ARE&M
Amara Raja Energy & Mobility Limited
NSEFiling History
Recent corporate announcements and filings for ARE&M
Business Update
Neutral
2026-08-27 16:18
- Concall Schedule
- Concall Date: September 03, 2026
- Concall Time: 10:00 A.M. IST
- Event: Participation in 'Ashwamedh - Elara India Dialogue 2026' conference organized by Elara Capital.
Business Update
Neutral
2026-08-24 18:02
- Concall Schedule
- Concall Date: August 28, 2026
- Concall Time: 04:00 PM IST
Financials
Positive
2026-08-14 21:56
- Q1 FY27 Consolidated Revenue ₹4,215Cr vs ₹3,401Cr (▲24% YoY)
- Consolidated EBITDA ₹405Cr vs ₹343Cr (▲18% YoY)
- Consolidated EBITDA Margin 9.6% vs 10.1% (▼50bps)
- New energy business revenue grew over 70% YoY to ₹209Cr, while lead acid business grew 22% YoY.
- Margins were impacted by elevated material costs, increased brand promotions, and strategic initiatives.
- Andhra Pradesh Pollution Control Board revoked the closure order issued on April 30, 2021.
- FY27 Capex is estimated at ₹1,700Cr, with ₹1,300Cr allocated to the new energy business.
Business Update
Neutral
2026-08-11 20:46
- The audio recording of the Earnings Call held on August 11, 2026, is now available on Amara Raja Energy & Mobility Limited's website for investors.
Financials
Positive
2026-08-10 20:04
- Q1 FY27 Consolidated Revenue: ₹4,214.5 Cr.
- Q1 FY27 Consolidated EBITDA: ₹405.9 Cr.
- EBITDA Margin: 9.6%, which moderated primarily due to elevated raw material costs and increased spending on brand promotion and strategic initiatives.
- Operational highlights for Q1 FY27 include sustained double-digit growth in Lead-Acid business (OEM & aftermarket) and over 50% revenue growth in the New Energy Business.
- Key New Energy Business developments include the commissioning of the Customer Qualification Plant and commencement of BESS 10GWh Giga factory construction.
Business Update
Positive
2026-08-10 17:18
- Board approved further investment of ₹500 Crores in Amara Raja Advanced Cell Technologies Pvt. Ltd. for Gigafactories and ₹50 Crores in Amara Raja Power Systems Ltd. for operational and manufacturing requirements.
Financials
Positive
2026-08-10 16:37
- Q1 FY27 Revenue from operations ₹4,041Cr vs ₹3,350Cr (▲21% YoY)
- Q1 FY27 Profit before exceptional items and tax ₹272Cr vs ₹261Cr (▲4% YoY)
Financials
Positive
2026-08-10 13:32
- Q1 FY27 Consolidated Revenue ₹4,214.54Cr vs ₹3,401.08Cr (▲23.92% YoY)
- EBITDA ₹405.92Cr vs ₹363.53Cr (▲11.66% YoY)
- PAT ₹190.94Cr vs ₹164.80Cr (▲15.86% YoY)
- EBITDA Margin 9.63% vs 10.69% (▼106bps)
Business Update
Positive
2026-08-06 22:09
- Amara Raja Energy & Mobility Limited withdrew writ petitions from the High Court of Andhra Pradesh.
- This action followed the receipt of the Revocation of Closure Orders.
- The company confirms there is no loss on account of this disclosure.
Business Update
Neutral
2026-08-06 17:53
- Concall Schedule
- Concall Date: Tuesday, August 11, 2026
- Concall Time: 04:00 P.M. IST
- Subject: To discuss Q1 FY27 financial results.
Business Update
Negative
2026-07-31 18:25
CRITICAL RED FLAG DETECTED
- Intimation of order dated July 31, 2026, from Appellate Authority upholding a tax order.
- Violations include excess ITC and short-paid tax for FY 2018-19 and 2019-20.
- Total Tax: ₹1.27 Cr, Penalty: ₹0.12 Cr, plus interest.
- Company to appeal, states no material financial impact; disclosed as contingent liability.
Business Update
Negative
2026-07-27 19:00
CRITICAL RED FLAG DETECTED
- Intimation of a Truck Detention Order under Section 129(3) of the GST Act, received on July 27, 2026.
- A penalty of ₹13.30 Lakhs was paid for the release of the truck due to a mismatch in the 'ship-to' address in documents.
- The Company will file an appeal and states there is no material impact on financials or operations.
Business Update
Positive
2026-07-27 19:00
- Plant visit for Analysts/Investors to the recently inaugurated Customer Qualification plant (CQP) of Amara Raja Advanced Cell Technologies Private Limited (ARACT).
- Date: July 30, 2026, from 11:00 AM IST.
