EXIDEIND

What Exide Industries promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 13 tracked 2 delivered 1 missed 10 open
  • EBITDA Margin delivered said Q2 FY26 Promised: Demonstrate margins plus 12% to plus 13% in coming quarters Q1 FY27: Actual EBITDA margin reported at 12.4%, falling within the original target range.
  • Manufacturing Technology Upgrade went quiet said Q2 FY26 Promised: Full motorcycle manufacturing will move to Punched Grid technology by end of December Q1 FY27: Not mentioned in the current quarter.
  • Commercial Production Timeline on track said Q4 FY25 Promised: Start commercial production within this year which means FY '26 Q1 FY27: Sample deliveries have commenced as per the revised Q4 FY26 timeline. Management now expects revenue contribution to begin 'shortly during FY27'.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 13 tracked commitments for Exide Industries — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens