Amara Raja Energy & Mobility Limited has informed the Exchange about Presentation
ARE&M · price
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Amara Raja reported FY26 consolidated revenue of ₹1,38,140 Mn, up 7.5% YoY, but EBITDA fell 7.4% to ₹14,971 Mn. EBITDA margins compressed to 10.8% from 12.6% in FY25, continuing a downward trend from 14.2% in FY24. PAT declined 5.2% to ₹8,958 Mn with diluted EPS at ₹48.95 vs ₹51.62. Q4 showed stronger revenue growth of 15.5% YoY to ₹35,357 Mn, with PAT jumping 94.5% boosted by an insurance claim. The company continues its ₹9,500 crore capex for the new energy business with the giga-cell factory expected to start operations in Q2-CY2027 targeting 16 GWh capacity by FY30. Lead-acid business margins remain under pressure from raw material costs while the telecom segment faces declining lead-acid volumes as lithium solutions grow.
Sustained margin compression over three consecutive years signals structural earnings pressure in the core lead-acid business. However, the company's aggressive new energy capex and minimal debt provide a long-term growth narrative that could support valuations despite near-term profitability challenges.