ARE&M Amara Raja Energy & Mobility Q3 FY26 results (Oct–Dec 2025) and concall
Amara Raja delivered a steady quarter characterized by a significant pivot toward New Energy, which now contributes over ₹200 crores to the top line. While the core Lead Acid business faced margin headwinds from rising alloy and acid prices, the company is aggressively expanding its lithium-ion and BESS (Battery Energy Storage Systems) capabilities. Management is navigating a sharp decline in telecom lead acid demand by capturing market share in the lithium transition, while simultaneously addressing export challenges through the planned setup of a U.S. subsidiary.
You’re reading a preview. Opening the full call uses 1 concall credit.
Sign in to use your monthly call allowance.
What they filed
Q3 FY26: revenue up 4.2%, net profit down 53.0% against the same quarter last year.
| Line item | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 |
|---|---|---|---|---|---|---|
| Revenue | 3,251 | 3,272 | 3,060 | 3,401 | 3,467 +7% | 3,410 +4% |
| EBITDA | 433 | 406 | 341 | 364 | 374 −14% | 374 −8% |
| Net profit | 236 | 298 | 162 | 165 | 276 +17% | 140 −53% |
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.
