Financial Results FY26

Net loss reportedExceptional itemResults View source PDF Explain this filing

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Price reactionminutes from the announcement price · days from the prior close

+0.5%Reaction day

₹886.80

prior close

₹893.00

announcement price

After-mkt

timing

Nifty Smallcap 250market · index membership as recorded later (tracked since Jun 2026)+0.2%+0.3% vs market

Auto Components & Equipments peers, median of 116sector-0.1%+0.6% vs sector

On the reaction day the stock moved 0.3 pts more than Nifty Smallcap 250 and 0.6 pts more than its Auto Components & Equipments peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

+2.5

10m

+2.3

15m

+2.0

30m

+1.6

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+0.5+0.2+0.3-0.1+0.6

Next day

+2.0+0.7+1.3+0.2+1.8

-0.1+0.1-0.2-1.1+1.0

-1.2-0.7-0.5-2.2+0.9

-2.0-0.2-1.8-1.5-0.5

-3.2-0.1-3.1-2.4-0.9

-3.9+0.5-4.4-1.9-2.0

15d

-3.5+3.1-6.5-0.0-3.5

-7.3+3.8-11.0+0.7-8.0

-1.3+5.0-6.3+4.1-5.4

+3.8+8.7-4.9+5.0-1.2

UpDownMarket · Nifty Smallcap 250Sector · Auto Components & Equipments peers, median of 116Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Amara Raja Energy & Mobility Ltd reported standalone revenue of ₹13,549 crore for FY26, up 9.2% from ₹12,405 crore in FY25. However, standalone net profit remained nearly flat at ₹1,307 crore versus ₹1,299 crore in FY25. On a consolidated basis, revenue grew to ₹13,814 crore but net profit declined 5.2% to ₹1,207 crore from ₹1,273 crore. The company recorded net exceptional gains of ₹181 crore from insurance claims related to a 2023 fire accident, partially offset by ₹259 crore charge due to new labour codes. Total dividend of ₹10.60 per share was declared (₹5.40 interim already paid plus ₹5.20 final recommended), slightly higher than ₹10.50 in FY25. Auditors issued unmodified (clean) opinions on both standalone and consolidated financials.

Likely market impact

The stock shows mixed signals: revenue growth of ~9% is positive, but the flat standalone PAT and declining consolidated PAT indicate margin pressure. The exceptional items distort the true operating performance, with the labour code impact being a one-time charge. Dividend continuity signals management confidence, but investors should watch for margin recovery in coming quarters.