| Revenue growth | 23.9% YoY consolidated |
|---|---|
| Margins | Moderating due to raw materials and brand promotion |
| Demand visibility | Strong summer demand for Home Energy; Data Centre UPS growth |
| Management confidence | High in domestic 4W/2W and New Energy sectors |
Growth
Consolidated revenue grew 23.9% YoY; PAT grew 15.8% YoY to INR 1,909 Mn. Domestic volumes saw double-digit growth.
Outlook
Investing INR 95 Bn in Telangana Giga Corridor. Targeting 16 GWh cell capacity by FY30.
Risks
Exports face geopolitical headwinds. Margins moderated due to elevated raw material costs and strategic initiative spending.
Last quarter's promises, checked
Delivered
- Guided Q4 revenue 15% growth → delivered 23.9% YoY (= BEAT)
- Guided Lead Acid margins ~12% → delivered 12.2% (= BEAT)
- Guided New Energy growth ~1.5x → delivered >50% (= BEAT)
Partly delivered
- Guided capex INR 15-17 Bn → infused INR 19 Bn in ARACT (= PARTIAL)
Missed
- Guided consolidated EBITDA margin 13-14% → delivered 9.6% (= MISS)
Investor Presentation filed with BSE, NSE: ARE&M. Summary written with AI assistance from the document.
Amara Raja Energy & Mobility Ltd: key numbers
- Share price
- ₹732.00
- Market cap
- ₹13,397 Cr
- Revenue (annual)
- ₹13,814 Cr
- Net profit (annual)
- ₹895.8 Cr
- P/E (TTM)
- 14.5×Sector 32.1×
- 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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