| Revenue growth | Q2 consolidated +18.5% YoY; H1 +21.2% |
|---|---|
| Margins | EBITDA margin 8.8% vs 10.8% YoY; raw material costs elevated |
| Demand visibility | OEM double-digit growth; exports face geopolitical headwinds |
Growth
Consolidated Q2 revenue +18.5% YoY, H1 +21.2%. Lead-acid revenue ~+18% YoY; NEB revenue up over 30%.
Outlook
Board approved 5 GWh LFP cell giga factory and pack capacity increase from 4 to 9 GWh. GIGA 1 (2 GWh NMC) expected Q2-FY28; 16 GWh cell by FY2030.
Risks
Raw material cost inflation and strategic spend (Amaron Assist, Factory of Future) compressed margins. Exports face geopolitical headwinds.
Investor Presentation filed with NSE, NSE: ARE&M. Summary written with AI assistance from the document.
Amara Raja Energy & Mobility Ltd: key numbers
- Share price
- ₹708.40
- Market cap
- ₹12,966 Cr
- Revenue (annual)
- ₹13,814 Cr
- Net profit (annual)
- ₹895.8 Cr
- P/E (TTM)
- 16.2×Sector 31.3×
- 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 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.
Amara Raja Energy & Mobility Legal & Regulatory
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- Value
- ₹2.08 Cr