Exide Industries Limited

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nce 06 Financial Performance 02 03 Stability and Trust 07 New Energy Business Strategic Enablers 08 Growing Responsibly 04 Business Presence & Growth Levers 09 Summary 05 New Launches, Outreach &

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New Energy Business Strategic Enablers 08 Growing Responsibly 04 Business Presence & Growth Levers 09 Summary 05 New Launches, Outreach & Digitization Exide Industries | Investor Presentation | Q4 F

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es | Investor Presentation | Q4 FY26 Stability and Trust Delivering Sustainable Growth Particulars 20 Years CAGR Growth (in times) 25 Years CAGR Growth (in times) • Profitable since inception Reve

13.4%

CAGR Growth (in times) 25 Years CAGR Growth (in times) • Profitable since inception Revenue 13.4% 12 x 12.3% 18 x • Disciplined capital allocation EBITDA 11.5% 9 x 11.2% 14 x PAT 12.7%

12.3%

(in times) 25 Years CAGR Growth (in times) • Profitable since inception Revenue 13.4% 12 x 12.3% 18 x • Disciplined capital allocation EBITDA 11.5% 9 x 11.2% 14 x PAT 12.7% 11 x 14.0%

11.5%

table since inception Revenue 13.4% 12 x 12.3% 18 x • Disciplined capital allocation EBITDA 11.5% 9 x 11.2% 14 x PAT 12.7% 11 x 14.0% 27 x • Healthier cash flow generation • Debt-free bal

11.2%

inception Revenue 13.4% 12 x 12.3% 18 x • Disciplined capital allocation EBITDA 11.5% 9 x 11.2% 14 x PAT 12.7% 11 x 14.0% 27 x • Healthier cash flow generation • Debt-free balance sheet

12.7%

13.4% 12 x 12.3% 18 x • Disciplined capital allocation EBITDA 11.5% 9 x 11.2% 14 x PAT 12.7% 11 x 14.0% 27 x • Healthier cash flow generation • Debt-free balance sheet • Consistent divid

14.0%

12.3% 18 x • Disciplined capital allocation EBITDA 11.5% 9 x 11.2% 14 x PAT 12.7% 11 x 14.0% 27 x • Healthier cash flow generation • Debt-free balance sheet • Consistent dividend payouts

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R Periods Exide’s Share Price Nifty 50 BSE Sensex (30) Nifty 500 Nifty Mid Cap 150* 25 Years 19.0% 12.6% 12.7% 13.5% NA* 20 Years 16.7% 9.9% 9.7% 9.8% 11.4% * Note: Nifty Mid Cap 150 sta

12.6%

Exide’s Share Price Nifty 50 BSE Sensex (30) Nifty 500 Nifty Mid Cap 150* 25 Years 19.0% 12.6% 12.7% 13.5% NA* 20 Years 16.7% 9.9% 9.7% 9.8% 11.4% * Note: Nifty Mid Cap 150 started sin

13.5%

e Price Nifty 50 BSE Sensex (30) Nifty 500 Nifty Mid Cap 150* 25 Years 19.0% 12.6% 12.7% 13.5% NA* 20 Years 16.7% 9.9% 9.7% 9.8% 11.4% * Note: Nifty Mid Cap 150 started since FY06,. Henc

“Exide Industries | Investor Presentation | Q4 FY26 Growth Levers: Pillars of Demand Acceleration Automotive Expansion Solar Power Industrial Infrastructure 28% → 18% GST Reduction • Rural recovery & deeper upcountry 40 GW Strong Capex Cycle MNRE’s 2026 Rooftop Solar Target • GST cut from 12% to 5% to improve Across Public & Private Sector • Infra and industrial capex driving backup and motive-power demand.”

“• Growing vehicle exports to support • • 500 GW RE target by 2030 to drive • Railway electrification supporting structural demand.”

“in Cr.) and Margin (%)  4.1% 17,269 16,588 EBITDA margin (%) 11.2% 11.7% 11.4% 11.3%  2.6% 1,943 1,893  9.4% 4,551 4,159  13.7% 530 467 Q4 FY25 Q4 FY26 FY25 FY26 Q4 FY25 Q4 FY26 FY25 FY26 PBT (Rs.”

“in Cr.) and Margin (%) PBT margin (%) 8.2% 9.2% 8.7% 8.7% PAT margin (%) 6.1% 6.9% 6.5%  4.1% 1,500 1,441  22.6% 420 343 1,077  22.7% 312 255 6.4%  3.2% 1,111 Q4 FY25 Q4 FY26 FY25 FY26* Q4 FY25 Q4 FY26 FY25 FY26 * PBT for FY26 is before exceptional item of Rs.”

“Exide Industries | Investor Presentation | Q4 FY26 Key Ratios and Balance Sheet Position EBITDA (%) ROCE* (%) FY26 11.3% FY25 11.4% ➢ Improving ROCE in core business ➢ Robust balance sheet position 28.8% 26.0 % with zero debt ➢ Working capital improved Working Capital Usage (%) 7.3% 11.3% ➢ Improved asset turnover ratio Asset Turnover Ratio* (times) 3.4 x 3.1 x * Note: These are calculated for the core business excluding investments in HDFC Life and EESL project.”

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

Energy solutions across

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Energy solutions across

• Industrial UPS batteries • Catering major SUVs, • Presence in 70+ countries. • Railways & Metro • • • • Traction Submarine Power & Projects Telecom for critical power backup MUVs, top PVs, and modern applications. CVs. • Leveraging technology partnerships and portfolio • Supports data centres, • 100% SOB (Share of depth. BFSI, IT, healthcare and Business) for key new commercial infrastructure. models with large OEMs. Exide Industries | Investor Presentation | Q4 FY26 Growth Levers: Pillars of Demand Acceleration Automotive Expansion Solar Power Industrial Infrastructure 28% → 18% GST Reduction • Rural recovery & deeper upcountry 40 GW Strong Capex Cycle MNRE’s 2026 Rooftop Solar Target • GST cut from 12% to 5% to improve Across Public & Private Sector • Infra and industrial capex driving backup and motive-power demand. reach affordability. • Low PV ownership and rising affordability to drive demand. • Growing vehicle exports to support • • 500 GW RE target by 2030 to drive • Railway