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Amara Raja Energy & Mobility Ltd.

•
amararajabatteries.comBSE: 500008NSE: ARE&M
Market Cap₹ 14,899 Cr.
Current Price
High / Low₹ 1,058 / 670
Stock P/E16.2
Book Value₹ 453
Price to Book1.52
Dividend Yield1.30 %
ROCE15.7 %
ROE11.6 %
Face Value₹ 1

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ABOUT

KEY POINTS

Revenue Breakup Mar 2026 • Lead Acid Batteries & Allied Products: 94.1% • Others: 5.9%

AI Sector View

AI GENERATED

Automobile and Auto Components

Buy

Domestic auto demand remains strong across categories, with total vehicles registered up 27% YoY (2026-07), passenger vehicle sales up 14% YoY (2026-06), 2-wheelers up 23% YoY (2026-06), and tractor sales up 18% YoY (2026-07). Core demand is reinforced by vehicle sales of 395199 units (Jul/26) and car registrations of 457810 units (Jul/26), outweighing FPI outflows of INR -11826 crore over 3 months to 2026-08-31. The stance stays positive because fundamentals are stronger than positioning.

Confidence
74%
View full sector analysis →

PROS

  • Company is almost debt free
  • Company has consistently been profitable over the last 5 years
  • Strong cash generation - operating cash flow backs reported profits (CFO/PAT 1.35x)
  • Company comfortably covers its interest (28.1x coverage)
  • Company has a consistent dividend-paying track record
  • Company generates healthy free cash flow

CONS

  • Total debt has risen sharply - up 91.2% year on year
  • Company has delivered a poor profit growth of 6.7% over past five years
  • Recurring exceptional / one-off items are inflating headline profit
  • Operating margins have contracted to 10.6% from 14.1%
  • Expensive relative to growth - PEG of 2.3

* The pros and cons are machine generated based on quantitative rules.

Peer comparison

Automobile and Auto ComponentsAutomobile & AncillariesBatteries
Part ofNIFTY TOTAL MKTNIFTY SML250 Q50NIFTY SMLCAP 50NIFTY 500NIFTY SMLCAP 250
S.No.Name
1.EXIDEIND412.6537.6535075.250.48351.3027.945528.3817.759.0411.25
2.HBLENGINE722.3525.6520023.180.42109.14-23.86638.036.0358.3022.72
3.ARE&M814.0516.1614899.181.30190.9415.864214.5423.9215.739.63
4.EVEREADY362.7514.792636.730.6936.9722.30407.718.9723.9515.01
5.NIPPOBATRY320.200.00240.151.172.0196.10116.14-2.7635.630.11
6.LAKHNNATNL262.8545.79197.140.741.6697.2663.529.496.164.07
Detailed Comparison with:

Quarterly Results

Consolidated Figures in Rs. Crores / View Standalone

Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
2,7962,9603,0452,9083,2633,2513,2723,0603,4013,4673,4103,5364,215
2,4292,5342,5892,4982,8262,8182,8672,7193,0383,0933,0363,1503,979
Operating Profit367425456410437433406341364374374386235
OPM %13.14%14.37%14.96%14.11%13.40%13.31%12.40%11.14%10.69%10.80%10.96%10.90%5.58%
2429243330251462618150-1520820
Interest888119141110119101512
Depreciation117122122123123127132144142150157158159
Profit before Tax266325350309335317409213229365192421255
Tax %25.46%26.66%23.39%25.73%25.57%25.69%27.01%24.01%28.01%24.21%27.10%25.32%25.01%
Net Profit0000249236298162165276140314191
10.8413.0314.6412.5513.6112.8716.308.839.0015.117.6617.1710.43

Profit & Loss

Consolidated Figures in Rs. Crores / View Standalone

Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
6,7936,8397,1508,69710,39211,70812,84613,81414,627
5,8435,7416,0357,6758,96110,05111,23012,31713,259
Operating Profit9511,0981,1151,0221,4311,6571,6161,4971,369
OPM %13.99%16.06%15.59%11.76%13.77%14.15%12.58%10.84%9.36%
4855888046112227361362
Interest71211153034444546
Depreciation261301319396450484526607624
Profit before Tax7308418736919971,2501,2731,2071,233
Tax %33.81%21.40%25.94%25.83%26.67%25.26%25.80%25.78%25.21%
Net Profit483661647513731934945896922
EPS28.2938.6937.8730.0139.9351.0651.6248.95—
Dividend Payout %25.02%28.43%29.05%15.00%14.26%19.39%20.34%21.66%—

