Prabhudas Lilladher: Exide Industries - Market Share Gains Intensified
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Prabhudas Lilladher Report
Exide Industries Ltd. is in a sweet spot -
1. to ride intensified replacement market share gains (approximately 1-2% in each segments) from unorganized players post lockdown,
2. entry with new original equipment manufacturers to help strengthen its leadership,
3. channel checks indicate replacement demand to come back in high margin telecom segments, post lull of two-three years due to lower capex by telcos and
4. exports to scale up.
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