Exicom Tele-Systems Ltd — earnings calls

Exicom reported standalone revenue growth of 57% year-on-year to INR237 crores in Q1 FY27, with EBITDA more than doubling to INR21 crores at an 8.8% margin, while consolidated revenue grew 61% to INR331 crores with the EBITDA loss narrowing to about INR22.5 crores. Management said Critical Power revenue rose 73% year-on-year to INR177 crores and EV charging revenue grew 15% to INR61 crores on a standalone basis, while Tritium bookings crossed USD20 million for the first time. Management also described the Hyderabad plant becoming fully operational, an order book of roughly INR1,000 crores in Critical Power and INR1,400 crores consolidated, and discussed the drivers behind sequential margin movement and working capital changes.

Exicom Tele-Systems reported Q4 FY26 standalone revenue of Rs 282 crore, up 33% year-on-year, with consolidated revenue of Rs 388 crore, up 46% year-on-year, driven by growth in both Critical Power and EVSE businesses. Consolidated EBITDA turned positive for the first time since the Tritium acquisition, while standalone EBITDA margin expanded to 10.6%. Management also discussed the new Hyderabad manufacturing plant becoming operational, export growth in both Critical Power and EV charging segments, and new product launches planned for Tritium in the coming months.