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Earnings Call

Amara Raja Energy & Mobility Earnings Call: Key Takeaways

Amara Raja delivered Q4FY26 revenue of ₹35,357 Mn (up 15.5% YoY) with consolidated FY26 revenue hitting ₹1,38,140 Mn. Strategy focuses on Lead-Acid dominance and aggressive New Energy Giga-factory scaling.

Why this was an Alfa AlertNot a filter event. Results were steady growth but did not materially exceed management's own prior guidance by >10%.
Highlights
Revenue growth15.5% YoY for Q4; 7.5% YoY for full FY26.
MarginsConsolidated FY26 EBITDA margin at 10.8% vs 12.6% YoY.
Demand visibilityStrong 4W OEM and inverter battery growth; domestic aftermarket stable.

Growth

FY26 revenue grew 7.5% YoY; Q4 PAT spiked 94.5% YoY to ₹3,143 Mn, aided by ₹1.8Bn insurance claim.

Outlook

Investing ₹95 Bn in Telangana Giga-Corridor; Phase 1 (2 GWh) Giga-cell factory to commence Q2-CY27.

Risks

Lead-acid volumes in telecom declining due to lithium substitution; raw material price volatility impacting margins.

Source

Earnings Call filed with BSE, NSE: ARE&M. Summary written with AI assistance from the document.

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Amara Raja Energy & Mobility Ltd: key numbers

Share price
₹791.95
Market cap
₹14,495 Cr
Revenue (annual)
₹13,814 Cr
Net profit (annual)
₹895.8 Cr
P/E (TTM)
15.7×Sector 33.6×
Promoter holding
32.86%+0.00% QoQ
FII holding
17.34%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Board Meeting Date

Amara Raja Energy & Mobility Board Meeting Date

Amara Raja Energy & Mobility Ltd has scheduled a board meeting on November 2, 2026. The board will consider Q2 FY27 financial results and an interim dividend declaration.