Amara Raja Energy & Mobility Ltd (BOM:500008)

Q3 2026 Amara Raja Energy & Mobility Ltd Earnings Call Transcript

Feb 12, 2026 / 11:00 AM GMT

Release Date Price: ₹862.35 (-5.37%)

Transcript

Key Points

Positve

Amara Raja Energy & Mobility Ltd (BOM:500008) reported a consolidated revenue growth of 4.2% year-over-year, reaching 3,410 crores.
The company achieved a significant milestone in its new energy business, crossing the 200 crore revenue mark for the first time, with a growth of almost 2 times compared to the previous year.
Domestic automotive four-wheeler volumes grew by 7%, with OEM volumes showing robust growth of around 25%.
The company is focusing on battery energy storage solutions, with plans to set up a 5 gigawatt integrated solution plant to cater to grid and commercial industry energy storage needs.
Amara Raja Energy & Mobility Ltd (BOM:500008) maintained operating margins of about 12% in the lead acid battery business despite cost pressures from raw materials.

Negative

The lead acid business reported a muted topline of around 3,174 crore due to a decline in industrial telecom lead acid volumes and a 15% decline in automotive export volumes.
The company faced challenges with raw material costs, particularly in thin alloys, sulfuric acid, and antimony alloys, which impacted margins.
There was a significant decline in telecom volumes by more than 45%, with the overall telecom share in revenue dropping to less than 5%.
The two-wheeler segment experienced flat growth, with only a marginal increase of around 1% due to a high base effect from the previous year.
Export volumes declined by 15% due to tariff issues and geopolitical uncertainties, particularly affecting the US market.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AMAR.NS - Amara Raja Energy & Mobility Ltd
Q3 2026 Amara Raja Energy & Mobility Ltd Earnings Call
Feb 12, 2026 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day. Welcome to Amara Raja Q3 F526, a new conference call hosted by Avida Park. As a reminder, all the participants live will be in religion only mode. There will be an opportunity for you to ask a question after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone.

Please note that this conference is being recorded now. I hand over a conference call to Mr. Krupashenko from Avenders Park.

Thank you and over to you, sir.

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Unidentified_2 [2]
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