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Amara Raja Energy & Mobility Limited Q3 FY26 earnings call summary

NSE: ARE&M · BSE: 500008

Earnings call of 12 Feb 2026, summarised by AI from the filing.

Amara Raja Q3 FY26 consolidated revenue ₹3,410 cr, up 4.2%; Board approves 5 GWh BESS plant with ₹280 cr capex by end FY27.

Key takeaways

  1. New Energy New Energy business revenue more than ₹200 cr, growth of almost 2x, supported by increased demand for telecom packs.
  2. Raw material costs Tin alloys, sulfuric acid and antimony alloys increased materially during the quarter, impacting margins.

Original filing on BSE

Amara Raja Energy & Mobility Limited Q1 FY27 results

As filed: Revenue ₹4,215 cr (+24% year on year), EBITDA ₹406 cr (+12% year on year), PAT ₹191 cr (+16% year on year), EBITDA margin 9.6% (−104 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹3,536 cr (+16% year on year), EBITDA ₹386 cr (+13% year on year), PAT ₹314 cr (+13% year on year), EBITDA margin 10.9% (−24 bps). Score 81 of 100, Above trend. Revenue and EBITDA growth were well above the company's own trend; profit before exceptional items growth was above it. EBITDA margin fell 24 bps year on year. Share price after the results: −3.8% in 30 days (Nifty 500: +0.9%).
  • Q3 FY26: Revenue ₹3,410 cr (+4% year on year), EBITDA ₹374 cr (−8% year on year), PAT ₹140 cr (−20% year on year), EBITDA margin 11.0% (−145 bps). Score 36 of 100, Below trend. Revenue and EBITDA growth were below the company's own trend; profit before exceptional items growth was well below it. EBITDA margin fell 145 bps year on year. Share price after the results: −15.1% in 30 days (Nifty 500: −10.1%).
  • Q2 FY26: Revenue ₹3,467 cr (+7% year on year), EBITDA ₹374 cr (−14% year on year), PAT ₹276 cr (−23% year on year), EBITDA margin 10.8% (−253 bps). Score 34 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA and profit before exceptional items growth were well below it. EBITDA margin fell 253 bps year on year. Share price after the results: −6.4% in 30 days (Nifty 500: −0.4%).
  • Q1 FY26: Revenue ₹3,401 cr (+4% year on year), EBITDA ₹363 cr (−17% year on year), PAT ₹165 cr (−34% year on year), EBITDA margin 10.7% (−272 bps). Score 20 of 100, Below trend. EBITDA margin fell 272 bps year on year. Not enough history for a trend yet: scored on growth alone. Share price after the results: +7.5% in 29 days (Nifty 500: +2.2%).
  • Q4 FY25: Revenue ₹3,060 cr (+5% year on year), EBITDA ₹341 cr (−17% year on year), PAT ₹162 cr (−30% year on year), EBITDA margin 11.1% (−296 bps). Score 22 of 100, Below trend. EBITDA margin fell 296 bps year on year. Not enough history for a trend yet: scored on growth alone. Revenue fell 6% from last quarter. Share price after the results: −11.7% in 29 days (Nifty 500: +3.3%).
  • Q3 FY25: Revenue ₹3,272 cr (+7% year on year), EBITDA ₹406 cr (−6% year on year), PAT ₹298 cr (−10% year on year), EBITDA margin 12.4% (−172 bps). Score 30 of 100, Below trend. EBITDA margin fell 172 bps year on year. Not enough history for a trend yet: scored on growth alone. Profit fell 6% from last quarter.
  • Q2 FY25: Revenue ₹3,251 cr (+10% year on year), EBITDA ₹433 cr (+7% year on year), PAT ₹236 cr (+4% year on year), EBITDA margin 13.3% (−30 bps). Score 44 of 100, In line with trend. EBITDA margin fell 30 bps year on year. Not enough history for a trend yet: scored on growth alone. Profit fell 5% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

Amara Raja Energy & Mobility Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.