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 F e b r u a r y 2 0 2 6
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2 AGENDA Business Overview Strategic Initiatives Financial Highlights New Business: Green Technology Solutions Sustainability Initiatives & CSR 1 2 3 4 5
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3 3 Business Overview
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4 Investor Presentation | Exide Industries | February 2026 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 13 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^ * 11 plants of Exide Industries Limited and 2 plants of Exide Energy Solutions Limited ^ Chloride Metals Limited
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5 Investor Presentation | Exide Industries | February 2026 Market Trend (Q3 FY26) and Outlook (Q4 FY26) Segments 4W Replacement 2W Replacement Auto OEM Solar Inverters Trend Q3FY26 Outlook Q4FY26 Telecom Industrial Infra Trend Q3FY26 Outlook Q4FY26 Exports Segments
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6 6 Strategic Imperatives
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7 Investor Presentation | Exide Industries | February 2026 Strategy framework for Lead Acid Battery Business ▪ 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 ▪ Sales force enablement ▪ Channel partner enablement Revenue Growth Customer Centricity Sustained Profitable Growth 1 2 3 4 Growth Focused Digitization Return Focused Process Automation
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8 Investor Presentation | Exide Industries | February 2026 Solar Power ▪ GST reduction: 12% to 5% ▪ 500 GW RE by 2030 ▪ MNRE’s roof-top solar target 40 GW (2026) ▪ Financial support provided by the ‘PM Surya Ghar’ scheme Revenue Growth drivers Automotive ▪ GST reduction : 28% to 18% ▪ Improving Rural sentiment and penetration ▪ Low domestic PV ownership ▪ Growing vehicle exports Industrial Infrastructure ▪ ~100% railway electrification by FY26 ▪ Rising electrification of Material Handling Equipment ▪ ~20% CAGR (medium term) of Data Centres
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9 Investor Presentation | Exide Industries | February 2026 Customer Centricity: Increasing touchpoints 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’ ✓ Covering high potential cities, reaching key stores ✓ Influencer based programs to increase outreach Providing Emergency Battery Breakdown Service
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10 Investor Presentation | Exide Industries | February 2026 Customer Centricity: New products EL Ultra Premium Segment Powerbox Economy Segment ▪ High warranty: 54M FOC + 18M Pro-rata ▪ Launch: Feb’26 ▪ 18M FOC, extendable to 36M FOC warranty ▪ Launch: Feb’26 Leveraging OEM relationships to increase market share ▪ Kia Seltos new domestic model (with facelift) - 100% SOB for EIL (Q4 ’26) • TATA Sierra petrol, launched with 100% SOB for EIL (Dec ‘25) Solar Grid–Tie Inverters AGM batteries for Cars ▪ To cater to demand generated by “PM Surya Ghar” scheme ▪ Launch: Feb’26 ▪ Catering to PV Segment (50 Ah – 95 Ah) ▪ Launch: Feb’26
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11 Investor Presentation | Exide Industries | February 2026 Digitization: Empowering our Ecosystem WhatsApp Bot for Service Booking ~1 lakh+ monthly active user Apps for Channel Partners, Influencers, Sales team Sales & Service Voice Agent AI-led Warranty Diagnosis & validation Vision System for Pre- Dispatch Inspection Digital Proof of Delivery Other Digital Initiatives
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12 Investor Presentation | Exide Industries | February 2026 Process Automation: Operational efficiencies Automation at MC Plants Punch Grid at MC Plants Cost reduction and Quality improvement through process automation
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13 Key Financial Highlights (Standalone)
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14 Investor Presentation | Exide Industries | February 2026 Q3 FY26 Performance Highlights 3,533 3,812 315 2183,849 4,030 +4.7% Q3 ‘25 Q3 ‘26 449 470 +4.7% Q3 ‘25 Q3 ‘26 Revenue (INR Cr.) EBITDA (INR Cr.) 11.7% 11.7%EBITDA Margin % PAT (INR Cr.) PAT Margin % PBT* (INR Cr.) PBT Margin % 325 343 +5.6% Q3 ‘25 Q3 ‘26 245 258 +5.2% Q3 ‘25 Q3 ‘26 6.4% 6.4%8.5% 8.5% *Q3 FY ‘25 PBT includes 13 Cr. from CPSSL building sale; Q3 FY ‘26 PBT includes exceptional item loss of ~9 Cr. due to Labour code revision Domestic Exports
