Market Cap 20% Renewable energy consumption 7.6 Bn Ah Industrial Battery Rs.16,588 Crore Revenues 346 KMT Lea

Rs.16,588 Crore

tery Rs.30,638 Crore* Market Cap 20% Renewable energy consumption 7.6 Bn Ah Industrial Battery Rs.16,588 Crore Revenues 346 KMT Lead Recycling Distribution Reach >1,00,000 pan India Dealer Network Rs.1,8

Rs.1,893 Crore

Crore Revenues 346 KMT Lead Recycling Distribution Reach >1,00,000 pan India Dealer Network Rs.1,893 Crore EBITDA Rs.1,441 Crore PBT 75% of Recycled Lead Consumption 3.75 Lakh+ lives touched by CSR i

Rs.1,441 Crore

Lead Recycling Distribution Reach >1,00,000 pan India Dealer Network Rs.1,893 Crore EBITDA Rs.1,441 Crore PBT 75% of Recycled Lead Consumption 3.75 Lakh+ lives touched by CSR initiatives INR 3,602 C

75%

istribution Reach >1,00,000 pan India Dealer Network Rs.1,893 Crore EBITDA Rs.1,441 Crore PBT 75% of Recycled Lead Consumption 3.75 Lakh+ lives touched by CSR initiatives INR 3,602 Cr. alread

3.75 Lakh

dia Dealer Network Rs.1,893 Crore EBITDA Rs.1,441 Crore PBT 75% of Recycled Lead Consumption 3.75 Lakh+ lives touched by CSR initiatives INR 3,602 Cr. already invested in Green Technology Solution

INR 3,602

1,441 Crore PBT 75% of Recycled Lead Consumption 3.75 Lakh+ lives touched by CSR initiatives INR 3,602 Cr. already invested in Green Technology Solution * as on 28th March 2025 Investor Presentation

40%

r CV Con-Cast for CV Phase I – Ramped up in Jan’25 Phase I – Ramped up in Jan’25 Current status – 40% achieved Current status – 40% achieved Phase II – Expected in Q4 FY26 Phase II – Expected in Q4 FY

500GW

eeds in BFSI, hospitals, etc. • Rising temperatures, adverse weather conditions • India’s 500GW RE ambition by 2030 • MNRE’s roof-top solar • Increased requirement for safer and durable ba

40GW

r • Increased requirement for safer and durable backups • Increasing consumer need target of 40GW by 2026 for uninterrupted power supply • Increased financial support under the PM Surya Gh

rs 1 lakh

Hyperlocal marketing M T G Focussed channel strategy to serve rural markets and fleet operators 1 lakh+ partners is digitally enabled with mobile apps To increase footfalls and enquires from local

“• Data Centers: Increasing cloud adoption ~20% CAGR expected in DC capacity in medium-term • BESS: Higher mix of RE driving growth of BESS solutions • Railways: 100% electrification of railway routes planned by FY261 • Traction: Material Handling Equipment demand growth across end-user segments (Airport/ Retail/ Warehouse/ Logistics Centres) • Projects: Govt.”

“4 Lines planned for capacity of 6 GWh in Phase-1 • Setting up of 12 GWh green field project for li-ion cell manufacturing in 2 Phases • Offer complete end to end solution: from cell to system - “molecule to megawatt”  Leading li-ion cell manufacturer with ~3,000 team members and ~500 experts in li-ion battery R&D  Multi-year technical collaboration for li-ion cell technology • Equity invested of Rs.”

“Y-o-Y +4% Q-o-Q +8% Y-o-Y -10% Q-o-Q +4% Y-o-Y -10% Q-o-Q +5% 1 Revenue from Operations Investor Presentation | EIL | May 2025 35 35 FY25 performance highlights S a l e s 1 E B I T D A P B T I N R 1 6 , 5 8 8 C r .”

“Cr.) CAGR: 13.4% 9 2 0 , 6 1 8 8 5 , 6 1 2 9 5 , 4 1 0 1 4 , 2 1 1 4 0 0 1 , EBITDA (Rs.”

“Cr.) CAGR: 8.7% 1 7 8 , 1 3 9 8 , 1 8 6 5 , 1 6 5 3 , 1 8 9 3 , 1 Profit Before Tax (Rs.”

