Q1 2025 Amara Raja Energy & Mobility Ltd Earnings Call Transcript
Key Points
- Revenue growth of 13% on a year-over-year basis, with lead-acid revenue growing by 15% after adjustments.
- Strong volume growth in both domestic and international automotive segments, with domestic aftermarket growing by 11% in volume.
- International automotive segment saw a substantial increase of 45% in volume, driven by new accounts in North America.
- Clean energy business experienced a 20% revenue growth, particularly in mobility and energy storage packs.
- Operating margin improved by 0.6-0.7% year-over-year due to higher realizations and price increases.
- Industrial segment experienced a 5% volume decline, primarily due to a 20% year-over-year decrease in the telecom segment.
- Higher trading revenue mix in inverter batteries led to margin dilution.
- Increased costs in metals like copper and plastics impacted margins.
- Telecom segment's volume decline attributed to higher base numbers from the previous year and ongoing lithium migration.
- CapEx requirements for new energy business are substantial, with approximately 2000 crores needed for ongoing projects.
Ladies and gentlemen, good day, and welcome to the Amira energy and mobility Q1 FY 20 posted this Earning Conference Call hosted by Batlivala & Karani Securities India Pvt. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation. Should you need assistance during the please signal an operator Lenzie. Please note that France is in decline since over to Mr. Chairman, they get at from Batlivala & Karani Securities, India Private Limited. Thank you and over to you.
Thanks.
Samit, welcome to Amitiza energy and mobility limited pointing a breakthrough in the course of the conference call from Nevada managed. But we have it does for them is provide daily. Bob Hau Chief Financial Officer.
I now hand over the conference to deliver the opening remarks to be followed by a question-and-answer session for TCF with.
Very good afternoon to everyone, and thanks
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