**1. Business Performance:** Exicom delivered robust Q4 FY26 results.
Standalone revenue rose 33% YoY to ₹282.1 Cr, with EBITDA at ₹29.9 Cr (10.6% margin). Consolidated revenue jumped 46% YoY to ₹387.9 Cr, marking its first-ever EBITDA breakeven since the Tritium acquisition.
Both Critical Power (+23% YoY) and EV Charger (+83% YoY consolidated) segments showed strong growth. **2. Growth Drivers or Strategy:** The company is strategically positioned to capitalize on megatrends like rising EV adoption and increased data traffic.
Focus areas include expanding its EV charging solutions, driving innovation in next-gen power technology, and optimizing global operations to meet demand from India's accelerating EV market and telecom infrastructure upgrades. **3. Recent Developments:** Exicom achieved its highest-ever quarterly EVSE revenue of ₹87.9 Cr, boosted by selling the most DC chargers (>120kW). Tritium saw a 157% QoQ revenue surge to $9.7 million, securing a $12.6 million backlog.
The new Hyderabad plant, India's largest integrated EV charger and battery facility, is operational.
Innovations include the first live Tritium Liquid Cooled Charger. **4. Key Financial Metrics:** * Standalone Q4 Revenue: ₹282.1 Cr (+33% YoY) * Consolidated Q4 Revenue: ₹387.9 Cr (+46% YoY) * Standalone Q4 EBITDA: ₹29.9 Cr * Consolidated Q4 EBITDA: ₹0.3 Cr **5. Management Commentary / Outlook:** Management projects Tritium's revenue to triple in FY27, targeting EBITDA breakeven by Q4 FY27, supported by upcoming GRID-FLEX, TRI-FLEX, and DC-FLEX product launches.
Exicom also foresees over ₹1,000 Cr in future critical power opportunities, signaling continued growth.
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