Amara Raja Energy & Mobility Ltd.
ARE&MConsumer Discretionary filings
We hold this company’s filings and have not read the financial statements out of them yet. Every filing on record is listed under filings, and each one opens.
Earnings calls
4 transcript(s)/analyst meet(s) served; 2 document(s) on file are not transcripts (cover letters, duplicates, unresolved) and are excluded. Speaker attribution is shown only where the segmenter attributes ≥ 95% of sentences to management or analysts (0 of 4 documents here); elsewhere sentences render unattributed.
| Kind | Date | Period | Served | Attribution rate |
|---|---|---|---|---|
| TRANSCRIPT | 20200608 | 2020-03-31 | yes | |
| TRANSCRIPT | 20240809 | 2024-06-30 | yes | |
| COVER_LETTER | 20241112 | 2024-09-30 | no | |
| TRANSCRIPT | 20250604 | 2025-03-31 | yes | |
| TRANSCRIPT | 20250822 | 2025-06-30 | yes | |
| TRANSCRIPT | 20251112 | 2025-09-30 | yes | |
| TRANSCRIPT | 20260602 | 2026-03-31 | yes | |
| DUPLICATE | 20260602 | 2026-03-31 | no | |
| TRANSCRIPT | 20260814 | 2026-06-30 | yes |
ARE&M
files the standard Schedule III statements. Every figure below opens to the filing it was read from; where a figure is not shown, the reason is printed in its place.
Identity
| Statement division | general |
| Scope served | consolidated |
| Panels on this page | 4 |
Market
No split, bonus or consolidation is on record for this company inside the period this price series covers, so the closes need no adjustment.
| Last close | 795.40 |
| 52-week range | 672.45 – 1016.45 |
| Return 1M | -13.62% |
| Return 3M | -4.72% |
| Return 1Y | -20.67% |
| Return 3Y | 24.93% |
| Return 5Y | 8.1% |
| Market capitalisation | not shown — we could not confirm it |
| Shares outstanding | not shown — we could not confirm it |
| P/E | not shown — we could not confirm it |
| P/B | not shown — we could not confirm it |
| EV/EBITDA | not shown — we could not confirm it |
Latest quarter filed — period ending 2026-06-30
In INR crore except per-share figures. `period_id` is the period the filing names for the number; the date beside each cell is when it was filed.
| Revenue from operations | 4,215.00 |
| Other income | 20.00 |
| Total income | 4,234.00 |
| Cost of materials consumed | 2,352.00 |
| Purchases of stock-in-trade | 391.00 |
| Changes in inventories | 233.00 |
| Employee benefit expense | 267.00 |
| Finance costs | 12.00 |
Ownership — 2026-06-30, and the change from 2026-03-31
| Holder | Per cent | Change |
|---|---|---|
| promoter and promoter group | 0.33 | 0.00 |
| institutions foreign | 0.17 | 0.00 |
| institutions domestic | 0.15 | -0.02 |
| mutual funds | 0.06 | -0.01 |
| public | 0.67 | 0.00 |
Documents on file
| Class | Most recent | On file |
|---|---|---|
| COVER_LETTER | 2024-09-30 | 1 |
| DUPLICATE | 2026-03-31 | 1 |
| TRANSCRIPT | 2026-06-30 | 7 |
Financial statements
Filed results, consolidated, in INR crore except per-share figures. Every figure opens to the filing it was read from. Quarterly and annual columns are the periods the filing itself names, never a document date.
