Exide flags sulfuric acid, LPG and plastics cost pressure while posting record Q4 revenue
Exide Industries’ Q4 FY26 earnings-call transcript points to a mixed operating environment: strong domestic demand on one side and rising input-cost pressure on the other.
Management said the West Asia conflict remains an ongoing threat and that availability and pricing of commodities such as LPG, sulfuric acid and plastics are “quite alarming.”
It also cited rapidly increasing commodity rates and rupee depreciation as pressures on input costs.
At the same time, the company said Indian demand remained favourable.
Management said Q4 generated the company’s highest-ever quarterly revenue.
The story is important because it connects chemical-linked input stress with battery demand.
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