Amara Raja Energy & Mobility Ltd
Amara Raja Energy & Mobility Q3 FY25 earnings call: Revenue & Margins
Q3 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
Future growth expectations for Amara Raja Energy & Mobility Limited as per the transcript are: - Lead Acid Battery Business: - Four-wheeler segment expected to grow around 8-9% in volume. - Two-wheeler segment expected to grow around 11-13% in volume. - UPS segment (industrial side) expected to grow 6-7%. - Export market projected to grow 13-14%. - Overall revenue momentum on lead acid battery side expected at approximately 11-12% growth going forward. - New Energy Business: - Lithium-ion pack and charger business grew to about Rs. Lead acid battery business expects ~11-12% revenue growth supported by 8-9% growth in 4W segment, 11-13% growth in 2W segment, ~6-7% in UPS, and 13-14% in exports next year. - Lithium-ion (NMC) plant to start commercial production by end CY26 or early 2027, reaching breakeven and positive EBITDA only after 2-3 years due to ramp-up. - New energy business pack segment expected to grow at double digits; revenue was ~Rs.
From Amara Raja Energy & Mobility Ltd's Q3 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
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Profitability & Margins
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Capital Expenditure Plans
- Current year CAPEX: Around Rs. 400 crores (excluding tubular plant restatement), plus Rs. 200-300 crores for new energy business.
- Next year CAPEX: Estimated Rs. 300-400 crores for lead acid business and Rs. 500-600 crores for new energy business, totaling around Rs. 1000 crores.
- Additional investment approved: Rs. 200 crore for phase two of ARCSPL (recycling battery venture) depending on project progress.
- Amara Raja Power Systems received unsecured loan approval of Rs. 50 crores for charger manufacturing business.
- CAPEX includes capacity additions in 4-wheeler segment and automation/digitalization in lead acid battery factories.
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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
- No specific current or expected orderbook value was disclosed.
- The company mentioned existing agreements with OEMs for NMC cells, including a prior announcement for 21,700 cells with a couple of OEMs.
- Discussions are ongoing with several other OEMs, particularly for two-wheeler and three-wheeler applications.
- Exact details or numbers about new orders or pending orders in the lithium-ion cell business were not shared.
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Amara Raja Energy & Mobility Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹3.5K Cr, net profit ₹322 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Amara Raja Energy & Mobility Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Amara Raja Energy & Mobility Ltd Q3 FY25 results?
Future growth expectations for Amara Raja Energy & Mobility Limited as per the transcript are: - Lead Acid Battery Business: - Four-wheeler segment expected to grow around 8-9% in volume. - Two-wheeler segment expected to grow around 11-13% in volume. - UPS segment (industrial side) expected to grow 6-7%. - Export market projected to grow 13-14%. - Overall revenue momentum on lead acid battery side expected at approximately 11-12% growth going forward. - New Energy Business: - Lithium-ion pack and charger business grew to about Rs. Lead acid battery business expects ~11-12% revenue growth supported by 8-9% growth in 4W segment, 11-13% growth in 2W segment, ~6-7% in UPS, and 13-14% in exports next year. - Lithium-ion (NMC) plant to start commercial production by end CY26 or early 2027, reaching breakeven and positive EBITDA only after 2-3 years due to ramp-up. - New energy business pack segment expected to grow at double digits; revenue was ~Rs.
What is Amara Raja Energy & Mobility Ltd share price analysis?
Amara Raja Energy & Mobility Ltd currently shows a neutral. The stock trades at a P/E of 26.8 with a market cap of ₹17,183 Cr. Investors should review the full earnings analysis for detailed insights.
Is Amara Raja Energy & Mobility Ltd planning capital expenditure?
Current year CAPEX: Around Rs.
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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.