Amara Raja Energy & Mobility Limited — Investor Meet, 17-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Amara Raja Energy & Mobility reported Q3 FY'26 consolidated revenue of INR 3,410 Cr, up 4.2% YoY. Lead Acid saw robust 4-wheeler OEM growth (+25%), but telecom volumes declined (-45%) and exports fell (-15%) due to tariffs. New Energy revenue doubled to over INR 200 Cr, driven by telecom packs, achieving >80% capacity utilization.

Management noted raw material cost pressures, addressed by a 2% price hike in January. A 5 GWh Battery Energy Storage Solutions (BESS) plant with INR 280 Cr capex is planned by FY'27. The company is strategically investing in Lithium-ion and BESS for future growth, while navigating cost challenges in its traditional business.