ALFA Finder| Revenue growth | FY26 +7.5% YoY; Q4 +15.5% YoY. |
|---|---|
| Margins | Consolidated EBITDA margin 10.8%; Lead-acid segment resilient at ~12.2%. |
| Demand visibility | Strong 4W OEM and inverter battery demand; declining telecom lead-acid. |
| Management confidence | High focus on lead-acid dominance and lithium-ion transition. |
Growth
FY26 Consolidated Revenue ₹1.38 Lakh Cr (+7.5% YoY); PAT ₹8,958 Mn (-5.2% YoY). Q4FY26 revenue grew 15.5% YoY.
Outlook
₹95 Bn capex for Telangana Giga Corridor; 16 GWh cell capacity by FY30; BESS plant operational by Q4FY27.
Risks
EBITDA margins compressed to 10.8% (vs 12.6% FY25) due to raw material price pressures and new energy investments.
Earnings Call filed with NSE, NSE: ARE&M. Summary written with AI assistance from the document.
Amara Raja Energy & Mobility Ltd: key numbers
- Share price
- ₹755.95
- Market cap
- ₹13,836 Cr
- Revenue (annual)
- ₹13,814 Cr
- Net profit (annual)
- ₹895.8 Cr
- P/E (TTM)
- 17.3×Sector 32.5×
- Promoter holding
- 32.86%+0.00% QoQ
- FII holding
- 17.24%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Amara Raja Energy & Mobility Ltd
All →Amara Raja Energy & Mobility Earnings Call Transcript: Key Takeaways
Consolidated revenue ~₹4,108 Cr; lead acid up ~18%, new energy up 30%+. Margins fell ~1.3ppt to 8.8% on raw material inflation and new-energy spend. Management attributes the squeeze to costs, not demand.
- Call
- Guides 10% growth
Amara Raja Energy & Mobility Investor Presentation: Key Takeaways
Q2FY27 consolidated revenue INR 41,087 Mn (+18.5% YoY), EBITDA margin 8.8% (-200 bps YoY), PAT INR 1,525 Mn (-44.8%). Scaling NEB pack and cell capacity.
Amara Raja Energy & Mobility Dividend
Amara Raja Energy & Mobility declared an interim dividend of ₹4.30 per share for 2026-27. Record date is 6 November 2026, with payment by 1 December 2026.
Amara Raja Energy & Mobility Results Update
Amara Raja Energy & Mobility reported Q2 FY27 profit before tax of Rs.250.71 Crore and an interim dividend of Rs.4.30 per share. Revenue grew 13%.
Amara Raja Energy & Mobility Merger & Restructuring Worth ₹100 Cr
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- Value
- ₹100.0 Cr
Amara Raja Energy & Mobility Q2 FY27 Results: Net Profit ₹152.5 Cr, Down 44.8% YoY
Amara Raja Energy & Mobility Ltd reported revenue from operations of ₹4,109 Cr (+18.5% YoY) and net profit of ₹152.5 Cr (-44.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹152.5 Cr · -44.8% YoY