Q3 2025 Amara Raja Energy & Mobility Ltd Earnings Call Transcript
Key Points
- Amara Raja Energy & Mobility Ltd (BOM:500008) reported a consolidated revenue growth of 7.5% year-over-year, reaching INR3,272 crores.
- The lead-acid battery segment saw a revenue growth of 9% driven by strong volume growth in automotive and industrial segments.
- Export volumes increased by 8% to 9% during the quarter, with expectations of double-digit growth by year-end.
- The company received an insurance claim of INR275 crore for the tubular plant, resulting in an exceptional gain of INR111 crore.
- The first phase of the recycling plant commenced commercial operations, with a refining capacity of 50,000 tons.
- The telecom segment experienced a decline in lead-acid battery volumes due to a shift towards lithium chemistry, impacting overall volume growth.
- The new energy business saw a 20% reduction in revenue compared to the previous year due to changes in OEM uptake.
- Gross margins were diluted by 1% to 1.2% due to increased costs of alloy metals and power costs.
- The company anticipates further impact on operating margins in Q4 due to additional power cost provisions.
- A comprehensive income loss of INR132 crore was recorded due to fair value reassessment of investments in startups.
Ladies and gentlemen, good day and welcome to the Q3 FY25' earnings conference call of Amara Raja Energy and Mobility Limited, hosted by Motilal Oswal Financial Services Ltd.
(Operator Instructions)
Please note that this conference is being recorded.
I now hand the conference over to Mr. Aniket Mhatre from Motilal Oswal Financial Services Ltd.
Thank you and over to you, sir.
Thank you, Steve. Good evening, everyone. Welcome to the coast to this conference for the Amara Raja. At the outset, I would like to thank the management team of Amara Raja for giving us an opportunity to host this call. From the management team, we have with us Mr. Y Delli Babu, Chief Financial Officer of the company. I would now like to handle the call to Mr. Y. Delli Babu for his opening comments on the company's Q3 performance, post which will begin the conversation. Over to you, sir.
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