Quarterly results, as filed
| Line | 2022-09-30 | 2022-12-31 | 2023-03-31 | 2023-06-30 | 2023-09-30 | 2023-12-31 | 2024-03-31 | 2024-06-30 | 2024-09-30 | 2024-12-31 | 2025-03-31 | 2025-06-30 | 2025-09-30 | 2025-12-31 | 2026-03-31 | 2026-06-30 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue from operations | 2,700.00 | 2,638.00 | 2,429.00 | 2,796.00 | 2,959.00 | 3,044.00 | 2,908.00 | 3,263.00 | 3,251.00 | 3,272.00 | 3,060.00 | 3,401.00 | 3,467.00 | 3,410.00 | 3,536.00 | 4,215.00 |
| Other income | 24.00 | 27.00 | 25.00 | 23.00 | 29.00 | 24.00 | 33.00 | 30.00 | 25.00 | 35.00 | 26.00 | 18.00 | 28.00 | 33.00 | 27.00 | 20.00 |
| Total income | 2,724.00 | 2,664.00 | 2,454.00 | 2,819.00 | 2,989.00 | 3,068.00 | 2,941.00 | 3,293.00 | 3,276.00 | 3,307.00 | 3,086.00 | 3,420.00 | 3,495.00 | 3,443.00 | 3,563.00 | 4,234.00 |
| Cost of materials consumed | 1,740.00 | 1,824.00 | 1,490.00 | 1,546.00 | 1,873.00 | 2,001.00 | 1,607.00 | 1,693.00 | 1,836.00 | 2,043.00 | 1,716.00 | 1,801.00 | 2,096.00 | 2,247.00 | 2,205.00 | 2,352.00 |
| Purchases of stock-in-trade | 139.00 | 54.00 | 154.00 | 383.00 | 293.00 | 180.00 | 313.00 | 489.00 | 388.00 | 288.00 | 392.00 | 584.00 | 288.00 | 175.00 | 207.00 | 391.00 |
| Changes in inventories | -2.00 | -121.00 | -16.00 | 62.00 | -127.00 | -114.00 | -11.00 | 64.00 | -29.00 | -142.00 | -57.00 | -1.00 | -82.00 | -156.00 | 11.00 | 233.00 |
| Employee benefit expense | 151.00 | 161.00 | 147.00 | 164.00 | 170.00 | 177.00 | 176.00 | 202.00 | 208.00 | 212.00 | 201.00 | 222.00 | 251.00 | 236.00 | 246.00 | 267.00 |
| Finance costs | 5.00 | 6.00 | 6.00 | 6.00 | 6.00 | 6.00 | 11.00 | 9.00 | 14.00 | 11.00 | 10.00 | 11.00 | 9.00 | 10.00 | 15.00 | 12.00 |
| Depreciation and amortisation | 102.00 | 115.00 | 114.00 | 111.00 | 116.00 | 116.00 | 123.00 | 123.00 | 127.00 | 132.00 | 144.00 | 142.00 | 150.00 | 157.00 | 158.00 | 159.00 |
| Other expenses | 314.00 | 325.00 | 317.00 | 289.00 | 350.00 | 369.00 | 413.00 | 379.00 | 415.00 | 467.00 | 466.00 | 431.00 | 540.00 | 535.00 | 481.00 | 566.00 |
| Total expenses | 2,449.00 | 2,364.00 | 2,213.00 | 2,561.00 | 2,679.00 | 2,736.00 | 2,632.00 | 2,958.00 | 2,959.00 | 3,009.00 | 2,873.00 | 3,191.00 | 3,252.00 | 3,203.00 | 3,323.00 | 3,979.00 |
| Profit before exceptional items and tax | 275.00 | 301.00 | 241.00 | 258.00 | 310.00 | 332.00 | 309.00 | 335.00 | 317.00 | 298.00 | 213.00 | 229.00 | 243.00 | 240.00 | 240.00 | 255.00 |
| Exceptional items | 0.00 | 0.00 | -48.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 111.00 | 0.00 | 0.00 | 122.00 | -48.00 | 181.00 | 0.00 |
| Profit before tax | 275.00 | 301.00 | 194.00 | 258.00 | 310.00 | 332.00 | 309.00 | 335.00 | 317.00 | 409.00 | 213.00 | 229.00 | 365.00 | 192.00 | 421.00 | 255.00 |
