Investor Presentation

&EXIDE Renfo E.I:L /SEC//23022 6-27 1stA ugu2s0t2 6 ThSee cretary ThSee cretary ThCea lcSuttotEcaxk c haLnigmei ted BSEL imited 7L yoRnasn ge PhirJoezeej eTeobwheorys Kolk-7a0t00a0 1 DalSatlr Meuemtb,-a4 i00 00I CSES crCiopd 1e5:0 &6 100 015060 BSES crCiopd 5e0:0 086 ThSee cretary National StoofIc nkd LiEiaxm cihtaendg e ExchaPnlga5ezt aFh,l oor, PlnootC. / G1B ,l ock BandraC-oKmuprlBleaaxn ,d( rEa) , Mumb-a4i00 05 1 NSES vmbEoXlI:D EIND SubI:n veMseteoPtrr esentation DeaSri r/Madam, Witrhe ferteoon ulcree t dtaet2re9t dhJ u2l0y2 p6e rtatioin nitnigmo afet airnoincn agfolsrla nalysts/ invesscthoerdtsubo l ehe edol ndM ond3ardyA ,u gu2s0t2a 61t 2 .P0M0( ISaTn)pd u rstuoRa engtu lation 30o fSEB(IL isOtbilnigga antDdii osnc lRoesquurierR eemgeunlta2)t0 i1wo5ean, rs ee,n clhoesrienwgi th thper esenotnta hCteoi mopna pneyr'fosr mfoarQn IcF eY2 026-27. Thicso mmuniicasal tbsieooi unnp gl ooandt ehwdee bsoiftt hCeeo mpaant.vy, .exideindustries.com. We reyqoutueko s itn tdaltkyhe se a moenr ecaonraddc knowrleecdegiep t. Thankyionug. Youfrasi thfully, FoErx ide InLdiumsittreide s Jitendra Kumar CompaSneyc reatnadr y PresiLdeegn&at Cl-o rpoArfafatier s ACSN o1.1 159 EncIln:v ePsrteosre ntation ExiIdned ustLriimeisEtx eidHd,oe u s5e9,CE h owriRnogahKdeo,el kat0a2-07 00 Pho:n( e033) 2302-3420208,3 -22218138- 2171, e-m:ae ixli deriinedsulsitmitedw@wewx.iedxei.dceoi.nidnu,s tries.com CI:NL 314029W4B71PLC014919 CORE NEW ENERGY STRENGTH BUSINESS Investor Presentation Q1 FY27 Exide Industries | Investor Presentation | Q1 FY27 Table of Contents 01 05 Exide at a glance New Energy Business Strategic Enablers 06 Financial Performance 03 07 Business Presence & Growth Levers Growing Responsibly 04 New Launches, Outreach & 08 Summary Digitization Exide Industries | Investor Presentation | Q1 FY27 Exide at a glance Trusted legacy Product & operational strength Financial resilience 79 16 Zero-Debt Years of legacy Manufacturing plants* Balance sheet • Strong brand built over nearly 8 decades. • Portfolio spanning 2.5Ah - 20,200Ah. • Healthy liquidity and strong cash flows. • Profitable since inception. • 70+ countries served, pan-India sales & • ICRA AAA/Stable & A1+ ratings. service footprint. • Publicly listed since 1979. • Consistent dividends, long-term value focus. • 5 global technical collaborations. *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. Exide Industries | Investor Presentation | Q1 FY27 Strategic Enablers Efficient interplay of Network & OEM Connects, Integrated Manufacturing, Multi-application Portfolio & Innovation 01 02 03 04 Network & OEM Integrated Multi-application Innovation connects manufacturing portfolio 120,000+ 16 2.5Ah - 20,200Ah 50 years Network Touchpoints Plants Product Range R&D Centre (incl. CML-3 & EESL-2) Nationwide market reach, Integrated production, Mobility, backup power, Global technical service network support access captive recycling and new- critical infrastructure and collaborations & in-house and customer loyalty. OEM energy capacity strengthen specialized applications. R&D support innovation, relationships provide demand resilience. new product launches and visibility & early access to new speed to market. platforms. EESL: Exide Energy Solutions Limited | CML: Chloride Metals Limited Exide Industries | Investor Presentation | Q1 FY27 01 02 03 04 Network & OEM Connects Network & OEM Integrated Multi-application Innovation connects manufacturing portfolio Network depth • Rural outreach now spanning 18,000+ villages. • ~60 warehouses supporting faster fulfilment. • 1,200+ spare-part and accessories outlets. Service network • Batmobile doorstep service, the industry's only such offering, alongside Exide Home Service. • Digital warranty and diagnostics with real-time field service visibility. 