Earnings Call/Transcript
Amara Raja Earnings Call Audio Recording
Amara Raja Energy & Mobility Ltd announced that the audio recording of its November 3, 2026 earnings call is available on its website.
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Earnings Call/Transcript
Amara Raja Energy & Mobility Ltd announced that the audio recording of its November 3, 2026 earnings call is available on its website.
Public Notice/Press Release
Amara Raja Energy & Mobility published newspaper advertisements covering Q2 and H1 FY27 financial results, interim dividend record date, TDS communication and physical share re-lodgement.
Investor Presentation
Amara Raja Energy & Mobility released its Q2 and H1 FY27 earnings presentation ahead of the earnings call scheduled for November 3, 2026.
Financial Results
Amara Raja Energy & Mobility reported 13% YoY revenue growth to ₹3,843.25 crore in Q2 FY27, with ₹250.71 crore profit before tax and an interim dividend of ₹4.30 per share.
Merger/Acquisition
Amara Raja Energy & Mobility approved incorporating a wholly owned subsidiary in India for automotive, battery and mobility assistance services, with an initial investment of up to Rs. 100 crore.
Financial Results
Amara Raja Energy & Mobility approved Q2 and H1 FY27 unaudited results, declared an interim dividend of ₹4.30 per share, and noted ₹2,320 crore capex approval for battery manufacturing capacity.
Amara Raja Energy & Mobility Ltd (ARE&M) is currently trading at 728.90 per share. Stock prices fluctuate during market hours on NSE and BSE based on demand, company updates, and overall market conditions. Refer to the live price chart above for the most recent price movement.
Amara Raja Energy & Mobility Limited manufactures automotive and industrial lead-acid batteries, while expanding into lithium-ion cells, battery packs, EV charging, energy storage, recycling, lubricants and digital automotive services. Its operations span 14 manufacturing facilities, exports to more than 70 countries and serve automotive OEMs, telecom, data centres, railways, UPS, power-control and mobility customers. The company is undertaking a major strategic transition from a lead-acid battery specialist toward an integrated energy and mobility platform. New-energy revenue increased more than 30% in Q2 FY27, while board-approved plans cover 16 GWh of cell capacity by FY2030, 9 GWh of pack assembly and 10 GWh of BESS manufacturing. Q2 FY27 revenue rose 18.5% year-on-year to INR 41,087 million, but EBITDA declined 3.4% and margin contracted to 8.8%. Elevated raw-material costs, strategic spending on Amaron Assist and Factory of Future initiatives, higher depreciation and finance costs reduced profitability despite strong automotive OEM and new-energy growth. Amara Raja Energy & Mobility Limited combines scale with an increasingly circular operating model. Its lead-recycling facility currently processes 100,000 tonnes annually, 88% of lead and alloys come from recycled sources, manufacturing waste recycling is 99%, and the company reports 12-times water positivity alongside a 37% reduction in Scope 1 and 2 emissions intensity since FY22.
Over the past 52 weeks, Amara Raja Energy & Mobility Ltd has traded between a low of ₹671.45 and a high of ₹1,017.20. The 52-week high and low indicate the stock’s price range over the last year and help investors understand its volatility and recent trading levels.
Amara Raja Energy & Mobility Ltd has a market capitalization of approximately 12,753.21. Market capitalization represents the total value of a company’s outstanding shares and helps investors understand its size, stability, and relative risk compared to other listed companies.
Amara Raja Energy & Mobility Ltd’s investment profile depends on its business fundamentals, valuation, and long-term outlook. The stock currently trades at a PE ratio of 15.98 and operates in the its sector sector. Investors typically assess financial performance, growth prospects, and individual risk tolerance before making investment decisions.
Based on its market capitalization of 12,753.21 Cr, Amara Raja Energy & Mobility Ltd is classified as a Small Cap stock. Large-cap stocks are generally more stable, while mid-cap and small-cap stocks tend to offer higher growth potential along with higher price volatility.
Amara Raja Energy & Mobility Ltd operates in the its sector sector. Sector classification matters because companies in the same sector are often affected by similar economic conditions, regulatory changes, and competitive dynamics, which can influence overall stock performance.
The Price-to-Earnings (PE) ratio of Amara Raja Energy & Mobility Ltd is 15.98. The PE ratio compares a company’s share price to its earnings and is commonly used to assess valuation. Comparing the PE ratio with sector peers and historical levels provides better context.
Amara Raja reports that approximately 88% of its lead and lead alloys come from recycled sources. The presentation provides a percentage but does not disclose the related tonnage or an earlier percentage for comparison.
Amara Raja reported consolidated operational revenue of Rs 4,108.7 crore in Q2 FY27. This was 18.5% higher than Rs 3,467 crore in Q2 FY26 and 2.5% lower than Rs 4,214.5 crore in Q1 FY27.
Amara Raja targets 16 GWh of cell capacity by FY2030 at Divitipally. The presentation identifies 2 GWh of NMC capacity in GIGA 1 and a separate 5 GWh LFP cell giga factory.
ARE&M reported revenue from operations of Rs 3,843.25 crore for the quarter ended September 30, 2026. This was Rs 455.07 crore above the Rs 3,388.18 crore reported in the corresponding quarter a year earlier.

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12,753 Cr
Moderate Risk
16.0
35.8
2.2
1.5
1,017.20
671.45
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