Q2 2025 Amara Raja Energy & Mobility Ltd Earnings Call Transcript
Key Points
- Amara Raja Energy & Mobility Ltd (BOM:500008) reported a 10% year-on-year growth in consolidated revenue, reaching 3,002 crore.
- The lead acid battery business saw a 12% year-on-year growth, driven by strong volume growth across most product segments.
- Four-wheeler battery volumes experienced significant growth, with a 15% increase in the aftermarket and a 20% rise in exports.
- The company is seeing traction with its new Loops product, generating over 30 crore in revenue this quarter.
- The recycling plant in Tamil Nadu is set to commence refining operations, which is expected to improve lead recovery and reduce material costs.
- The EV and ESS battery segments did not show substantial growth due to delays in offtake and changes in product specifications.
- There was a 5.5% margin dilution on a standalone basis, primarily due to higher trading revenue and increased raw material costs.
- The telecom segment experienced a 30% decline in volumes, impacting overall industrial sales.
- The new energy business faced additional expenses and turnover reduction, leading to a 1% margin dilution on a consolidated basis.
- The company anticipates additional expenses due to a fuel purchase cost adjustment levy imposed by the AP government, which may impact future quarters.
Ladies and gentlemen, good day and welcome to Amara Raja Energy and Mobility Limited Q2 FY25 earnings conference call.
(Operator instructions)
This conference call may contain forward-looking statements about the company which are based on the beliefs, opinions and expectations of the company. As on date of this call, these statements are not a guarantee of future performance and involve risks and uncertainties that are difficult to predict.
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 concludes.
Should you need assistance during the conference call, please? An operator by pressing star then zero on your touch on phone.
Please note that this conference call is being recorded.
I now hand the conference over to Mr Muki Sara from Ades Park. Thank you and over to you, sir.
Thank you, Sudan. Good evening Mukesh here from Park. Appreciate everybody logging in. I'm pleased to be
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