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Amara Raja Energy & Mobility Limited Q1 FY27 earnings call summary

NSE: ARE&M · BSE: 500008

Earnings call of 11 Aug 2026, summarised by AI from the filing.

Amara Raja Q1 FY27 consolidated revenue ₹4,215 cr, up around 24%, with FY27 capex guided at ₹1,700 cr.

Key takeaways

  1. Capex FY27 capex estimated at ₹1,700 cr, with ₹1,300 cr for new energy business.
  2. Margin Standalone EBITDA margin 10.1%, consolidated 9.6%, impacted by material costs and strategic initiatives.
  3. Risk Significant increase in procurement costs of alloy, sulfuric acid, and poly.

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.