)
Amara Raja Energy & Mobility (500008) investor relations material
Amara Raja Energy & Mobility Q1 26/27 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Consolidated revenue grew 24% year-over-year to INR 4,215 crores, with 95% from lead-acid business (up 22%) and new energy business up over 70% to INR 209 crores.
Four-wheeler and two-wheeler aftermarket volumes rose 15%; OEM volumes up 24% (four-wheeler) and 35% (two-wheeler) year-over-year.
Name change in 2023 reflects a broader vision to lead India's energy transition, with a focus on comprehensive energy and mobility solutions.
Forayed into the New Energy business in 2022, with significant capex for Giga Corridor and advanced cell technologies.
Unaudited standalone and consolidated financial results for the quarter ended June 30, 2026, were approved by the Board on August 10, 2026.
Financial highlights
Q1 FY27 consolidated revenue rose 23.9% year-over-year to INR 42,145 Mn; EBITDA up 11.7% to INR 4,059 Mn; PAT up 15.8% to INR 1,909 Mn.
Standalone EBITDA margin at 10.1%, consolidated margin at 9.6%, impacted by higher material costs and increased brand promotion and strategic investments.
Margin dilution of 0.9% due to strategic initiatives and brand investments, including IPL sponsorship and Amaron Assist pilot.
Standalone revenue from operations reached ₹4,041.44 crore, up from ₹3,349.92 crore year-over-year.
Earnings per share (consolidated) stood at ₹10.43, up from ₹9.00 year-over-year.
Outlook and guidance
New Energy business to scale with 16 GWh cell capacity by FY30 and 10 GWh BESS Giga facility under construction.
Further price hikes of 2-3% planned to offset raw material cost increases.
Lead-acid battery business expected to achieve 9-10% revenue growth in the medium term, with volume growth of 7-8% for four-wheelers and low double digits for two-wheelers.
BESS plant expected to ramp up to 5 GWh utilization within six months of commissioning, with strong domestic order visibility.
Customer Qualification Plant commissioned in July 2026; E+ve plant commercialization expected in Q2 FY27.
- Sales topped Rs1,000m as profits rose and capacity expansion advanced.500008
Q4 96/97 - FY98 growth and the Johnson Controls alliance set up automotive battery expansion.500008
Q4 97/98 - Sales rose 29%, profit 40%, and automotive OEM production moved into operation.500008
Q4 98/99 - Sales rose 34%, but high Lead costs pressured margins as battery capacity expanded.500008
Q4 04/05 - Price wars cut earnings as automotive expansion and investment accelerated.500008
Q4 99/00 - Net sales grew 16.45%; automotive expansion and exports shape the growth plan.500008
Q4 00/01 - Record sales and automotive growth offset deferred-tax-driven PAT decline amid major capacity expansion.500008
Q4 01/02 - Automotive and export growth lifted sales, but telecom-led price pressure sharply reduced profit.500008
Q4 02/03 - Flat sales masked a steep profit decline as automotive, Quanta and exports grew.500008
Q4 03/04 - Record FY06 growth and capacity expansion, tempered by lead-price and currency risks.500008
Q4 05/06
Next Amara Raja Energy & Mobility earnings date
Next Amara Raja Energy & Mobility earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Explore our global coverage
)