Exide Industries Limited has submitted its 3rd Integrated Annual Report for FY 2025-26 to the stock exchanges on 16th June 2026, along with the Notice of its 79th Annual General Meeting (AGM) scheduled for Friday, 10th July 2026 at 10:30 AM through Video Conferencing/Other Audio-Visual Means. The report, prepared in accordance with applicable SEBI Listing Regulations and the Companies Act, 2013, also includes the Business Responsibility and Sustainability Report (BRSR) as required under Regulation 34(2)(f) of SEBI Listing Regulations.

Standalone Financial Performance

Exide Industries delivered a steady financial performance in FY 2025-26, supported by broad-based growth across most product categories and disciplined working capital management. The following table summarises key standalone financial metrics:

Year-on-year revenue growth stood at 4.1%, driven by healthy traction in the domestic business, including the replacement segment, Industrial-UPS, and solar businesses. Domestic sales stood at ₹16,326 crore. The Company maintained a zero-debt balance sheet throughout the year, with a long-term credit rating of ICRA AAA (Stable) and a short-term rating of ICRA A1+.

Business Highlights: Broad-Based Growth

Approximately 92% of the business delivered double-digit growth during FY 2025-26, reflecting broad-based momentum across segments. Key business developments are summarised below:

The Company's distribution network spanned over 1,20,000 channel partners, with rural outreach covering 18,000+ touchpoints. Approximately 60 lakh paperless warranty registrations were achieved during the year.

Lithium-Ion Strategy: EESL Progress

Exide's lithium-ion initiative continued to advance through its wholly owned subsidiary, Exide Energy Solutions Limited (EESL). As of 31st March 2026, the Company had invested ₹4,802 crore in EESL, including approximately ₹1,500 crore invested during FY 2025-26. The Bengaluru gigafactory—being developed on an 80-acre site with a planned capacity of 12 GWh in two phases of 6 GWh each—progressed through equipment installation, line validation, and customer sample dispatch stages.

The cylindrical cell line is under internal validation with customer sample supplies expected in the coming months. The prismatic line is close to commencing sample production, with commissioning targeted during FY 2026-27. EESL's module and pack facility at Prantij, Gujarat, continues to serve mobility and stationary applications under the 'Nexcharge' brand.

Sustainability and ESG Performance

Exide's sustainability approach is anchored in circularity, decarbonisation, and responsible value chains. Key ESG metrics for FY 2025-26 are presented below:

The Company received a Bronze EcoVadis sustainability rating, ranking in the top 14% of the 'Manufacture of Batteries & Accumulators' industry globally. Its S&P Global Corporate Sustainability Assessment score stood at 65/100, placing it in the top 5 percentile globally in the Auto Components sector.

Dividend and AGM Details

The Board of Directors has recommended a final dividend of ₹2.00 per equity share of face value ₹1.00 each (200% of face value) for FY 2025-26, subject to approval of members at the ensuing AGM. The total outflow for equity dividends will be ₹170 crore. The record date for dividend eligibility is Friday, 3rd July 2026, and the remote e-voting period runs from Tuesday, 7th July 2026 (9:00 AM IST) to Thursday, 9th July 2026 (5:00 PM IST).

Long-Term Financial Track Record

Over the past 25 years, Exide has compounded revenue, EBITDA, and PAT at healthy rates, reflecting consistent financial discipline:

The Company's market capitalisation stood at approximately ₹33,341 crore as on 1st June 2026. Core business Return on Capital Employed (ROCE) improved to 28.8% in FY 2025-26 from 26.0% in FY 2024-25, calculated after excluding investments in HDFC Life and EESL.

Source: https://lodr-files.dhan.co/lodr-inputs/Company/INE302A01020/39b5ef7e-0252-4134-8985-51f1aeb00a0e.pdf

Exide Industries witnessed a notable block trade on the National Stock Exchange (NSE), with the transaction valued at ₹40.22 crores. Such block deals, involving the transfer of a large number of shares in a single transaction, are typically executed by institutional participants and are closely monitored by market observers for signals of significant investor activity.

Block Trade Details

The following table summarises the key parameters of the block trade recorded for Exide Industries on the NSE:

Transaction Overview

The block trade involved approximately 1,017,535 shares of Exide Industries, executed at a price of ₹395.30 per share. Block trades are typically negotiated and executed outside the open market order book, allowing large transactions to be completed without significantly impacting the prevailing market price. The deal was recorded on the NSE, one of India's primary stock exchanges.