Exide Industries has announced its strategic outlook for the upcoming year, highlighting ambitious plans for export expansion and margin enhancement. The company expects to capitalize on emerging market opportunities while benefiting from favorable base year comparisons.

Export Growth Strategy

The company forecasts strong export growth for the next year, driven by new market opportunities and low base year effects. This expansion strategy reflects Exide Industries' commitment to diversifying its revenue streams and reducing dependence on domestic markets.

EBITDA Margin Enhancement Plans

Exide Industries has set a target to boost its EBITDA margin by 100 to 150 basis points. However, the company acknowledges that this margin improvement will be contingent on London Metal Exchange (LME) price movements, highlighting the impact of raw material costs on profitability.

Strategic Positioning

The company's dual focus on export growth and margin enhancement demonstrates a comprehensive approach to financial performance improvement. By targeting new international markets while simultaneously working on operational efficiency, Exide Industries aims to strengthen its competitive position in the battery manufacturing sector.

Exide Industries has expressed confidence in sustaining its growth momentum as it moves from Q3 into Q4. The company anticipates continued positive performance across its core business segments during this transition period.

Lead Acid Business Outlook

The company maintains a positive outlook for its lead acid business in Q4 FY26. This optimism is grounded in the expanding market demand across several key sectors that rely heavily on lead acid battery solutions.

Key Growth Drivers

The anticipated growth is expected to be fueled by rising demand across three primary sectors:

• Automotive Sector: Continued demand from the automotive industry for lead acid batteries
• Solar Energy: Growing applications in solar energy storage solutions
• Power Backup: Increasing requirements for power backup systems

Market Positioning

The diversified demand across automotive, renewable energy, and power backup sectors positions Exide Industries to capitalize on multiple growth opportunities. The company's lead acid business appears well-positioned to benefit from the expanding applications of battery technology across these varied market segments.

The positive business outlook reflects the company's strategic positioning in sectors experiencing sustained demand growth, particularly in the evolving energy storage and automotive markets.