Business Update
Positive
2026-07-18 21:11
- The Andhra Pradesh Pollution Control Board (APPCB) has revoked closure orders for Amara Raja Energy & Mobility Limited's manufacturing facilities at Karakambadi and Nunegundlapalle.
- The Company states there is no loss on account of this disclosure.
Governance
Positive
2026-07-17 15:47
- 41st AGM on August 10, 2026, 3:00 P.M. (IST) via VC/OAVM.
- Integrated Annual Report FY26 and AGM Notice dispatched.
- E-voting cut-off: Aug 3, 2026. Final Dividend Record Date: July 27, 2026.
- Management expresses optimism for sustained growth.
Business Update
Positive
2026-07-15 15:47
- Amara Raja Advanced Cell Technologies, a wholly owned subsidiary, commissioned its Customer Qualification Plant (CQP) in Telangana, inaugurated by CM A. Revanth Reddy.
- The CQP, with an investment of ₹500 crore, is part of the company's broader ₹9,500 crore, 16 GWh Gigafactory programme.
- It has an initial capacity of 60 MWh to manufacture lithium-ion cells for customer qualification and approval.
- Commercial-scale cell production is targeted to begin within the next year, with 2 GWh manufacturing on track for CY2027.
Business Update
Neutral
2026-06-29 22:29
- Concall Schedule
- Concall Date: July 02, 2026
- Concall Time: 04:00 PM IST
- Virtual meeting between the Company's management team and investor, Eternity Capital.
- No presentation will be made, and no Unpublished Price Sensitive Information will be shared.
Financials
Neutral
2026-06-26 16:13
- Board meeting on August 10, 2026, to approve Unaudited Financial Results (Standalone and Consolidated) for the quarter ending June 30, 2026.
- Trading window for designated persons to remain closed from July 1, 2026, to August 12, 2026.
Business Update
Neutral
2026-06-18 18:54
- Virtual meeting with ICICI Prudential Life Insurance, scheduled for June 18, 2026, at 03:30 PM IST, was cancelled.
- Cancellation due to last minute exigency.
Business Update
Neutral
2026-06-12 18:37
- Concall Schedule
- Concall Date: June 18, 2026
- Concall Time: 03:30 PM IST
Business Update
Neutral
2026-06-08 22:18
- Concall Schedule
- Concall Date: June 11, 2026
- Concall Time: Meetings scheduled from 1:00 PM to 3:00 PM with HDFC Mutual Fund and Anantnath Skycon.
Business Update
Neutral
2026-06-08 22:17
- Concall Schedule
- Concall Date: June 11, 2026
- Meetings with HDFC Mutual Fund (1:00pm-2:00pm, In-Person)
- Meetings with Anantnath Skycon (2:00pm-3:00pm, Virtual)
- No Unpublished Price Sensitive Information will be shared during the meetings.
Business Update
Positive
2026-06-02 11:24
- Management expects mid- to high single-digit growth in the Lead Acid Battery business for FY27, driven by domestic automotive and home energy segments. The company aims for 13-14% EBITDA margin for the Lead Acid Battery business in the medium term, despite ongoing raw material cost pressures and rupee depreciation.
- Capex for FY27 is projected at INR1,500-1,700 crores, with the majority (INR1,100-1,200 crores) allocated to the New Energy business.
- Significant progress in the New Energy business includes the Customer Qualification Plant commencing full-scale operations soon and the first Giga factory (2 GWh) starting production in June 2027.
- An ESS integration facility (initial 5 GWh, ultimate 10 GWh) is expected to commence production by the end of the calendar year, targeting 6-7% operating margins initially.
- The company acknowledges challenges in technology transfer from its Gotion partnership, shifting R&D and product development efforts increasingly in-house for its LFP plant (expected 2028 and later).
- Committed to 16-20 GWh total capacity in Telangana, with a short-term mix leaning towards stationary storage (BESS).
- Achieved zero waste to landfill and is 12x water positive at its plants, demonstrating strong sustainability efforts.
Business Update
Neutral
2026-05-26 20:47
Amara Raja Energy & Mobility Limited announced the availability of the audio recording of its Earnings Call, held on May 26, 2026. The recording is accessible on the company's website under the investors/Earnings-calls section.
Financials
Positive
2026-05-25 21:29
Consolidated Revenue for Q4FY26 stood at ₹35,357 Mn (▲15.5% YoY) against ₹30,601 Mn, EBITDA was ₹3,855 Mn (▲13.1% YoY) against ₹3,409 Mn, and PAT grew significantly to ₹3,143 Mn (▲94.5% YoY) from ₹1,616 Mn, largely due to an exceptional insurance claim income of ₹1,812 Mn, while EBITDA Margin saw a slight contraction to 10.9% from 11.1% (▼24bps).