| Current tax | 71.00 | 76.00 | 58.00 | 64.00 | 82.00 | 86.00 | 86.00 | 67.00 | 66.00 | 128.00 | 66.00 | 57.00 | 94.00 | 61.00 | 110.00 | 70.00 |
| Deferred tax | 3.00 | 3.00 | -4.00 | 2.00 | 1.00 | -8.00 | -7.00 | 19.00 | 16.00 | -18.00 | -15.00 | 7.00 | -6.00 | -8.00 | -3.00 | -6.00 |
| Tax expense | 74.00 | 79.00 | 54.00 | 66.00 | 83.00 | 78.00 | 80.00 | 86.00 | 81.00 | 110.00 | 51.00 | 64.00 | 88.00 | 52.00 | 107.00 | 64.00 |
| Profit for the period | 201.00 | 222.00 | 139.00 | 192.00 | 226.00 | 255.00 | 230.00 | 249.00 | 236.00 | 298.00 | 162.00 | 165.00 | 276.00 | 140.00 | 314.00 | 191.00 |
| Profit attributable to owners | 201.00 | 222.00 | 139.00 | 192.00 | 226.00 | 255.00 | 230.00 | 249.00 | 236.00 | — | 0.00 | 0.00 | 276.00 | 140.00 | 0.00 | 0.00 |
| Profit attributable to non-controlling interests | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | — | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other comprehensive income | 110.00 | -2.00 | 1.00 | -2.00 | -1.00 | 1.00 | -4.00 | 56.00 | 20.00 | -132.00 | -108.00 | -1.00 | 3.00 | -0.00 | 6.00 | -3.00 |
| Total comprehensive income | 311.00 | 220.00 | 140.00 | 190.00 | 225.00 | 256.00 | 226.00 | 305.00 | 255.00 | 167.00 | 54.00 | 164.00 | 279.00 | 140.00 | 321.00 | 188.00 |
| Earnings per share, basic | 11.78 | 12.99 | 8.16 | 11.25 | 13.25 | 14.91 | 12.55 | 13.61 | 12.87 | 16.30 | 8.83 | 9.00 | 15.11 | 7.66 | 17.17 | 10.43 |
| Earnings per share, diluted | 11.78 | 12.99 | 8.16 | 11.25 | 13.25 | 14.91 | 12.55 | 13.61 | 12.87 | 16.30 | 8.83 | 9.00 | 15.11 | 7.66 | 17.17 | 10.43 |
Annual results, as filed
| Line | 2020-03-31 | 2021-03-31 | 2022-03-31 | 2023-03-31 | 2024-03-31 | 2025-03-31 | 2026-03-31 |
|---|---|---|---|---|---|---|---|
| Revenue from operations | 6,839.00 | 7,150.00 | 8,697.00 | 10,388.00 | 11,708.00 | 12,846.00 | 13,814.00 |
| Other income | 55.00 | 87.00 | 78.00 | 92.00 | 110.00 | 116.00 | 106.00 |
| Total income | 6,894.00 | 7,237.00 | 8,775.00 | 10,480.00 | 11,819.00 | 12,962.00 | 13,920.00 |
| Cost of materials consumed | 4,219.00 | 4,383.00 | 5,969.00 | 6,639.00 | 6,883.00 | 7,287.00 | 8,350.00 |
| Purchases of stock-in-trade | 176.00 | 430.00 | 474.00 | 487.00 | 1,168.00 | 1,556.00 | 1,254.00 |
| Changes in inventories | 52.00 | -68.00 | -322.00 | 61.00 | -192.00 | -164.00 | -228.00 |
| Employee benefit expense | 386.00 | 427.00 | 499.00 | 592.00 | 735.00 | 823.00 | 955.00 |
| Finance costs | 12.00 | 11.00 | 15.00 | 22.00 | 34.00 | 44.00 | 45.00 |
| Depreciation and amortisation | 301.00 | 319.00 | 396.00 | 427.00 | 484.00 | 526.00 | 607.00 |
| Other expenses | 908.00 | 863.00 | 1,053.00 | 1,257.00 | 1,456.00 | 1,727.00 | 1,987.00 |
| Total expenses | 6,054.00 | 6,364.00 | 8,084.00 | 9,485.00 | 10,569.00 | 11,800.00 | 12,969.00 |
