Q4 2025 Amara Raja Energy & Mobility Ltd Earnings Call Transcript
Key Points
- Amara Raja Energy & Mobility Ltd (BOM:500008) reported a consolidated revenue growth of about 5% in Q4 FY25, with the Lead Acid battery business contributing significantly.
- The domestic aftermarket for four-wheeler batteries showed a strong growth of 9% year-on-year, with overall volume growth at 15%.
- The New Energy business experienced a 35% revenue growth in the current quarter, driven by higher supply of ESS batteries to the telecom segment and continued performance of EV batteries.
- The company has successfully expanded its geographical presence, entering new markets such as the UK, Greece, and the Benelux region.
- Significant efforts in throughput enhancement have allowed the company to add capacities without incurring additional CapEx, potentially improving return ratios going forward.
- The company's profitability and operating margins were negatively impacted by increased material costs, particularly alloys like antimony, and higher power costs.
- There was a slowdown in the overall exports business, with international volumes experiencing a muted demand, leading to a 10% reduction over the previous year.
- The telecom segment within the Lead Acid business faced challenges, contributing to a muted overall industrial volume growth for the quarter.
- The New Energy business remained flat in terms of revenue for the year, with some existing customers losing market share.
- The company faces ongoing cost pressures from power and material costs, which may persist into the next quarters, affecting margins.
Ladies and gentlemen, good day, and welcome to the Amara Raja Energy & Mobility Q4 FY25 earnings conference call hosted by Elara Securities India Private Limited. (Operator Instructions) Please note that this conference has been recorded.
I now hand the conference over to Mr. Jay Kale. Thank you, and over to you, sir.
Yes. Thank you. Good evening, everyone. On behalf of Elara Securities, I welcome you all to the Q4 FY25 post earnings call of Amara Raja, Energy & Mobility Limited. From the management side, we have with us today Mr. Harshavardhana Gourineni, Executive Director, Automotive and Industrial; Mr. Vikramadithya Gourineni, Executive Director, New Energy Business; Mr. Y. Delli Babu, Chief Financial Officer.
I would now like to hand over the call to Mr. Delli Babu for his opening remarks. Over to you, sir.
Thank you, Jay. Good evening,
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