Amara Raja Q3 FY26: ₹251 Cr profit, shares slide 4%

Stock moves lower despite quarterly update

Amara Raja Energy & Mobility Ltd. (ARE&M) traded lower in the latest session, falling 4.17% from its previous close of ₹701.70 to a last traded price of ₹672.45. The move came alongside a steady flow of corporate disclosures, including an intimation regarding despatch of a postal ballot notice and an update on the schedule of a meet shared with the exchange. While such regulatory updates are routine, the company also has fresh quarterly numbers on record for FY26 that help investors track business momentum.

What the company reported for Q3 FY26

In an update dated Feb 11, 2026 from Hyderabad and Tirupati, ARE&M reported a profit before exceptional items and tax of ₹251.28 crore for Q3 FY26. The company also disclosed standalone “revenue from operations” of ₹3,350.84 crore for the quarter ended Dec 31, 2025. The same table also carried comparative numbers for earlier quarters, providing investors a clearer trendline on revenue and profitability.

Standalone financial highlights disclosed

The company’s standalone financial performance table (₹ in crore) included revenue from operations and profit metrics across three quarter-ends. Revenue from operations was ₹3,350.84 crore for the quarter ended Dec 31, 2025, compared with ₹3,388.18 crore for the quarter ended Jun 30, 2025 and ₹3,164.02 crore for the quarter ended Sep 30, 2024. Profit before exceptional items and tax stood at ₹251.28 crore for Dec 31, 2025, versus ₹283.76 crore for Jun 30, 2025 and ₹311.09 crore for Sep 30, 2024. The table also showed profit before tax of ₹207.48 crore for Dec 31, 2025, compared with ₹405.55 crore for Jun 30, 2025 and ₹422.16 crore for Sep 30, 2024.

New Energy Business crosses ₹200 crore revenue mark

ARE&M said its New Energy Business crossed ₹200 crore in revenue during the quarter, describing it as an important milestone. The company attributed this performance to robust domestic demand for telecom battery packs. This disclosure is notable because it signals measurable scale within a newer segment that sits alongside the company’s established lead-acid battery franchise across automotive and industrial applications.

Corporate disclosures: postal ballot and meeting schedule

Alongside business updates, the company informed the exchange about the despatch of a postal ballot notice. It also communicated a schedule of a meet to the exchange, as referenced in the provided disclosures. The dataset does not include the agenda or outcomes of those items, but these filings typically form part of ongoing governance and shareholder approval processes.

Board meeting calendar items previously disclosed

ARE&M also had earlier regulatory intimation(s) on board meetings. One disclosure stated that a board meeting was scheduled on 06/11/2025 to consider and approve unaudited financial results for the quarter and half-year ending September 30, 2025, and to consider declaration of interim dividend for FY2025-26. Another disclosure indicated a board meeting scheduled for Thursday, August 14, 2025 to approve unaudited financial results (standalone and consolidated) for the quarter ended June 30, 2025. These time-stamped items matter for investors tracking result cycles and dividend decisions.

Business profile and key customer segments

Amara Raja Energy & Mobility describes itself as a comprehensive solutions provider in the Energy and Mobility space. The company’s product and solution set includes energy storage solutions, lithium-ion cell manufacturing, EV chargers, and Li-ion battery pack assembly, alongside automotive and industrial lubricants and exploration of new chemistries. It is also among the largest manufacturers of energy storage products for industrial and automotive applications in India.

Brand footprint and OEM relationships

The company’s industrial battery brands include PowerStack®, AmaronVolt® and Quanta®, while its automotive battery brands include Amaron® and Powerzone. ARE&M supplies automotive batteries under OE relationships to multiple automakers, including Ashok Leyland, Ford India, Honda, Hyundai, Mahindra & Mahindra, Maruti Suzuki, and Tata Motors, among others listed in the provided text. The company also supplies batteries to telecom service providers, telecom equipment manufacturers, the UPS sector, Indian Railways, and segments such as Power, Oil and Gas.

Manufacturing and expansion context

The text notes that in August 2024, Amara Raja held a groundbreaking ceremony for the Customer Qualification Plant (CQP) at its Giga Corridor in Mahabubnagar, Telangana, described as the designated site for its upcoming lithium-ion cell gigafactory. Separately, historical context in the dataset mentions board approvals related to capacity expansion, including an expansion plan that would take capacity to 15 million units per annum and an earlier approval to expand four-wheeler battery capacity from 8.25 million units per annum to 11 million units per annum. These points provide background on how the company has approached scaling in batteries over time.

Key numbers at a glance

Why the update matters for investors

The disclosed numbers provide a snapshot of ARE&M’s earnings power and the contribution of newer business lines during FY26. The New Energy milestone crossing ₹200 crore adds a concrete data point on scale in telecom battery packs, while the standalone table helps investors compare revenue and profit measures across reported quarters. At the same time, the stock’s one-day move to ₹672.45 reflects how market prices can shift even when corporate updates are largely procedural or already known.

Conclusion

Amara Raja Energy & Mobility’s latest filings combine routine governance updates with a clear financial snapshot for Q3 FY26, including profit before exceptional items and tax of ₹251.28 crore and revenue from operations of ₹3,350.84 crore. Investors will continue to track further exchange disclosures, including outcomes linked to the postal ballot process and any scheduled meetings communicated by the company.