Amara Raja Energy & Mobility Limited has informed the Exchange about Investor Presentation
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Amara Raja Energy & Mobility filed its Q1 FY26 earnings presentation. Consolidated revenue grew 4.2% YoY to INR 34,011 Mn, but profitability weakened sharply with EBITDA falling 16.9% YoY to INR 3,635 Mn and margins contracting 271 basis points to 10.7%. Net profit dropped 33.8% to INR 1,648 Mn, with PAT margins at 4.8% (down 280 bps) and diluted EPS at INR 9.00 versus INR 13. YoY. The lead acid battery segment (96% of consolidated revenue) saw OEM and industrial volumes grow while exports remained subdued and telecom volumes declined. The company is pushing ahead on its INR 95 Bn new energy capex, with a 16 GWh giga-cell plant in Telangana targeted to start operations by Q3/Q4 FY26.
The steep YoY drop in margins and profits may pressure the stock near term, but the company's near-zero debt, strong institutional shareholding and clear progress on the new energy giga-cell and recycling projects support a longer-term growth story. Investors will watch closely for margin recovery and execution milestones on the new energy business.