Amara Raja Ener.
Amara Raja Energy & Mobility Q1 FY27 earnings call: Revenue & Margins
Q1 FY27 earnings call: what management said on revenue, margins and capex.
Guidance rank: #21 of 65 in Auto Components
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What the Q1 FY27 call signalled
3 of 4 strong
The short version
Lead acid business volume growth expected at lower double-digit levels for two-wheelers and around 7%-8% for four-wheelers. Lead acid business volumes expected to grow in lower double digits for two-wheelers (~7-8% for four-wheelers), with overall industry volume growth around 9-10% medium-term.
From Amara Raja Ener.'s Q1 FY27 earnings-call transcript · updated 25 Aug 2026.
Revenue & Sales Performance
- Lead acid business volume growth expected at lower double-digit levels for two-wheelers and around 7%-8% for four-wheelers.
- Overall lead acid battery business, including industrial, mobility, and exports, could achieve revenue growth rates of 9%-10% in the medium term.
- Growth estimates primarily volume-driven; price pass-through to customers varies between B2B and B2C segments.
- Lithium-ion (new energy) segment growing rapidly, with telecom and EV packs showing volume growth over 50% year-on-year.
- New energy business expected to require INR1,700 crores capex in FY27, primarily towards gigafactory and BESS plants.
- BESS segment capacity planned at 10 GWh with expected ramp-up leading to utilization around 5 GWh within 6 months post-completion.
2 more points from Amara Raja Ener.'s call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- Current capex includes INR1,700 crores planned outlay, with around INR450 crores spent in Q1 FY27, majorly towards new energy business and lead acid recycling capex.
- Upcoming Giga 1 plant to commercialize during H1 FY28.
- 10-gigawatt hour capacity and E Positive plant also part of capex plans.
- Future capex options include continued funding by the holding company, within debt-to-equity limits, or exploring other funding options based on business case specifics.
- Considering a 16-gigawatt lithium-ion capacity target by FY30, though timings and capacity may adjust based on demand and product mix.
2 more points from Amara Raja Ener.'s call on capex
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Top-ranked in Auto Components
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- For the BESS (Battery Energy Storage System) business, there is reasonable visibility with major EPC players installing projects for various power generating stations in India.
- There is a reasonable order book in India for BESS, with potential export opportunities as the market develops.
- The company expects to ramp up to about 5 gigawatt-hour utilization within 6 months post commissioning of the BESS plant.
- For lithium-ion cells, customer qualification plants and sample supplies are starting, indicating pending customer approvals especially for telecom stationary applications.
2 more points from Amara Raja Ener.'s call on order book
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Amara Raja Ener. — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q1 FY27): revenue ₹4.0K Cr, net profit ₹203 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Amara Raja Ener.'s management said in earlier quarters
- Q2 FY27 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q3 FY25 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q2 FY26 earnings call →
- Q1 FY26 earnings call →
- Q4 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q4 FY24 earnings call →
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Revenue from operations: ₹11,294.31 Lakhs . Key investor presentation takeaways from Emerald Tyre's Q1 FY27 investor presentation — and how it ranks against sec
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FY26 revenue from operations: ₹824 crore, representing a 25% year-on-year increase over FY25 (₹659 crore). Key investor presentation takeaways from Autoline Ind
- Tolins Tyres (Q1 FY27)
Q1 FY27 revenue from operations: ₹79.27 crore, down 11.66% YoY from ₹89.74 crore in Q1 FY26 (Page 8). Key investor presentation takeaways from Tolins Tyres Ltd'
Potential multibaggers · Q2 FY27
Potential multibaggers in Auto Components
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Amara Raja Ener. Q1 FY27 results?
Lead acid business volume growth expected at lower double-digit levels for two-wheelers and around 7%-8% for four-wheelers. Lead acid business volumes expected to grow in lower double digits for two-wheelers (~7-8% for four-wheelers), with overall industry volume growth around 9-10% medium-term.
What is Amara Raja Ener. share price analysis?
Amara Raja Ener. currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 21.4 with a market cap of ₹16,834 Cr. Investors should review the full earnings analysis for detailed insights.
Is Amara Raja Ener. planning capital expenditure?
Current capex includes INR1,700 crores planned outlay, with around INR450 crores spent in Q1 FY27, majorly towards new energy business and lead acid recycling capex.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.