| Profit before exceptional items and tax | 841.00 | 873.00 | 691.00 | 995.00 | 1,250.00 | 1,162.00 | 952.00 |
| Exceptional items | 0.00 | 0.00 | 0.00 | -48.00 | 0.00 | 111.00 | 255.00 |
| Profit before tax | 841.00 | 873.00 | 691.00 | 947.00 | 1,250.00 | 1,273.00 | 1,207.00 |
| Current tax | 232.00 | 230.00 | 188.00 | 248.00 | 329.00 | 326.00 | 321.00 |
| Deferred tax | -52.00 | -3.00 | -9.00 | 4.00 | -13.00 | 3.00 | -10.00 |
| Tax expense | 180.00 | 227.00 | 179.00 | 253.00 | 316.00 | 328.00 | 311.00 |
| Profit for the period | 661.00 | 647.00 | 513.00 | 695.00 | 934.00 | 945.00 | 896.00 |
| Profit attributable to owners | — | — | — | 695.00 | 934.00 | 0.00 | 0.00 |
| Profit attributable to non-controlling interests | — | — | — | 0.00 | 0.00 | 0.00 | 0.00 |
| Other comprehensive income | -9.00 | -7.00 | 1.00 | 110.00 | -6.00 | -164.00 | 8.00 |
| Total comprehensive income | 651.00 | 640.00 | 513.00 | 805.00 | 928.00 | 781.00 | 904.00 |
| Earnings per share, basic | 38.69 | 37.87 | 30.01 | 40.66 | 51.05 | 51.62 | 48.95 |
| Earnings per share, diluted | 38.69 | 37.87 | 30.01 | 40.66 | 51.05 | 51.62 | 48.95 |
Balance sheet, as filed
| Line | 2022-09-30 | 2023-03-31 | 2023-09-30 | 2024-03-31 | 2024-09-30 | 2025-03-31 | 2025-09-30 | 2026-03-31 |
|---|---|---|---|---|---|---|---|---|
| Total assets | 6,945.00 | 7,124.00 | 7,864.00 | 8,978.00 | 10,040.00 | 10,168.00 | 10,847.00 | 11,457.00 |
| Non-current assets | 3,826.00 | 3,716.00 | 3,887.00 | 5,108.00 | 5,904.00 | 5,922.00 | 6,294.00 | 6,924.00 |
| Current assets | 3,119.00 | 3,408.00 | 3,976.00 | 3,869.00 | 4,136.00 | 4,247.00 | 4,553.00 | 4,533.00 |
| Property, plant and equipment | 2,669.00 | 2,890.00 | 2,981.00 | 3,318.00 | 3,369.00 | 3,532.00 | 3,999.00 | 4,192.00 |
| Capital work-in-progress | 694.00 | 248.00 | 282.00 | 626.00 | 1,110.00 | 1,298.00 | 1,201.00 | 1,585.00 |
| Goodwill | 0.00 | 0.00 | 27.00 | 436.00 | 436.00 | 436.00 | 436.00 | 436.00 |
| Other intangible assets | 70.00 | 66.00 | 61.00 | 54.00 | 59.00 | 47.00 | 37.00 | 29.00 |
| Inventories | 1,561.00 | 1,702.00 | 1,761.00 | 1,948.00 | 2,064.00 | 2,195.00 | 2,504.00 | 2,515.00 |
| Trade receivables | 966.00 | 887.00 | 1,126.00 | 1,136.00 | 1,139.00 | 1,263.00 | 1,323.00 | 1,243.00 |
| Cash and cash equivalents | 81.00 | 95.00 | 116.00 | 98.00 | 174.00 | 158.00 | 40.00 | 226.00 |
| Total equity and liabilities | 6,945.00 | 7,124.00 | 7,864.00 | 8,978.00 | 10,040.00 | 10,168.00 | 10,847.00 | 11,457.00 |
| Equity | 4,989.00 | 5,299.00 | 5,660.00 | 6,799.00 | 7,266.00 | 7,389.00 | 7,737.00 | 8,099.00 |
| Equity share capital | 17.00 | 17.00 | 17.00 | 18.00 | 18.00 | 18.00 | 18.00 | 18.00 |