“Cr.) CAGR: 9.1% 1,500 1,300 1,100 900 700 500 300 8 1 0 , 1 6 2 0 , 1 0 1 4 , 1 1 4 4 , 1 5 1 2 , 1 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 • Strategic initiatives to boost sales and control costs enabled company to deliver consistent performance • Generated positive cash flows for last 10+ years • Zero debt company since 20121 • Healthy profit generation despite challenging macro environment in past few years 1.”

“Crore) 30,638 Others 25% FIIs 12% DIIs 17% * as on 28th March 2025 Investor Presentation | EIL | May 2025 39 39 Sustainability and CSR Sustainability is core to our business and strategy E N V I R O N M E N T S O C I A L G O V E R N A N C E • 20% energy consumption from renewable sources in FY25 • 75% Recycled lead & lead alloys • ~17% Recycled plastics • 15% of last-mile deliveries are via EVs.”

“We cannot guarantee that these forward- looking statements will be realised, although we believe we have been prudent in our assumptions.”

Mobile apps

1

Green Technology Solutions

1

Continue to maintain

1

Mobile apps

• Faster resolution with higher transparency • Stronger after-sale support Partnered with financial institutions to provide financing options to primary and secondary channel partners Investor Presentation | EIL | May 2025 17 17 Institutional Business (B2B) Mega trends: In a strong position to capitalise on the opportunity Automotive OEMs Digitalisation & Energy Transition Automation Infra Investment • Rising urbanization driving demand for personal mobility • Improving rural income to drive 2Ws, CVs, 3Ws, tractors. • Increase in infrastructure development spend by govt. • Data Centers: Increasing cloud adoption ~20% CAGR expected in DC capacity in medium-term • BESS: Higher mix of RE driving growth of BESS solutions • Railways: 100% electrification of railway routes planned by FY261 • Traction: Material Handling Equipment demand growth across end-user segments (Airport/ Retail/ Warehouse/ Logistics Centres) • Projects: Govt. impetus on infra spending2 - outlay for metro projects & urb

Green Technology Solutions

Lithium-ion Cells & Batteries India’s electrification demand expected to be 120 GWh by 2030 Key growth drivers Strong policy & regulatory support • Auto PLI • State EV policies • Subsidies and benefits Market adoption drivers across user segments • 2W & 3W: Personal, B2B, e-commerce • 4W: Personal, taxi fleet • CV: Last mile connectivity • Renewables: Increased Government focus • Telecom: 5G roll-out Investor Presentation | EIL | May 2025 26 26 Li-ion battery demand for Automotive and Industrials expected to be 120 GWh by 2030 Exide is in advanced stages of setting the cell manufacturing facility Wholly owned subsidiary Exide Energy Solutions Ltd Technical Collaboration with SVOLT Technology Solutions Ltd. 4 Lines planned for capacity of 6 GWh in Phase-1 • Setting up of 12 GWh green field project for li-ion cell manufacturing in 2 Phases • Offer complete end to end solution: from cell to system - “molecule to megawatt”  Leading li-ion cell manufacturer with ~3,000 team members and ~50

Continue to maintain

• Zero Debt : Equity • Healthy return ratios • Efficient WC management • Strong cash flow generation • Internal Accruals funding new projects from • *RoCE is calculated as Profit Before Interest and Tax divided by average capital employed (excluding stake in HDFC Life Insurance Ltd and Exide Life Insurance) • ^Lower operating cash flow in FY24-25 was due to higher working capital requirement Investor Presentation | EIL | May 2025 37 37 Consistent financial performance delivered over the years Revenues (Rs. Cr.) CAGR: 13.4% 9 2 0 , 6 1 8 8 5 , 6 1 2 9 5 , 4 1 0 1 4 , 2 1 1 4 0 0 1 , EBITDA (Rs. Cr.) CAGR: 8.7% 1 7 8 , 1 3 9 8 , 1 8 6 5 , 1 6 5 3 , 1 8 9 3 , 1 Profit Before Tax (Rs. Cr.) CAGR: 9.1% 1,500 1,300 1,100 900 700 500 300 8 1 0 , 1 6 2 0 , 1 0 1 4 , 1 1 4 4 , 1 5 1 2 , 1 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 • Strategic initiatives to boost sales and control costs enabled company to deliver consistent performance • Generated positive cash fl