Amara Raja Energy & Mobility Limited has informed the Exchange about Investor Presentation
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Awaiting price reaction for this filing.
Amara Raja Energy & Mobility filed its Q3 FY26 investor presentation. Consolidated revenue grew 4.2% YoY to INR 34,102 Mn, but EBITDA fell 7.9% YoY to INR 3,738 Mn with margins compressing 140 bps to 11.0%. PAT dropped 53% YoY to INR 1,402 Mn, partly hit by a one-time INR 476 Mn expense from new labour code regulations. For 9M FY26, revenue rose 5% to INR 102,783 Mn while EBITDA margins slipped 220 bps to 10.8% on raw material price pressures and a higher OEM mix. The Lead Acid Business held margins at ~12.2% YTD, while the New Energy Business crossed INR 200 Cr revenue for the first time, supplying 250+ MWh of telecom packs. The company reaffirmed plans for a 16 GWh Giga cell plant by FY30 and a new 5 GWh BESS Giga factory (INR 280 Cr capex, operational by FY28).
Margin compression is a key concern, with management acknowledging raw material headwinds even as the core lead-acid business shows resilience. The stock trades at INR 909.7 (down ~25% from 52-week high), reflecting investor worries on profitability. Long-term growth bets on lithium cells and BESS are progressing but are still capex-heavy and not yet contributing meaningfully to earnings.