ARE&M Amara Raja Energy & Mobility Q1 FY26 results (Apr–Jun 2025) and concall
Amara Raja reported a steady quarter with 4% revenue growth, driven by robust domestic OEM demand and a burgeoning New Energy segment. However, margins were pressured by rising material costs (Antimony) and a shift toward lower-margin trading revenue. Management is aggressively pivoting toward Lithium-ion manufacturing with a ₹1,200-1,300 crore capex plan for FY26, targeting a 1 GWh gigafactory by the end of FY27.
You’re reading a preview. Opening the full call uses 1 concall credit.
Sign in to use your monthly call allowance.
What they filed
| Line item | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 |
|---|---|---|---|---|
| Revenue | 3,251 | 3,272 | 3,060 | 3,401 |
| EBITDA | 433 | 406 | 341 | 364 |
| Net profit | 236 | 298 | 162 | 165 |
How to read this
₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Inve summary of a publicly available earnings call transcript; see how call summaries are prepared. Not investment advice.
