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Amara Raja Energy & Mobility (500008) investor relations material
Amara Raja Energy & Mobility Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Consolidated Q2 FY26 revenue reached INR 3,467 crore, up 6.5%-6.7% YoY, with 95% from lead-acid and the rest from new energy business.
Four decades of experience, strong brand recall, and market leadership in automotive and industrial batteries, including telecom and data center sectors.
Name change in 2023 to reflect a broader vision in energy transition and mobility solutions.
Export presence in over 60 countries and a robust domestic and international distribution network.
Unaudited standalone and consolidated financial results for the quarter and half-year ended September 30, 2025, were approved and reviewed by the Board and auditors.
Financial highlights
Q2 FY26 consolidated revenue: INR 3,467.02 crore, up from INR 3,250.73 crore YoY; standalone revenue: INR 3,388.18 crore.
Q2 FY26 consolidated EBITDA: INR 3,743 Mn (10.8% margin); PAT: INR 2,765 Mn (8.0% margin); exceptional income of INR 121.79 crore from insurance claim.
Lead-acid business revenue was INR 3,297 crore, up 5% YoY.
Standalone operating margins were around 12%; adjusted for lithium telecom batteries, margins would be 12.4%.
One-time EPR credit cost provision of INR 35 crore impacted margins.
Outlook and guidance
Lead-acid battery revenue expected to grow 8%-10% in the next year.
NEB expansion with 16 GWh giga cell plant targeted by FY30 and phased capacity additions.
EBITDA margin target is 13% in the near term, aiming to return to 14% over time.
Ongoing ramp-up of new tubular battery plant and battery recycling facility.
Board and management reaffirmed compliance with accounting standards and regulatory requirements.
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