| Management target | Revenue 10.0% |
|---|
| Revenue growth | Lead acid +18%, new energy +30%+; telecom spike partly one-time. |
|---|---|
| Margins | Consolidated margin 8.8%, down ~1.3ppt; standalone EBITA ~10.1%, down YoY. |
| Demand visibility | OEM 2W +30%, 4W +17%; aftermarket ~6-7%; EV headwinds seen. |
| Management confidence | Balanced-to-optimistic; dismissed soft aftermarket, framed margin hit as temporary. |
Growth
Lead acid +18%, new energy +30%+ YoY; aftermarket only ~6-7%, international down ~20% YoY.
Outlook
FY27 capex ~₹2,200 Cr (₹1,600 Cr new energy); ~₹800 Cr spent H1; 5 GWh LFP cell plant, ~50-60% utilisation FY28.
Risks
Acid/poly cost inflation with 2-3 month pass-through lag; international slump; new energy losses; ROCE dilution.
Earnings Call Transcript filed with NSE, NSE: ARE&M. Summary written with AI assistance from the document.
Amara Raja Energy & Mobility Ltd: key numbers
- Share price
- ₹728.00
- Market cap
- ₹13,324 Cr
- Revenue (annual)
- ₹13,814 Cr
- Net profit (annual)
- ₹895.8 Cr
- P/E (TTM)
- 16.7×Sector 32.9×
- 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 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
Amara Raja board approved a wholly owned subsidiary, Amaron Assist, in Telangana. Initial investment of up to Rs. 100 crore is planned.
- 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
Amara Raja Energy & Mobility Management Change
Amara Raja Energy & Mobility appointed Preetam Ganguly as Chief Business Officer - Industrial, effective 26 October 2026. He brings nearly three decades of leadership experience from ABB, Bombardier, Alstom, Wabtec and Cummins India.