EXIDEINDNSEQ2 FY2617 November 2025

Exide Industries Limited

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Key numbers — 32 extracted
28%
025 7 Leveraging long term Growth Drivers Mobility Solar Infrastructure ▪ GST reduction from 28% to ▪ GST reduced from 12% to ▪ Railways: ~100% electrification 18% across battery types 5% o
12%
m Growth Drivers Mobility Solar Infrastructure ▪ GST reduction from 28% to ▪ GST reduced from 12% to ▪ Railways: ~100% electrification 18% across battery types 5% on Solar combo packs anticip
100%
lity Solar Infrastructure ▪ GST reduction from 28% to ▪ GST reduced from 12% to ▪ Railways: ~100% electrification 18% across battery types 5% on Solar combo packs anticipated by FY26 ▪ Improv
18%
ture ▪ GST reduction from 28% to ▪ GST reduced from 12% to ▪ Railways: ~100% electrification 18% across battery types 5% on Solar combo packs anticipated by FY26 ▪ Improving Rural sentiment an
5%
28% to ▪ GST reduced from 12% to ▪ Railways: ~100% electrification 18% across battery types 5% on Solar combo packs anticipated by FY26 ▪ Improving Rural sentiment and ▪ Focus on Renewable
15%
icipated by FY26 ▪ Improving Rural sentiment and ▪ Focus on Renewable Energy: ▪ Traction: ~10-15% Material Handling penetration to drive growth across ambition 500 GW (2030) Equipment electrif
500 GW
ble Energy: ▪ Traction: ~10-15% Material Handling penetration to drive growth across ambition 500 GW (2030) Equipment electrification 2W, Tractors and LCVs ▪ MNRE’s roof-top solar target ▪ Data C
20%
Equipment electrification 2W, Tractors and LCVs ▪ MNRE’s roof-top solar target ▪ Data Centers: ~20% CAGR (medium ▪ Manufacturing sophisticated 40 GW (2026) term); Increasing cloud adoption and p
40 GW
MNRE’s roof-top solar target ▪ Data Centers: ~20% CAGR (medium ▪ Manufacturing sophisticated 40 GW (2026) term); Increasing cloud adoption and per capita data consumption batteries with greater
rs,
xide Industries | November 2025 11 Digitization to empower our Ecosystem Apps for Channel Partners, Influencers, Sales team Google Search Page for Dealers ✓ 2,000+ dealers live ✓ Unique leads every
2%
13 Key Financial Highlights (Standalone) 14 Q2 FY26 Performance Highlights Revenue (INR Cr.) -2% 4,267 4,178 Q2 ‘25 Q2 ‘26 -25% 399 9.4% Q2 ‘25 298 7.1% Q2 ‘26 PBT (INR Cr.) PBT Marg
25%
dalone) 14 Q2 FY26 Performance Highlights Revenue (INR Cr.) -2% 4,267 4,178 Q2 ‘25 Q2 ‘26 -25% 399 9.4% Q2 ‘25 298 7.1% Q2 ‘26 PBT (INR Cr.) PBT Margin % EBITDA (INR Cr.) EBITDA Marg
Guidance — 1 items
Green Technology Solutions
opening
We cannot guarantee that these forward- looking statements will be realised, although we believe we have been prudent in our assumptions.
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Speaking time
Green Technology Solutions
1
Opening remarks
Green Technology Solutions
Lithium-ion Cells & Batteries 19 Exide Energy (EESL) – Critical Milestones Achieved Facility Equipment Supply Chain Organization ▪ Nearing 100% utility readiness across CYL, PMT lines ▪ On-going equipment trials leading up to start of production ▪ Line 1 equipment ▪ 30+ MPA signed ▪ Additional 50+ visas nearing commissioning completion - product validation trials to be initiated starting Q3 ▪ Line 2, 3, 4 nearing installation completion – commissioning activities ongoing in parallel ▪ Line 1 , 2 majority material received on site ▪ Line 3 , 4 dispatch under planning, onsite arrival expected in line with SOP plan secured, onsite arrival expected in line with SOP plan ▪ 300+ Shopfloor Operator Associates onboarded – undergoing training & supporting onsite activities Investor Presentation | Exide Industries | November 2025 20 L1 – commissioning near completion L2 – installation completed, commissioning on-going Electrode Assembly Formation Line 1: Line 2: Investor Presentation | Exide Ind
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