Investor Presentation
Here's a summary tailored to your preferences: **Financial Highlights:** Exicom's Q1 FY26 standalone revenue hit 150.7 Cr (PAT 1.1 Cr). Consolidated revenue reached 205.3 Cr but reported a PAT loss of 71.1 Cr, impacted by Critical Power (CP) project delays and Tritium.
EVSE revenue surged, offsetting CP's decline.
Management acknowledges Q1 was below expectations. **Strategic Initiatives & Growth Drivers:** EV sales are expected to boost charging outlook, with Bharat Net deliveries lifting Q2 revenue.
Tritium, a global investment, shows promise with USD $8M in Q1 bookings.
A new Hyderabad plant is on track for October 2025. **Business Developments:** CP began Bharat Net execution and secured Li-ion battery orders.
EVSE gained a Southeast Asia GFA, entered electric trucking, and onboarded a luxury carmaker.
Over 15.5K chargers sold globally; new Harmony Direct 2.0 and Gen 2.0 launched. **Market Position & Competitive Advantage:** Exicom leads in EV charging and power management, backed by a strong customer base and global footprint.
Its in-house CRM enhances EVSE service efficiency. **Investor Implications:** While Q1 shows execution risks in CP and Tritium, strong EV market tailwinds and a robust >1500 Cr CP order backlog signal significant positive growth potential.
Monitor project execution. #EVCharging #PowerSolutions
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