Amara Raja Energy & Mobility Share Price

Conference Call with Amara Raja Energy & Mobility Management and Analysts on Q4FY26 & Full Year Performance and Outlook. Listen to the full earnings transcript.

• Trendlyne
• 1 week 2 days ago

Auto Parts & Equipment company Amara Raja Energy & Mobility announced Q4FY26 & FY26 results Standalone Financial Highlights: The Company reported standalone Revenue from operations of Rs 3,459.92 crore in Q4FY26, representing a YoY growth of 16.34% from Rs 2,973.85 crore in Q4FY25 and a QoQ increase of 3.26% from Rs 3,350.84 crore in Q3FY26. Standalone Profit Before Tax (PBT) for Q4FY26 stood at Rs 432.89 crore, witnessing a growth of 92.94% YoY compared to Rs 224.36 crore and a QoQ increase of 108.64% from Rs 207.48 crore. Standalone Net Profit After Tax (PAT) for Q4FY26 reached Rs 322.33 crore, reflecting a YoY growth of 93.23% from Rs 166.81 crore and a QoQ increase of 112.49% from Rs 151.69 crore. For FY26, standalone Revenue from operations was Rs 13,548.86 crore, up 9.22% YoY from Rs 12,404.89 crore in FY25. Annual standalone PBT for FY26 was Rs 1,306.93 crore, showing a slight increase of 0.60% YoY from Rs 1,299.15 crore. Annual standalone Net Profit (PAT) for FY26 stood at Rs 970.43 crore, a growth of 0.68% compared to Rs 963.90 crore in FY25. Earnings Per Share (EPS) for FY26 stood at Rs 53.02, compared to Rs 52.66 in FY25. Consolidated Financial Highlights: Consolidated Revenue from operations for Q4FY26 was Rs 3,535.75 crore, marking a YoY growth of 15.54% from Rs 3,060.07 crore and a QoQ increase of 3.68% from Rs 3,410.15 crore in Q3FY26. Consolidated PBT for Q4FY26 stood at Rs 420.91 crore, representing a growth of 97.96% YoY compared to Rs 212.62 crore and a QoQ increase of 118.95% from Rs 192.24 crore. Consolidated Net Profit After Tax (PAT) for Q4FY26 reached Rs 314.33 crore, witnessing a growth of 94.55% YoY from Rs 161.57 crore and a QoQ increase of 124.28% from Rs 140.15 crore. For FY26, consolidated Revenue from operations was Rs 13,814.00 crore, up 7.53% YoY from Rs 12,846.32 crore in FY25. Annual consolidated PBT for FY26 was Rs 1,206.89 crore, showing a decline of 5.21% YoY from Rs 1,273.17 crore. Annual consolidated Net Profit (PAT) for FY26 stood at Rs 895.77 crore, a decrease of 5.18% YoY from Rs 944.67 crore in FY25. Consolidated Earnings Per Share (EPS) for FY26 was Rs 48.95, compared to Rs 51.62 in FY25. The Board recommended a final dividend of Rs 5.20 per equity share (520%) of face value Rs 1 each. Combined with the interim dividend of Rs 5.40, the total dividend for FY26 amounts to Rs 10.60 per equity share. Business Highlights: Segment Performance: Lead acid batteries and allied products: This segment recorded a revenue of Rs 13,005.29 crore in FY26 compared to Rs 12,345.13 crore in FY25. The segment results (profit) for FY26 stood at Rs 1,270.46 crore. New energy business: This segment recorded a revenue of Rs 808.71 crore in FY26, showing significant growth from Rs 501.19 crore in FY25. The segment reported a loss of Rs 135.15 crore for FY26 compared to a loss of Rs 45.89 crore in FY25. Investments: The Company infused Rs 100 crore into its wholly-owned subsidiary, Amara Raja Advanced Cell Technologies Private Limited (ARACT), during the current quarter. The total investment in ARACT now stands at Rs 1,500.01 crore. Insurance Settlement: During Q4FY26, the Company received Rs 186.72 crore as a full and final settlement for insurance claims related to a fire accident at its Chittoor facility on January 30, 2023. A sum of Rs 181.15 crore, representing the gain above the recognized receivable, was recorded as an exceptional item. Business Interruption Claim: The Company received Rs 121.79 crore in respect of a 'Business interruption claim' during the quarter ended September 2025, which was presented under exceptional items. Labour Code Impact: The Company assessed the implications of the new Labour Codes, resulting in an incremental increase in gratuity liability due to past service costs amounting to Rs 43.80 crore on a standalone basis and Rs 47.63 crore on a consolidated basis. This has been treated as a non-recurring exceptional item. Subsidiary Financials: The group’s consolidated results include the performance of four wholly-owned subsidiaries: Amara Raja Batteries Middle East (FZE) U.A.E, Amara Raja Circular Solutions Private Limited, Amara Raja Advanced Cell Technologies Private Limited, and Amara Raja Power Systems Limited. Harshavardhana Gourineni, Executive Director, Automotive & Industrial, said: “In FY26, our automotive business delivered strong performance, led by OEM growth of over 20% and supported by steady momentum in the aftermarket. Our home energy business posted especially strong growth, while lithium solutions for the telecom segment continued their steady expansion. Although geopolitical developments in key Middle East markets created certain challenges, we continued to demonstrate resilience and adaptability. As a leader in the low-voltage battery segment, we remain focused on strengthening our market position through innovation, new product introductions, and enhanced customer offerings. Vikramadithya Gourineni, Executive Director – New Energy Business, said: “Our Giga Corridor infrastructure is shaping up well. Both the R&D; centre and qualification plant are under commissioning and will be operational in the next month, marking our first significant milestone for Amara Raja's Made In India cells. This will substantially accelerate our research and engineering efforts as we begin supplying commercial samples to customers in advance of our first gigafactory. We are also constructing a Battery Energy Storage Systems (BESS) plant in an accelerated manner, which is targeted to be operational by Q4. The first 2 GWh of cell manufacturing remains on track for June 2027.” Jayadev Galla, Chairman & Managing Director, said: “Amara Raja has recorded consistent performance over the past year, underpinned by our strong leadership in the lead-acid battery business and the growing momentum of our new energy initiatives. Despite evolving geopolitical dynamics and rapid technological shifts, our focus on strategic diversification into new products and chemistries has positioned us strongly for the future. Energy storage is fundamental to India’s growth journey, and we are steadily strengthening our capabilities to emerge as the country’s leading cell-to-grid player.” Result PDF

• Trendlyne
• 1 week 2 days ago

Although geopolitical developments in key Middle East markets created certain challenges, company continued to demonstrate resilience and adaptability, says ICICI Securities.

• Business Standard
• 1 week 2 days ago