Financials
Positive
2026-05-25 20:26
Amara Raja Energy & Mobility reported Q4 FY26 Revenue from operations of ₹3,460 Cr compared to ₹2,974 Cr in Q4 FY25 (▲16.3% YoY). Profit before Tax for Q4 FY26 was ₹433 Cr against ₹224 Cr in Q4 FY25 (▲93.3% YoY). For the full financial year FY26, revenue stood at ₹13,549 Cr, up from ₹12,405 Cr in FY25. The board recommended a final dividend of ₹5.2 per share. The new energy business saw a 60% increase in revenue, and Giga Corridor infrastructure with R&D and qualification plants are nearing operational status, with 2 GWh cell manufacturing on track for June 2027.
Financials
Positive
2026-05-25 19:58
Standalone Revenue from operations ₹3,459.92 Cr vs ₹2,973.85 Cr (▲16.35% YoY), EBITDA ₹377.13 Cr vs ₹342.23 Cr (▲10.19% YoY), PAT ₹322.33 Cr vs ₹166.81 Cr (▲93.24% YoY). EBITDA Margin 10.90% vs 11.51% (▼61bps). The Board also recommended a final dividend of ₹5.20 per share, bringing the total FY2025-26 dividend to ₹10.60 per share (vs ₹10.50 in FY2024-25).
Financials
Positive
2026-05-25 19:54
The Board of Directors of Amara Raja Energy & Mobility Limited, in a meeting on May 25, 2026, approved the Audited Standalone and Consolidated Financial Results for the Quarter & Year ended March 31, 2026. The Joint Statutory Auditors issued an 'Unmodified Opinion' on the financial statements. The Board also recommended a final dividend of ₹5.20 per equity share for FY 2025-26, bringing the total dividend for the fiscal year to ₹10.60 per share, which includes an interim dividend of ₹5.40.
Financials
Positive
2026-05-25 19:46
Amara Raja Energy & Mobility announced that its 41st Annual General Meeting will be held on Monday, August 10, 2026. The record date for the final dividend of ₹5.20 per equity share (520%) for the financial year 2025-26 has been set for Monday, July 27, 2026.
Governance
Neutral
2026-05-25 19:25
Amara Raja Energy & Mobility Limited announced the re-appointment of Mr. Harshavardhana Gourineni and Mr. Vikramadithya Gourineni as Executive Directors. The re-appointments are effective from June 12, 2026, for a term of five years, subject to shareholder approval at the ensuing 41st AGM.
Governance
Neutral
2026-05-25 19:10
Amara Raja Energy & Mobility Limited announced that its Board of Directors, at a meeting held on May 25, 2026, appointed M/s. Ernst & Young LLP as the Internal Auditors for the financial year 2026-27. Additionally, M/s. Sagar & Associates was re-appointed as the Cost Auditors for the same financial year.
Financials
Positive
2026-05-25 19:03
Consolidated Revenue ₹3,535.75Cr vs ₹3,060.07Cr (▲15.54% YoY), EBITDA ₹385.51Cr vs ₹340.85Cr (▲13.10% YoY), PAT ₹314.33Cr vs ₹161.57Cr (▲94.55% YoY). EBITDA Margin 10.90% vs 11.14% (▼24bps). The Board recommended a final dividend of ₹5.20 per equity share, bringing the total dividend for FY26 to ₹10.60 per share, up from ₹10.50 in FY25.
Financials
Positive
2026-05-25 18:53
Amara Raja Energy & Mobility Limited reported Consolidated Revenue of ₹3,535.75Cr vs ₹3,060.07Cr (▲15.54% YoY) for the quarter ended March 31, 2026. EBITDA was ₹566.66Cr vs ₹340.85Cr (▲66.24% YoY). Net Profit (PAT) was ₹314.33Cr vs ₹161.57Cr (▲94.54% YoY). EBITDA Margin expanded to 16.03% vs 11.14% (▲489bps). The Board recommended a final dividend of ₹5.20 per equity share, bringing the total dividend for FY26 to ₹10.60 per share (vs ₹10.50 for FY25).
Business Update
Neutral
2026-05-21 17:58
Amara Raja Energy & Mobility Ltd. announced an investor/analyst call to discuss its Q4 FY26 financial results. The virtual call is scheduled for Tuesday, May 26, 2026, at 04:30 P.M. IST. The audio recording and transcript of the call will be uploaded on the company's website.
Business Update
Positive
2026-05-06 17:14
Amara Raja Energy & Mobility Limited announced the launch of its new service 'Amaron Assist' under its flagship 'Amaron' brand on May 7, 2026. This initiative aims to enter the automotive and battery services segment, creating additional revenue pools by leveraging its existing brand, customers, and distribution network.