| Other equity | 4,972.00 | 5,282.00 | 5,643.00 | 6,780.00 | 7,248.00 | 7,371.00 | 7,719.00 | 8,081.00 |
| Total liabilities | 1,956.00 | 1,825.00 | 2,204.00 | 2,179.00 | 2,774.00 | 2,779.00 | 3,110.00 | 3,358.00 |
| Non-current liabilities | 369.00 | 373.00 | 380.00 | 454.00 | 479.00 | 466.00 | 541.00 | 595.00 |
| Current liabilities | 1,587.00 | 1,452.00 | 1,824.00 | 1,725.00 | 2,296.00 | 2,313.00 | 2,569.00 | 2,762.00 |
| Borrowings, non-current | 17.00 | 10.00 | 10.00 | 26.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Borrowings, current | 7.00 | 7.00 | 7.00 | 27.00 | 217.00 | 145.00 | 189.00 | 276.00 |
| Trade payables | 912.00 | 757.00 | 1,044.00 | 856.00 | 1,060.00 | 1,087.00 | 1,282.00 | 1,184.00 |
Cash flow, as filed
| Line | 2022-09-30 | 2023-03-31 | 2023-09-30 | 2024-03-31 | 2024-09-30 | 2025-03-31 | 2025-09-30 | 2026-03-31 |
|---|---|---|---|---|---|---|---|---|
| Net cash from operating activities | 667.00 | 914.00 | 664.00 | 1,266.00 | 865.00 | 1,351.00 | 529.00 | 1,118.00 |
| Net cash from investing activities | -595.00 | -754.00 | -569.00 | -1,020.00 | -831.00 | -1,132.00 | -567.00 | -924.00 |
| Net cash from financing activities | -26.00 | -100.00 | -74.00 | -242.00 | 41.00 | -160.00 | -80.00 | -126.00 |
| Purchase of property, plant and equipment | 278.00 | 492.00 | 309.00 | 871.00 | 622.00 | 1,200.00 | 642.00 | 1,341.00 |
| Net increase in cash | 46.00 | 60.00 | 21.00 | 3.00 | 76.00 | 59.00 | -117.00 | 68.00 |
| con:CFO.BEFORE_TAX | 760.00 | 1,155.00 | 807.00 | 1,604.00 | 1,011.00 | 1,682.00 | 647.00 | 1,424.00 |
| con:INTEREST_RECEIVED.OPERATING | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:INTEREST_PAID.OPERATING | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:DIVIDENDS_RECEIVED.OPERATING | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:TAX_PAID.OPERATING | 93.00 | 240.00 | 143.00 | 338.00 | 146.00 | 331.00 | 118.00 | 306.00 |
| con:CF_OTHER.OPERATING | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:INVESTMENTS_PURCHASED | 78.00 | 78.00 | 132.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:INVESTMENTS_SOLD | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:PPE_DISPOSALS | 0.00 | 1.00 | 1.00 | 3.00 | 3.00 | 8.00 | 1.00 | 3.00 |
| con:CF_INVESTING.SUBSIDIARIES_SOLD | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:CF_INVESTING.SUBSIDIARIES_ACQUIRED | 0.00 | 0.00 | 0.00 | 132.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:CF_INVESTING.JV_SOLD | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:CF_INVESTING.JV_ACQUIRED | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Who owns it
The shareholding pattern filed with the exchange every quarter, as a series. Percentages are of total shares. Each figure names the filing it was read from and the date it was filed.