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15 Investor Presentation | Exide Industries | February 2026 9M FY26 Performance Highlights 9M ‘25 9M ‘26 Revenue (INR Cr.) EBITDA (INR Cr.) EBITDA Margin % PAT (INR Cr.) PAT Margin % PBT* (INR Cr.) PBT Margin % 11,371 12,032 1,058 685 12,429 12,718 +2.3% 9M ‘25 9M ‘26 9M ‘25 9M ‘26 9M ‘25 9M ‘26 1,426 1,412 -1.0% 11.5% 11.1% 1,098 1,071 -2.5% 8.8% 8.4% 822 799 -2.9% 6.6% 6.3% *9M FY ‘25 PBT includes 13 Cr. from CPSSL building sale; 9M FY ‘26 PBT includes exceptional item loss of ~9 Cr. due to Labour code revision Domestic Exports
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16 Investor Presentation | Exide Industries | February 2026 Key Financial Ratios and Market Cap ▪ Strong working capital management – inventory optimised ▪ Debt-free position maintained ▪ Funding new projects via internal accruals 30,175 30,787Market Capitalization (INR Cr.) 28.4 29.2P/E Ratio (Times) 110 95Inventory (No. of Days) 11.8 7.4Working Capital Usage (%) 17.6 16.2ROCE (Core business) (%) Mar ‘25 Dec ‘25
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17 Investor Presentation | Exide Industries | February 2026 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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18 Green Technology Solutions: Lithium-ion Cells & Batteries
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19 Investor Presentation | Exide Industries | February 2026 Cylindrical Line | Validation in progress Electrode Formation Internal Validation Testing
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20 Investor Presentation | Exide Industries | February 2026 Prismatic Line | Installation & Commissioning in progress Electrode Assembly Formation
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21 Investor Presentation | Exide Industries | February 2026 Supporting Buildings Electrode Warehouse Assembly Warehouse FG Warehouse
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22 Sustainability and CSR
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23 Investor Presentation | Exide Industries | February 2026 Sustainability is core to our business and strategy 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 ~50% ~2X of Industry average 33/100 Resulting in our position in Auto – Components industry Top 5 percentile
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24 Investor Presentation | Exide Industries | February 2026 Sustainability efforts recognized by key Stakeholders “Clean Energy Champion” by TVS Motor Company Ltd. “Most Valuable Partner” by Indus Towers
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25 Investor Presentation | Exide Industries | February 2026 CSR initiatives: Touching lives and livelihood C S R T H E M E S ~ 80% of people supported are from vulnerable communities Projects in 26 districts across 10 states
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26 Investor Presentation | Exide Industries | February 2026 CSR initiatives: Fostering inclusive community growth
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27 Investor Presentation | Exide Industries | February 2026 Shareholding pattern and Capital market information Market information (as on Dec 31, 2025) CMP (Rs. per share) 362.2 Shares Outstanding (in Crore) 85.0 Market Capitalization* (Rs. Crore) 30,787 Shareholding pattern (as on Dec 31, 2025) Promoters 46% DIIs 19% FIIs 11% Others 24% *National Stock Exchange
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28 Investor Presentation | Exide Industries | February 2026 Our Leadership – Board of Directors Sridhar Gorthi Chairman and Independent Director R B Raheja Vice-Chairman & Non-Executive, Non-Independent Director Avik Roy Managing Director and Chief Executive Officer Manoj Kumar Agarwal Director - Finance and Chief Financial Officer Surin Kapadia Independent Director Radhika Govind Rajan Independent Director Jaidit Singh Brar Independent Director Rajeev Khandelwal Executive Director Pravin Saraf Executive Director
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29 Investor Presentation | Exide Industries | February 2026 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