| 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
- ₹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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