Investor Presentation

CORE BUSINESS NEW ENERGY BUSINESS Lead-acid Lithium-ion ‘One Exide’ Multiple Technologies Investor Presentation Q2 FY27 Exide Industries | Investor Presentation | Q2 FY27 Table of Contents 1 2 3 4 Exide at a glance Strategic Business New Launches, Enablers Presence & Outreach & Growth Levers Digitization 5 6 7 8 New Energy Financial Growing Summary Business Performance Responsibly Exide Industries | Investor Presentation | Q2 FY27 Exide at a glance 79 16 Zero-debt 6 GWh Years of legacy Manufacturing plants* Balance sheet Li-ion cell capacity Trusted legacy Product & operational Financial resilience Preparing for tomorrow strength • A brand built over nearly 8 • Portfolio spanning 2.5Ah - • Healthy liquidity and strong cash • EESL gigafactory commissioned decades. 20,200Ah. flows. in September 2026. • Profitable and paying dividends • 70+ countries served, pan-India • ICRA AAA (Stable) & A1+ credit • NMC cylindrical & LFP prismatic since inception. sales & service network. ratings. cells. • Publicly listed since 1979. • 5 global technical collaborations. • Consistent dividends, long-term • For electric mobility and energy value focus. storage. *Includes 2 plants of Exide Energy Solutions Limited (EESL) and 3 lead recycling plants of Chloride Metals Limited (CML)- wholly owned subsidiaries of Exide Industries Ltd. NMC: Nickel Manganese Cobalt | LFP: Lithium Iron Phosphate Exide Industries | Investor Presentation | Q2 FY27 Strategic Enablers Efficient interplay of Channel & OEM strength, Integrated manufacturing, Multi-application portfolio & Innovation Channel & OEM Integrated 1 DEMAND VISIBILITY 2 strength manufacturing 120,000+ 75+ 16 plants, including CML-3 and EESL-2 touchpoints OEMs Nationwide sales and service channel drives Integrated production, captive recycling and new- replacement demand. OEM partnerships give energy capacity strengthen resilience and cost control. demand visibility and early access to new platforms. NEW PRODUCTS SCALE AND COST Exide Multi-application 4 Innovation 3 portfolio 50 years 2.5Ah - 20,200Ah of the R&D centre product range Global technical collaborations and in-house R&D Mobility, backup power, critical infrastructure and support innovation, new launches and speed to MARKET FEEDBACK specialized applications. market. EESL: Exide Energy Solutions Limited | CML: Chloride Metals Limited Exide Industries | Investor Presentation | Q2 FY27 01 02 03 04 Channel & OEM Strength Channel & OEM Integrated Multi-application Innovation strength manufacturing portfolio Deep distribution, long-standing OEM partnerships & reliable doorstep Service CHANNEL STRENGTH OEM PARTNERSHIPS 120,000+ Automotive OEMs served Network touchpoints across India 100% share of business on key new models with large OEMs 20,000+ 60+ 1,200+ Long-standing relationships give demand visibility and early access to new platforms Villages reached Warehouses Spare-part and accessories outlets Advanced EFB, AGM and EV-auxiliary batteries for new vehicle platforms SERVICE NETWORK Batmobile: India’s first doorstep 1,600+ Exide Care outlets Digital warranty and diagnostics battery service EFB: Enhanced Flooded Battery | AGM: Absorbent Glass Mat Exide Industries | Investor Presentation | Q2 FY27 01 02 03 04 Integrated Manufacturing Channel & OEM Integrated Multi-application Innovation strength manufacturing portfolio New energy business Core business 11 3 2 6 GWh Exide plants Lead recycling plants (CML) EESL plants Capacity 11 Manufacturing Base 1 Lithium-ion cells, packs & modules • Key product categories. • India-made advanced lithium-ion cell plant in Bengaluru • Decades of scale, operational know-how & manufacturing • Packs & Modules manufacturing at Prantij (Gujarat) efficiency. 