ALFA Finder| Revenue growth | Q4 revenue grew 15% YoY to ₹3,530cr; FY26 up 7.5%. |
|---|---|
| Margins | FY26 consolidated EBITDA margin 10.8%; lead-acid business at 12.2%. |
| Demand visibility | Strong domestic OEM demand; 2-wheeler and 4-wheeler volumes up 30%. |
| Management confidence | High; leveraging brand Amaron and expanding into multi-chemistry low-voltage solutions. |
Growth
FY26 consolidated revenue reached ₹13,814cr (up 7.5% YoY). Q4 lead-acid business grew 12%, while New Energy grew 1.5x.
Outlook
FY27 capex planned at ₹1,500-1,700cr. Giga-1 factory on track for June 2027 start; 16-20 GWh target maintained.
Risks
Lead price inflation, rupee depreciation, and geopolitical tensions impacting exports; challenges in sourcing Chinese engineering experts for commissioning.
Earnings Call filed with BSE, BSE: 500008. 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
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Amara Raja Energy & Mobility Investor Presentation: Key Takeaways
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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