| Holder | 2023-03-31 | 2023-06-30 | 2023-09-30 | 2023-12-31 | 2024-03-31 | 2024-06-30 | 2024-09-30 | 2024-12-31 | 2025-03-31 | 2025-06-30 | 2025-09-30 | 2025-12-31 | 2026-03-31 | 2026-06-30 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Promoter and promoter group | 28.06 | 28.06 | 28.06 | 28.06 | 32.86 | 32.86 | 32.86 | 32.86 | 32.86 | 32.86 | 0.33 | 0.33 | 0.33 | 0.33 |
| Domestic institutions | 9.21 | 10.47 | 16.81 | 17.92 | 15.35 | 14.55 | 15.36 | 14.81 | 14.58 | 14.00 | 0.16 | 0.17 | 0.17 | 0.15 |
| Mutual funds | — | — | — | — | — | — | — | — | — | 5.67 | 0.07 | 0.07 | 0.07 | 0.06 |
| Insurance companies | 0.00 | 0.00 | 7.25 | 11.32 | 10.37 | 9.11 | 8.43 | 7.97 | 8.10 | 7.84 | 0.09 | 0.10 | 0.09 | 0.09 |
| Foreign institutions | 36.19 | 35.22 | 24.64 | 24.00 | 24.45 | 23.84 | 22.34 | 21.82 | 20.70 | 19.39 | 0.18 | 0.17 | 0.17 | 0.17 |
| Public | 71.94 | 71.94 | 71.94 | 71.94 | 67.14 | 67.14 | 67.14 | 67.14 | 67.14 | 67.14 | 0.67 | 0.67 | 0.67 | 0.67 |
| Non-institutional | 26.54 | 26.25 | 30.48 | 30.01 | 27.33 | 28.75 | 29.44 | 30.51 | 31.85 | 33.75 | 0.33 | 0.33 | 0.33 | 0.34 |
| Shares outstanding | 170812500 | 170812500 | 170812500 | 170812500 | 183025364 | 183025364 | 183025364 | 183025364 | 183025364 | 183025364 | 183025364 | 183025364 | 183025364 | 183025364 |
Related parties
Transactions with related parties as disclosed to the exchange for the period ending 2024-09-30, by counterparty, largest first. Amounts are as filed. Each row names the filing and the date it was filed.
| Counterparty | Relationship | Type | Amount in the period | Transactions |
|---|---|---|---|---|
| Amara Raja Infra Private Limited (ARIPL) | Common Directors | Advance, Any other transaction, Interest received, P | 2,725,500,000.00 | 16 |
| Mangal Industries Limited (MIL) | Promoter | Advance, Any other transaction, Interest received, P | 2,262,000,000.00 | 13 |
| Amara Raja Electronics Limited (AREL) | Common Directors | Advance, Any other transaction, Interest received, P | 961,400,000.00 | 12 |
| Mr. Jayadev Galla | Promoter/KMP | Any other transaction, Remuneration, Sale of goods o | 388,800,000.00 | 5 |
| Amara Raja Advanced Cell Technologies Private Limited(ARACTP | Wholly owned subsidiary | Any other transaction, Interest received, Purchase o | 291,700,000.00 | 11 |
| Amara Raja Circular Solutions Private Limited (ARCSPL) | Wholly owned subsidiary | Any other transaction, Sale of fixed assets | 247,600,000.00 | 3 |
| Amara Raja Power Systems Limited (ARPSL) | Wholly owned subsidiary | Any other transaction, Purchase of goods or services | 186,600,000.00 | 3 |
| Harshavardhana Gourineni | Promoter/KMP | Any other transaction, Remuneration | 181,300,000.00 | 2 |
| Vikramadithya Gourineni | Promoter/KMP | Any other transaction, Remuneration | 181,300,000.00 | 2 |
| Rajanna Foundation | Entity in which KMP/Relative of KM | Any other transaction | 78,000,000.00 | 1 |
| Amara Raja Educational Society | Entity in which KMP/Relative of KM | Any other transaction | 50,200,000.00 | 1 |
| Amara Raja Batteries Middle East (FZE) | Wholly owned subsidiary | Any other transaction, Purchase of goods or services | 46,700,000.00 | 3 |
| Dr. G Ramadevi | Promoter/Relative of KMP | Any other transaction | 24,400,000.00 | 3 |
| RN Galla Family Private Limited (RFPL) | Promoter | Any other transaction, Interest received, Purchase o | 11,800,000.00 | 5 |
| Dr. Ramachandra N Galla | Promoter/Relative of KMP | Any other transaction | 3,200,000.00 | 2 |
What management said
Every earnings call we hold for this company, read in full. Prepared remarks are separated from the question-and-answer session and every paragraph names who said it and on which page. These are management’s own words, not filed figures.
