Announced Fri, 14 Aug · 21:54 IST
Q1 FY27 earnings call: 24% revenue growth, margins moderated
Mgmt Guided Margin PressureMgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsMgmt Evaded Key QuestionInvestor Communications View source PDFExplain this filing
ARE&M · price
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Price reaction · full curve 14 horizons · vs prior close
-0.9%1-day move
₹946.90
prior close
₹945.95
base price
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AI summary
Amara Raja reported Q1 FY27 consolidated revenue of about INR 4,215 crores, up 24% YoY. Lead acid grew 22%, new energy 70%. Standalone EBITDA margin at 10.1%, consolidated 9.6%, hit by higher material costs and brand spend. Management took 3% price hike, plans 2-3% more. FY27 capex guided at INR 1,700 crores. BESS plant (10 GWh, INR 250-300 cr capex) targeted for 5 GWh in 6 months. Lead acid growth seen at 9-10% medium term.
Likely market impact
Margins near-term weak on costs, but price hikes and capex on track. BESS and lithium ramp-up key to long-term growth.