| Management target | Revenue 10.0% |
|---|
| Revenue growth | 24% consolidated YoY growth. |
|---|---|
| Margins | Consolidated margins moderated to 9.6% due to input costs. |
| Order book | Reasonable visibility with major EPC players for BESS. |
| Demand visibility | Strong momentum in 2-wheelers and 4-wheelers. |
| Management confidence | High for domestic aftermarket and OEM segments. |
Growth
Consolidated revenue hit INR 4,215 crores (+24% YoY). New energy business surged >70% to INR 209 crores.
Outlook
FY27 capex planned at INR 1,700 crores. Targeting 9-10% volume growth in lead acid business over medium term.
Risks
Substantial rise in costs for sulfuric acid, poly, and alloys; 20% degrowth in automotive international exports.
Last quarter's promises, checked
Delivered
- Guided INR 1,500-1,700 Cr Capex → delivered INR 1,700 Cr plan (= BEAT)
- Guided 2GWh Giga 1 progress → delivered on-track for June 2027 (= BEAT)
- Guided mid-to-high single digit aftermarket growth → delivered 15% (= BEAT)
Partly delivered
- Guided 2-3% price hikes to recover costs → delivered 3% hike but margins still fell (= PARTIAL)
Missed
- Guided 13-14% EBITDA margin trajectory → delivered 9.6% (= MISS)
- Guided export momentum revival → delivered 20% degrowth (= MISS)
Earnings Call Transcript filed with BSE, NSE: ARE&M. Summary written with AI assistance from the document.
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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