| Date | Quarter | Who spoke | |
|---|---|---|---|
| 2026-06-02 | Q4FY26 | ENERGY & MOBILITY LIMITED | Read the call |
| 2025-08-22 | Q1FY26 | Read the call | |
| 2025-06-04 | Q4FY25 | ENERGY & MOBILITY LIMITED | Read the call |
| 2020-06-08 | Q4FY20 | Read the call |
What they said about it, quarter by quarter
| Topic | Q1FY26 | Q4FY20 | Q4FY25 | Q4FY26 |
|---|---|---|---|---|
| Capex | As far as capex is concerned, I think we continue to project about INR1,200 crores to INR1,300 crores of capex for the current fiscal. | Firstly on the capex front you talked about expansion on the four wheeler side I think there was some expansion going on, on the two wheeler battery a… | And also, as Harsha was mentioning, some of the throughput enhancement, for example, you would have seen in the presentation that we have placed in th… | And in the INR9,500 crores-odd capex that you have planned, what is the ROCE you've underwritten? |
| Capital allocation | My question is that, as Amara Raja scales its New Energy business and deepens its focus on advanced chemistry, how are you approaching talent acquisit… | Going forward over the next two, three years I am sure it will start paying dividend in terms of the operational performance of the company. | — | — |
| Costs | Recently, we have seen some uptick at the raw material level, but we are yet to see that translating into price change at the cell level. | On the material savings any numbers you can give say X percentage of raw material cost saved? | And are you facing any further cost pressures in the coming quarters? | My second question was you referred to the raw material input cost inflation. |
| Debt and cash | To that extent, the overall working capital burden that will be there on the company also will come down. | — | It may change by maybe about 15%, 20% in terms of cash flow. | — |
| Demand | And during the current quarter, the OEM demand was robust along with the aftermarket growth in the 4-wheeler as well as 2- wheeler segments. | Maybe this is because of five-six weeks of freezing of economic activity, a bit of pent-up demand is reappearing and May month has seen reasonable tra… | So all this should give us more help in the coming period, we'll be able to meet higher demand requirements without much of a capex getting invested i… | And when I look at what the industry says, there are announcements, if I Amara Raja Energy and Mobility Limited May 26, 2026 tally up about 290 gigawa… |
| Guidance | So as far as the overall New Energy business is concerned, the revenue was about INR122 crores, where it was aided by a very strong growth on the stor… | Okay Sir and Sir lastly in terms of telecom segment over the last four years it is declining, now that probably bandwidth consumption has gone up duri… | We expected about 40 bps impact because of the fuel cost going up. | And also, if you can share your thoughts on outlook for FY '27 in Replacement and Industrial segments, that will be helpful? |
| Margin | If I adjust it for the lithium revenues that come into the stand-alone financials, the EBITDA margin is around 11.7% or so. | My question is that in FY2020 we did see better mix, which contributed to gross margin expansion. | Could you give us some details in terms of how those margin levers will work? | But if we can look at that kind of cost disadvantage getting factored, if we can achieve a scale of about 8 to 10 gigawatt hour, we see that there is … |
| People | — | Compared to pre-lockdown utilization level across different segments what kind of level now we have reached in the utilization of plant? | — | So how does that play into your utilization equation and customer conversations? |
| Pricing | So just wanted to understand how much is the under recovery, whether more price hikes will be taken and whether traded mix will also normalize in the … | We lost it for a couple of years in between because of pricing issues, but I think the continued collaboration with customers and offering them soluti… | Sir, on the pricing, can you also mention how much increase we have done? | So as you know, Raghu, about 70% of the material is between lead and alloys and naturally alloys like tin, antimony, all these are showing increasing … |
| Revenue growth | During the Q1 of FY '26, the consolidated revenues stood at INR3,401 crores, that's a growth of about 4% over the previous year, whereas on a quarter-… | — | And if we sees our revenue growth from 2015 to '16, revenue growth has grown more than 3 to 4x and our bottom line also growing in the similar lines. | Congratulations on the good revenue growth in challenging times. |