COMPOUNDED SALES GROWTH

10 Years:
—
5 Years:
14%
3 Years:
10%

COMPOUNDED PROFIT GROWTH

10 Years:
—
5 Years:
7%
3 Years:
7%

STOCK PRICE CAGR

10 Years:
—
5 Years:
—
3 Years:
—
1 Year:
-23%

RETURN ON EQUITY

10 Years:
—
5 Years:
13%
3 Years:
13%
Last Year:
12%

Balance Sheet

Consolidated Figures in Rs. Crores / View Standalone

Corporate actions

2026

Jul 27

₹ 5.20

Rs.5.2000 per share(520%)Final Dividend

2025

Nov 13

₹ 5.40

Rs.5.4000 per share(540%)Interim Dividend

2025

Aug 1

₹ 5.20

Rs.5.2000 per share(520%)Final Dividend

2024

Nov 14

₹ 5.30

Rs.5.3000 per share(530%)Interim Dividend

2024

Jul 18

₹ 5.10

Rs.5.1000 per share(510%)Final Dividend

2023

Nov 10

₹ 4.80

Rs.4.8000 per share(480%)Interim Dividend

2023

Jul 28

₹ 3.20

Rs.3.2000 per share(320%)Final Dividend

2022

Nov 15

₹ 2.90

Rs.2.9000 per share(290%)Interim Dividend

2022

Jul 28

₹ 0.50

Rs.0.5000 per share(50%)Final Dividend

2021

Nov 24

₹ 4

Rs.4.0000 per share(400%)Interim Dividend

2021

Jul 29

₹ 6

Rs.6.0000 per share(600%)Final Dividend

2021

Feb 25

₹ 5

Rs.5.0000 per share(500%)Interim Dividend

2018

Aug 2

₹ 2.15

Rs.2.1500 per share(215%)Final Dividend

2017

Nov 20

₹ 2

Rs.2.0000 per share(200%)Interim Dividend

2017

Jul 28

₹ 4.25

Rs.4.2500 per share(425%)Dividend

2016

Mar 22

₹ 4.25

Interim Dividend

Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital1717171717181818
3,3183,6384,1934,5355,3176,7807,3718,081
93115121157251180326480
Trade Payables5106157468067588561,0871,184
5576157198611,6181,1411,3601,657
Total Liabilities4,4965,0005,7976,3767,9618,97610,16111,419
1,8131,8292,4552,4923,7473,8074,0144,657
Capital Work in Progress2347333988292496261,2981,585
2015628077427714682464
1,0611,1431,4391,8051,7341,9482,1952,515
000001,1361,2631,243
Cash & Bank728517654105118175259
1,2961,0551,0501,1191,699627535697
Total Assets4,4965,0005,7976,3767,9618,97610,16111,419

Cash Flows

Consolidated Figures in Rs. Crores / View Standalone

Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
7831,4131,0028331,2011,2661,3511,118
Cash from Investing-463-849-635-482-773-1,020-1,132-924
Cash from Financing-92-364-122-213-112-242-160-126
-13-3746-626036068

Ratios

Consolidated Figures in Rs. Crores / View Standalone

Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026

Shareholding Pattern

Numbers in percentages

Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
32.8632.8632.8632.8632.8632.8632.8632.8632.86
23.8422.3321.8220.7119.3917.9717.3717.3117.34
14.5515.3614.8114.5914.0016.2417.1216.9515.31
Government0.000.000.000.000.000.000.000.000.00
28.7529.4430.5131.8533.7532.9332.6432.8834.50

Documents

Corporate disclosures, annual reports, credit ratings, and concall transcripts

2026-09-12
Copy of Newspaper Publication

2026-09-12 - Amara Raja Energy & Mobility Limited has informed the Exchange about Copy of Newspaper Publication

2026-09-09
Analysts/Institutional Investor Meet/Con. Call Updates

2026-09-09 - Amara Raja Energy & Mobility Limited has informed the Exchange about Schedule of meet

2026-09-08
Analysts/Institutional Investor Meet/Con. Call Updates

2026-09-08 - Amara Raja Energy & Mobility Limited has informed the Exchange about Schedule of meet

2026-08-27
Analysts/Institutional Investor Meet/Con. Call Updates

2026-08-27 - Amara Raja Energy & Mobility Limited has informed the Exchange about Schedule of meet

2026-08-24
Analysts/Institutional Investor Meet/Con. Call Updates

2026-08-24 - Amara Raja Energy & Mobility Limited has informed the Exchange about Schedule of meet

2026-08-14
Analysts/Institutional Investor Meet/Con. Call Updates

2026-08-14 - Amara Raja Energy & Mobility Limited has informed the Exchange about Transcript

2026-08-11
Analysts/Institutional Investor Meet/Con. Call Updates

2026-08-11 - Amara Raja Energy & Mobility Limited has informed the Exchange about Link of Recording

2026-08-11
Copy of Newspaper Publication

2026-08-11 - Amara Raja Energy & Mobility Limited has informed the Exchange about Copy of Newspaper Publication

2026-08-10
Shareholders meeting

2026-08-10 - Amara Raja Energy & Mobility Limited has submitted the Exchange a copy Srutinizers report of Annual General Meeting held on August 10, 2026. Further, the company has informed the Exchange regarding voting results.

News

Recent coverage and analyst commentary for ARE&M

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