120,000+ OEM relationships Network touchpoints across India • 75+ leading automotive OEMs served. • Long-standing relationships supporting sustained business visibility. Exide Industries | Investor Presentation | Q1 FY27 01 02 03 04 Integrated Manufacturing Network & OEM Integrated Multi-application Innovation connects manufacturing portfolio Core business New energy business Lithium-ion Cells, packs & modules 1 1 Manufacturing Base 1 manufacturing • 11 Exide plants across key product categories. • Advanced chemistry cell manufacturing platform (Bengaluru) • Decades of scale, operational know-how & manufacturing • Packs & Modules manufacturing at Prantij (Gujarat) efficiency. 2 Recycling Integration 2 Multiple chemistries & form factors • 3 plants of Chloride Metals Limited (subsidiary) supporting • Lithium Iron Phosphate (LFP) & Nickel Manganese Cobalt (NMC) raw material recovery • Cylindrical & Prismatic form factors • Circularity with input-cost control 3 Strategic Relevance 3 Investment & scale-up • Stronger supply-chain • Rs. 4,902 Cr invested till date • Quality control, better cost and sustainability • Revenue generation from giga factory expected FY27 Exide Industries | Investor Presentation | Q1 FY27 01 02 03 04 Multi-application Portfolio Network & OEM Integrated Multi-application Innovation connects manufacturing portfolio Core Business New Energy Business Automotive Applications Solar Solutions Cells, Packs & Modules Battery & backup solutions Replacement and OEM supporting rooftop solar and requirements across 2W, 3W renewable energy and 4W batteries. applications. Inverter Batteries & UPS Industrial Portfolio spanning power Power backup and reserve- projects, railways, telecom, power solutions for traction, data center, residential & commercial submarine and others. Lithium-ion cells, packs & modules in users. cylindrical & prismatic formats for electric mobility and stationary storage. Exide Industries | Investor Presentation | Q1 FY27 01 02 03 04 Network & OEM Integrated Multi-application Innovation connects manufacturing portfolio Core Business Innovation-led capabilities strengthening a diversified and resilient lead-acid business Exide Industries | Investor Presentation | Q1 FY27 01 02 03 04 Innovation- Core Business Network & OEM Integrated Multi-application Innovation connects manufacturing portfolio 50 4 4 100+ Years of R&D center Strategic global collaborations NABL-accredited laboratories R&D team (Kolkata) Industrial & energy Specialized Mobility solutions Innovation storage applications • SOLARNXT range expanded for • Advanced EFB for start-stop • Heavy-duty BCI batteries for • 37 registered designs and 752 renewable storage. vehicles. mining and earthmoving. registered trademarks. • High-power front-terminal • AGM batteries for premium OEM • JIS and DIN traction batteries, • CONCAST introduced for VRLA for critical backup. platforms. including Southeast Asian commercial vehicles and tractors. • Data centre portfolio across the • Auxiliary batteries for EV and markets. • Punch Grid scale-up: 90%+ of 340W to 750W range. hybrid platforms. • Specialised systems for naval motorcycle batteries transitioned. submarines. • EXIDE DARE, India's first SUV- ready battery. AGM: Absorbent Glass Mat | EFB: Enhanced Flooded Battery | CONCAST: Continuous Casting Technology Exide Industries | Investor Presentation | Q1 FY27 Business Presence & Growth Levers Exide Industries | Investor Presentation | Q1 FY27 Business Presence Replacement market Last mile connectivity Category leadership Local mobility • Leader in the high-margin 2W, 3W • Battery solutions for intra-city and 4W replacement segment. logistics, e-rickshaws and fleets. • Backed by a pan-India sales and • Positioned for e-commerce and service network. delivery fleet demand. Solar Home inverters & batteries Renewable energy Power backup • End-to-end rooftop solutions across • Integrated rooftop solutions spanning PV modules, inverters and batteries. batteries, inverters and system delivery. • Integrated generation, conversion and storage for [Showing first 8,000 characters — download PDF for full document]