ARE&M Amara Raja Energy & Mobility Q4 FY26 results (Jan–Mar 2026) and concall
Amara Raja Energy & Mobility reported a robust Q4 FY26 with consolidated revenue up 15% YoY to ₹3,530 crores, driven by strong domestic automotive and tubular battery demand. The New Energy business saw significant growth, contributing ₹280 crores. Despite geopolitical issues impacting exports and rising raw material costs, the company maintained Lead Acid Battery operating margins at 12.3% and outlined substantial capex plans for FY27, primarily for New Energy initiatives like the Giga 1 cell line and ESS integration facility.
You’re reading a preview. Opening the full call uses 1 concall credit.
Sign in to use your monthly call allowance.
What they filed
Q4 FY26: revenue up 15.6%, net profit up 93.8% against the same quarter last year.
| Line item | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 |
|---|---|---|---|---|---|---|---|
| Revenue | 3,251 | 3,272 | 3,060 | 3,401 | 3,467 +7% | 3,410 +4% | 3,536 +16% |
| EBITDA | 433 | 406 | 341 | 364 | 374 −14% | 374 −8% | 386 +13% |
| Net profit | 236 | 298 | 162 | 165 | 276 +17% | 140 −53% | 314 +94% |
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.
