Slides
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1 I n v e s t o r P r e s e n t a t i o n E x i d e I n d u s t r i e s L i m i t e d N o v e m b e r 2 0 2 5
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2 1 AGENDA Business Overview 2 Strategic Imperatives 3 Key Financial Highlights 4 New Business: Green Technology Solutions 5 Sustainability Initiatives & CSR
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3 3 Business Overview
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4 Investor Presentation | Exide Industries | November 2025 India moves on Exide Exide Industries Limited Legacy of 75+ years of operations in India Diversified product portfolio, with batteries from 2.5Ah to 20,200Ah Presence in 60+ countries 11 manufacturing plants at strategic locations 5 global strategic technical collaborations Debt-free company Listed on stock exchanges since 1979 Profitable since inception Long-term rating: ICRA AAA/Stable Short-term rating: ICRA A1+ Only battery manufacturer to have 3 large lead recycling plants
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5 Investor Presentation | Exide Industries | November 2025 Key Verticals – Market Trend (Q2 FY26) and Outlook (Q3 FY26) Trade (B2C) 4-Wheeler 2-Wheeler I-UPS Solar Home UPS Trend Q2FY26 Outlook Q3FY26 Telecom Industrial Infra Trend Q2FY26 Outlook Q3FY26 Exports 4-Wheeler 2-Wheeler Institutional (B2B) Trend Q2FY26 Outlook Q3FY26International
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6 6 Strategic Imperatives
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7 Investor Presentation | Exide Industries | November 2025 Strategy framework: well-positioned to deliver results Revenue Growth Customer Centricity Sustained Profitable Growth 1 2 3 4 ▪ Target white spaces in channels / regions ▪ Leverage existing strengths / network ▪ Operational efficiencies ▪ Process stability and cost savings ▪ Direct touchpoints with end customers ▪ Building on Brand legacy Growth Focused Digitization ▪ Sales force enablement ▪ Channel partner enablement Return Focused Process Automation Reinforced by key enablers
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8 Investor Presentation | Exide Industries | November 2025 Leveraging long term Growth Drivers Mobility Solar ▪ GST reduction from 28% to 18% across battery types ▪ Improving Rural sentiment and penetration to drive growth across 2W, Tractors and LCVs ▪ Manufacturing sophisticated batteries with greater efficiency, reduced emissions and extended durability for OEMs ▪ GST reduced from 12% to 5% on Solar combo packs ▪ Focus on Renewable Energy: ambition 500 GW (2030) ▪ MNRE’s roof-top solar target 40 GW (2026) ▪ Financial support provided by the ‘PM Surya Ghar’ scheme Infrastructure ▪ Railways: ~100% electrification anticipated by FY26 ▪ Traction: ~10-15% Material Handling Equipment electrification ▪ Data Centers: ~20% CAGR (medium term); Increasing cloud adoption and per capita data consumption ▪ Government focus on projects, urban infra
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9 Investor Presentation | Exide Industries | November 2025 Executing short to medium term Growth Levers Target ‘share of counters’ in identified white-spaces Increase upcountry reach through Rural initiatives ✓ Identification of whitespaces & Dealer appointments ✓ Increasing Village-level outreach via ‘Exide Battery Champions’ Leveraging OEM relationships to increase share ✓ Maruti E-Vitara launched with 100% EIL Aux battery ✓ TATA Sierra to re- launch with 100% share for EIL Exclusive products launched in specific channels ✓ Introduced “Invazen” range, exclusive to the White Goods channel ✓ Covering high potential cities, reaching key stores ✓ Influencer based programs to increase outreach
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10 Investor Presentation | Exide Industries | November 2025 Customer centricity at our core ‘Batmobile’ platform for rapid response Reaching Customers through E-commerce platforms ✓ Available on Amazon and Flipkart ✓ Average User rating 4+
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11 Investor Presentation | Exide Industries | November 2025 Reaching out to Customers via traditional and digital media Cricket -Television Properties Home Inverter Ad-campaign
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12 Investor Presentation | Exide Industries | November 2025 Digitization to empower our Ecosystem Apps for Channel Partners, Influencers, Sales team Google Search Page for Dealers Dealer Microsite ✓ 2,000+ dealers live ✓ Unique leads every month Automated alerts and feedback mechanism
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13 Investor Presentation | Exide Industries | November 2025 Process Automation for Operational efficiencies Deskilling | Safety | Material transfer | Process stability | Higher productivity ✓ Punched Grid ✓ Robotic Palletizing and Depalletizing ✓ Sticker print & apply with robot ✓ Robotic vision systems
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14 Key Financial Highlights (Standalone)
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15 Investor Presentation | Exide Industries | November 2025 Q2 FY26 Performance Highlights 4,267 4,178 -2% Q2 ‘25 Q2 ‘26 484 395 -18% Q2 ‘25 Q2 ‘26 Revenue (INR Cr.) EBITDA (INR Cr.) 11.3% 9.4%EBITDA Margin % PAT (INR Cr.) PAT Margin % PBT (INR Cr.) PBT Margin % 399 298 -25% Q2 ‘25 Q2 ‘26 298 221 -26% Q2 ‘25 Q2 ‘26 7.0% 5.3%9.4% 7.1%
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16 Investor Presentation | Exide Industries | November 2025 H1 FY26 Performance Highlights H1 ‘25 H1 ‘26 Revenue (INR Cr.) EBITDA (INR Cr.) EBITDA Margin % PAT (INR Cr.) PAT Margin % PBT (INR Cr.) PBT Margin % 8,580 8,688 +1% H1 ‘25 H1 ‘26 H1 ‘25 H1 ‘26 H1 ‘25 H1 ‘26 978 943 -4% 11.4% 10.9% 773 727 -6% 9.0% 8.4% 577 541 -6% 6.7% 6.2%
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17 Investor Presentation | Exide Industries | November 2025 Key Financial Ratios and Market Cap ▪ Strong working capital management – inventory optimised ▪ Debt-free position maintained ▪ Funding new projects via internal accruals 30,175 33,214Market Capitalization (INR Cr.) 28.4 31.9P/E Ratio (Times) 110 93Inventory (No. of Days) 11.8 8.4Working Capital Usage (%) 17.6 16.3ROCE (Core business) (%) Mar ‘25 Sep ‘25
