| 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
- ₹728.25
- Market cap
- ₹13,329 Cr
- Revenue (annual)
- ₹13,814 Cr
- Net profit (annual)
- ₹895.8 Cr
- P/E (TTM)
- 16.7×Sector 32.4×
- 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
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- Value
- ₹100.0 Cr
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- Key figure
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Amara Raja Energy & Mobility Management Change
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