| 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
- ₹733.25
- Market cap
- ₹13,420 Cr
- Revenue (annual)
- ₹13,814 Cr
- Net profit (annual)
- ₹895.8 Cr
- P/E (TTM)
- 14.6×Sector 31.7×
- 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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