Amara Raja Energy & Mobility Ltd.
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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 GENERATEDAutomobile and Auto Components
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.
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
| Name | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| EXIDEIND | 412.65 | 37.65 | 35075.25 | 0.48 | 351.30 | 27.94 | 5528.38 | 17.75 | 9.04 | 11.25 |
| HBLENGINE | 722.35 | 25.65 | 20023.18 | 0.42 | 109.14 | -23.86 | 638.03 | 6.03 | 58.30 | 22.72 |
| ARE&M | 814.05 | 16.16 | 14899.18 | 1.30 | 190.94 | 15.86 | 4214.54 | 23.92 | 15.73 | 9.63 |
| EVEREADY | 362.75 | 14.79 | 2636.73 | 0.69 | 36.97 | 22.30 | 407.71 | 8.97 | 23.95 | 15.01 |
| NIPPOBATRY | 320.20 | 0.00 | 240.15 | 1.17 | 2.01 | 96.10 | 116.14 | -2.76 | 35.63 | 0.11 |
| LAKHNNATNL | 262.85 | 45.79 | 197.14 | 0.74 | 1.66 | 97.26 | 63.52 | 9.49 | 6.16 | 4.07 |
Quarterly Results
Consolidated Figures in Rs. Crores / View Standalone
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2,796 | 2,960 | 3,045 | 2,908 | 3,263 | 3,251 | 3,272 | 3,060 | 3,401 | 3,467 | 3,410 | 3,536 | 4,215 | |
| 2,429 | 2,534 | 2,589 | 2,498 | 2,826 | 2,818 | 2,867 | 2,719 | 3,038 | 3,093 | 3,036 | 3,150 | 3,979 | |
| Operating Profit | 367 | 425 | 456 | 410 | 437 | 433 | 406 | 341 | 364 | 374 | 374 | 386 | 235 |
| 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% |
| 24 | 29 | 24 | 33 | 30 | 25 | 146 | 26 | 18 | 150 | -15 | 208 | 20 | |
| Interest | 8 | 8 | 8 | 11 | 9 | 14 | 11 | 10 | 11 | 9 | 10 | 15 | 12 |
| Depreciation | 117 | 122 | 122 | 123 | 123 | 127 | 132 | 144 | 142 | 150 | 157 | 158 | 159 |
| Profit before Tax | 266 | 325 | 350 | 309 | 335 | 317 | 409 | 213 | 229 | 365 | 192 | 421 | 255 |
| 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 Profit | 0 | 0 | 0 | 0 | 249 | 236 | 298 | 162 | 165 | 276 | 140 | 314 | 191 |
| 10.84 | 13.03 | 14.64 | 12.55 | 13.61 | 12.87 | 16.30 | 8.83 | 9.00 | 15.11 | 7.66 | 17.17 | 10.43 |
Profit & Loss
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|---|
| 6,793 | 6,839 | 7,150 | 8,697 | 10,392 | 11,708 | 12,846 | 13,814 | 14,627 | |
| 5,843 | 5,741 | 6,035 | 7,675 | 8,961 | 10,051 | 11,230 | 12,317 | 13,259 | |
| Operating Profit | 951 | 1,098 | 1,115 | 1,022 | 1,431 | 1,657 | 1,616 | 1,497 | 1,369 |
| OPM % | 13.99% | 16.06% | 15.59% | 11.76% | 13.77% | 14.15% | 12.58% | 10.84% | 9.36% |
| 48 | 55 | 88 | 80 | 46 | 112 | 227 | 361 | 362 | |
| Interest | 7 | 12 | 11 | 15 | 30 | 34 | 44 | 45 | 46 |
| Depreciation | 261 | 301 | 319 | 396 | 450 | 484 | 526 | 607 | 624 |
| Profit before Tax | 730 | 841 | 873 | 691 | 997 | 1,250 | 1,273 | 1,207 | 1,233 |
| Tax % | 33.81% | 21.40% | 25.94% | 25.83% | 26.67% | 25.26% | 25.80% | 25.78% | 25.21% |
| Net Profit | 483 | 661 | 647 | 513 | 731 | 934 | 945 | 896 | 922 |
| EPS | 28.29 | 38.69 | 37.87 | 30.01 | 39.93 | 51.06 | 51.62 | 48.95 | — |
| 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
| Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|
| Equity Capital | 17 | 17 | 17 | 17 | 17 | 18 | 18 | 18 |
| 3,318 | 3,638 | 4,193 | 4,535 | 5,317 | 6,780 | 7,371 | 8,081 | |
| 93 | 115 | 121 | 157 | 251 | 180 | 326 | 480 | |
| Trade Payables | 510 | 615 | 746 | 806 | 758 | 856 | 1,087 | 1,184 |
| 557 | 615 | 719 | 861 | 1,618 | 1,141 | 1,360 | 1,657 | |
| Total Liabilities | 4,496 | 5,000 | 5,797 | 6,376 | 7,961 | 8,976 | 10,161 | 11,419 |
| 1,813 | 1,829 | 2,455 | 2,492 | 3,747 | 3,807 | 4,014 | 4,657 | |
| Capital Work in Progress | 234 | 733 | 398 | 829 | 249 | 626 | 1,298 | 1,585 |
| 20 | 156 | 280 | 77 | 427 | 714 | 682 | 464 | |
| 1,061 | 1,143 | 1,439 | 1,805 | 1,734 | 1,948 | 2,195 | 2,515 | |
| 0 | 0 | 0 | 0 | 0 | 1,136 | 1,263 | 1,243 | |
| Cash & Bank | 72 | 85 | 176 | 54 | 105 | 118 | 175 | 259 |
| 1,296 | 1,055 | 1,050 | 1,119 | 1,699 | 627 | 535 | 697 | |
| Total Assets | 4,496 | 5,000 | 5,797 | 6,376 | 7,961 | 8,976 | 10,161 | 11,419 |
Cash Flows
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|
| 783 | 1,413 | 1,002 | 833 | 1,201 | 1,266 | 1,351 | 1,118 | |
| 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 | -37 | 46 | -62 | 60 | 3 | 60 | 68 |
Ratios
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|
Documents
Corporate disclosures, annual reports, credit ratings, and concall transcripts
2026-09-12 - Amara Raja Energy & Mobility Limited has informed the Exchange about Copy of Newspaper Publication
2026-09-09 - Amara Raja Energy & Mobility Limited has informed the Exchange about Schedule of meet
2026-09-08 - Amara Raja Energy & Mobility Limited has informed the Exchange about Schedule of meet
2026-08-27 - Amara Raja Energy & Mobility Limited has informed the Exchange about Schedule of meet
2026-08-24 - Amara Raja Energy & Mobility Limited has informed the Exchange about Schedule of meet
2026-08-14 - Amara Raja Energy & Mobility Limited has informed the Exchange about Transcript
2026-08-11 - Amara Raja Energy & Mobility Limited has informed the Exchange about Link of Recording
2026-08-11 - Amara Raja Energy & Mobility Limited has informed the Exchange about Copy of Newspaper Publication
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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