22 Recycling Integration 2 Multiple chemistries & form factors • Chloride Metals Limited (subsidiary) recovers raw material • Lithium Iron Phosphate (LFP) & Nickel Manganese Cobalt (NMC) • Circularity with input-cost control • Cylindrical & Prismatic form factors 33 Strategic Relevance 3 Commercial production initiated • Stronger supply-chain • 6 GWh commissioned in September 2026 • Quality control, better cost and sustainability Exide Industries | Investor Presentation | Q2 FY27 01 02 03 04 Multi-application Portfolio Channel & OEM Integrated Multi-application Innovation strength manufacturing portfolio Core Business 20,200Ah 2.5Ah Battery capacity range across the portfolio Automotive Home Industrial Replacement and OEM Power backup and rooftop solar Critical power for infrastructure projects Railways Data centres Inverter batteries Home UPS Solar solutions Power projects Submarines New Energy Business 6 GWh Lithium-ion cells, packs and modules in cylindrical and prismatic formats for electric mobility and stationary storage applications Capacity Cylindrical Prismatic Exide Industries | Investor Presentation | Q2 FY27 01 02 03 04 Channel & OEM Integrated Multi-application Innovation strength manufacturing portfolio Core Business Innovation-led capabilities strengthening a diversified and resilient lead-acid business Exide Industries | Investor Presentation | Q2 FY27 01 02 03 04 Innovation- Core Business Channel & OEM Integrated Multi-application Innovation strength manufacturing portfolio 1st Battery R&D centrein 2 Top 7 Batteries sold every second Battery manufacturer globally Asia, outside Japan Industrial and energy Mobility solutions storage ▪ Advanced EFB for start-stop -only ▪ SOLARNXT range expanded for approved supplier for select OEM. renewable storage. SLI-AGM for vehicles with ADAS. ▪ InvaGen range for Home-UPS ▪ Auxiliary batteries for EV and (Sealed Maintenance Free). Years of the R&D center (Kolkata) hybrid platforms. ▪ High-power front-terminal ▪ EXIDE DARE- India’s first SUV- VRLA for critical backup. ready battery. 5 Strategic global collaborations Specialised applications IP & process technology ▪ Specialised battery systems for ▪ 38 registered designs. 3 patents 4 NABL-accredited submarines. granted and 4 more applied for. laboratories ▪ Heavy-duty batteries for mining ▪ 752 registered trademarks & earthmoving equipment. across India and overseas. ▪ JIS and DIN traction batteries. ▪ Applied for 109 new trademarks. Member R&D team VRLA-Valve-Regulated Lead-Acid | SLI-AGM: Starting, Lighting, and Ignition - Absorbent Glass Mat | EFB: Enhanced Flooded Battery | ADAS- Advanced Driver Assistance Systems Exide Industries | Investor Presentation | Q2 FY27 Business Presence & Growth Levers Exide Industries | Investor Presentation | Q2 FY27 Business Presence CATEGORY LEADERSHIP PREFERRED OEM PARTNER LOCAL MOBILITY POWER BACKUP Replacement market Auto OEM Last-mile connectivity Home Inverters Established brand across 2W, 3W and Advanced EFB, AGM and EV-auxiliary Batteries for e-rickshaws, intra-city Inverter and battery solutions for 4W replacement, backed by a pan- solutions for major OEMs. 100% share logistics and delivery fleets. urban and rural households. India sales and service network. of business on key new models with large OEMs. RENEWABLE ENERGY INDUSTRIAL POWER BACKUP CRITICAL APPLICATIONS GLOBAL PRESENCE Solar I-UPS Infrastructure Exports End-to-end rooftop solutions across PV Batteries for power backup supporting Battery storage solutions across Presence in 70+ countries. Diversified modules, inverters and batteries. data centers, BFSI, IT, healthcare and railways and metro, traction, power export footprint supported by Integrated generation, conversion & commercial infrastructure. projects and submarine applications. technology partnerships and portfolio storage for residential needs. depth. A broad installed base and expanding applications support multiplEex idde eInmdusatrniesd | Ipnvoesotolrs Presentation | Q2 FY27 Growth drivers across businesses AUTOMOTIVE EXPANSION SOLAR POWER INFRASTRUCTURE 28% → 18% 1 crore Capex push households GST on batteries Targeted under PM Surya Ghar Yojana Across public and private sectors ▪ Rural recovery and GST cut [Showing first 8,000 characters — download PDF for full document]