Amara Raja Energy & Mobility Ltd
Amara Raja Energy & Mobility Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Lead Acid Battery business expects mid- to high single-digit growth for FY '27. Lead Acid Battery business expects 13-14% EBITDA margins over the next 2-3 years despite cost inflation, driven by throughput improvements and price pass-through.
From Amara Raja Energy & Mobility Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Lead Acid Battery business expects mid- to high single-digit growth for FY '27.
- OEM segments, both 4-wheeler and 2-wheeler, grew over 30% in Q4; aftermarket grew 5-6%.
- Industrial segments, excluding telecom, are growing 3-4%; tubular batteries growing above 30%.
- New energy (lithium pack) business grew about 1.5x year-over-year.
- Telecom lead acid volumes declining due to lithium transition but overall market share remains around 50%.
- Lithium pack supply to telecom has crossed 1 gigawatt hour in FY '26.
- Expansion underway with new ESS integration facility starting by end of current calendar year (5 GWh capacity initially).
2 more points from Amara Raja Energy & Mobility Ltd's call on revenue
Pro opens every point from 15K+ earnings calls
Profitability & Margins
See what Amara Raja Energy & Mobility Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Upcoming capex for the next year is planned between INR 1,500 to INR 1,700 crores.
- About INR 400 crores will be spent on the Lead Acid Battery business.
- The remaining INR 1,100 to INR 1,200 crores will be invested in New Energy business, including:
- Research lab establishment.
- Customer Qualification Plant.
- Ongoing accelerated project to construct an ESS (Energy Storage System) integration facility in Divitipally:
- Initial capacity of 5 GWh, with an ultimate capacity target of 10 GWh.
- Production expected to start at the end of the calendar year.
- Strategic addition targeted: 16 GWh lithium-ion battery capacity in Telangana.
- Capex for gigawatt-hour capacity for cell manufacturing is around $55-$60 million per GWh, with recent reductions of 20-25% noted.
2 more points from Amara Raja Energy & Mobility Ltd's call on capex
Pro opens every point from 15K+ earnings calls
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
See what Amara Raja Energy & Mobility Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
2 more points from Amara Raja Energy & Mobility Ltd's call on order book
Pro opens every point from 15K+ earnings calls
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.
Full financials →Continue your research
What Amara Raja Energy & Mobility Ltd's management said in earlier quarters
Others in Auto Components this season
- M M Forgings (Q4 FY26)
Q4FY26 total revenue (Standalone) is ₹413.33 Cr, up 15% year-on-year from ₹354.77 Cr in Q4FY25. Key investor presentation takeaways from M M Forgings's Q4 FY26
- Remsons Ind (Q4 FY26)
Consolidated Revenue from Operations for 4QFY26: Rs 1,304 million, up 23% YoY (Page 19). Key investor presentation takeaways from Remsons Industries Ltd's Q4 FY
- Rane (Madras) Ltd (Q4 FY26)
Q4 FY26 consolidated revenue: Rs 1,051.7 Cr, up 16.2% YoY (Page 15) . Key investor presentation takeaways from Rane (Madras) Ltd's Q4 FY26 investor presentation
- Viaz Tyres (Q4 FY26)
FY26 revenue was ₹108.34 crores, up 89.2% YoY; H2 FY26 revenue surged 127.6% YoY to ₹65.74 crores. Key concall takeaways from Viaz Tyres's Q4 FY26 earnings…
Arthneeti Pro · Annual
Amara Raja Energy & Mobility Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were Amara Raja Energy & Mobility Ltd Q4 FY26 results?
Lead Acid Battery business expects mid- to high single-digit growth for FY '27. Lead Acid Battery business expects 13-14% EBITDA margins over the next 2-3 years despite cost inflation, driven by throughput improvements and price pass-through.
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?
Upcoming capex for the next year is planned between INR 1,500 to INR 1,700 crores.
Keep Amara Raja Energy & Mobility Ltd on your radar — track it to get its next earnings analysis in your feed.
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.