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18 Investor Presentation | Exide Industries | November 2025 Standing tall on a solid foundation Sales CAGR of 10%+ over last 5 years Nationwide network 1,00,000+ Dealers / Distributors High market share across verticals and expanding global reach Market Capitalisation Rs. 30,000 Cr.+ Lithium-ion cell manufacturing plant nearing production Profit After Tax Rs. 1,000 Cr.+ over last two successive years
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19 Green Technology Solutions: Lithium-ion Cells & Batteries
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20 Investor Presentation | Exide Industries | November 2025 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 ▪ 30+ MPA signed ▪ Line 1 , 2 majority material received on site ▪ Line 3 , 4 dispatch under planning, onsite arrival expected in line with SOP plan ▪ Line 1 equipment nearing commissioning completion - product validation trials to be initiated starting Q3 ▪ Line 2, 3, 4 nearing installation completion – commissioning activities ongoing in parallel ▪ Additional 50+ visas secured, onsite arrival expected in line with SOP plan ▪ 300+ Shopfloor Operator Associates onboarded – undergoing training & supporting onsite activities
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21 Investor Presentation | Exide Industries | November 2025 Line 1: Electrode Assembly Formation Line 2: L1 – commissioning near completion L2 – installation completed, commissioning on-going
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22 Investor Presentation | Exide Industries | November 2025 Electrode Assembly Formation Line 3: Line 4: L3 – final installation and commissioning on-going L4 – installation nearing completion
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23 Investor Presentation | Exide Industries | November 2025 Material storage activities initiated in parallel Electrode Warehouse FG & Assembly Warehouse Hazardous Chemicals Warehouse
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24 Investor Presentation | Exide Industries | November 2025 Our competitive edge and value proposition End-to-end product and solution offering • Multiple chemistries/form factors • Customizable solutions • Joint product development integrated with the new product development cycle • Strategic raw material sourcing partnerships to improve costing • Manufacturing efficiencies through automation & technology deployment High focus on offering competitive costing Scalable operations to meet customer needs • State-of-the-art plant planned with multiple production lines • Potential access to strong network for charging and after-sales market support Backed by SVOLT's world class technology & quality • Tech partnership with global li-ion cell player • Industrial leading thermal stability with automated robotic assembly • Robust quality check test points within manufacturing process
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25 Sustainability and CSR
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26 Investor Presentation | Exide Industries | November 2025 The S&P Global Corporate Sustainability Assessment is one of the most well-established and reputable benchmarks of ESG performance widely used by stakeholders for benchmarking. Improvement in 2025 compared to 2024 Sustainability is core to our business and strategy ~50% ~2X of Industry average 33/100 Resulting in our position Top 5 percentile
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27 Investor Presentation | Exide Industries | November 2025 CSR initiatives: Fostering inclusive community growth C S R T H E M E S
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28 Investor Presentation | Exide Industries | November 2025 Capital market information and shareholding pattern Market information (as on Sep 30, 2025) CMP (Rs. per share) 390.75 Shares Outstanding (in Crore) 85.0 Market Capitalization (Rs. Crore) 33,214 Shareholding pattern (as on Sep 30, 2025)
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29 Investor Presentation | Exide Industries | November 2025 Our Leadership – Board of Directors Mr. Sridhar Gorthi Chairman and Independent Director Mr. R B Raheja Vice-Chairman & Non-Executive, Non-Independent Director Mr. Avik Roy Managing Director and Chief Executive Officer Mr. Manoj Kumar Agarwal * Director - Finance and Chief Financial Officer Mr. Surin Kapadia Independent Director Ms. Radhika Govind Rajan Independent Director Mr. Jaidit Singh Brar Independent Director Mr. Rajeev Khandelwal ** Executive Director Mr. Pravin Saraf ** Executive Director *Added to the Board on 1st May 2025 ** Added to the Board on 1st September 2025
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30 Investor Presentation | Exide Industries | November 2025 In this document, we have disclosed forward-looking information to enable analysts and investors comprehend our prospects and take investment decisions. This document and other statements–written and oral–that we periodically make, contain forward-looking statements that set out anticipated results based on the management’s plans and assumptions. We cannot guarantee that these forward- looking statements will be realised, although we believe we have been prudent in our assumptions. The achievements of results are subject to risks, uncertainties and even inaccurate assumptions. Should known or unknown risks or uncertainties materialise, or should underlying assumptions prove inaccurate, actual results could vary materially from those anticipated, estimated or projected. We undertake no obligation to publicly update any forward-looking statement or comparative assessments, whether as a result of any new information, future events or otherwise. We accept no responsibility for any loss and/or damages, risks and/or liabilities, which may be incurred and/or suffered by any investor on account of or arising from the use of the information by investors. We make no warranties of any kind, whether express or implied, as to the adequacy of such information for any intended purpose of the investors. Disclaimer Investor Contact Exide House 59 E, Chowringhee Road, Kolkata - 700 020 Phone: +91 33 2302 3400, 2283 2118/ 50/ 71 Fax: +91 33 2283 2637 E-mail: investor.relations@exide.co.in Contact Person(s): Ms. Seema Bajaj / Ms. Atreyee Mukherjee
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Thank You