ARE&M reported strong Q4 FY26 with consolidated revenue up 15.5% YoY to ₹3,535.7 Cr, and PAT soaring 94.5% to ₹314.3 Cr, partly from an insurance claim. Full-year FY26 revenue grew 7.5% to ₹13,814 Cr, but PAT saw a 5.2% dip to ₹895.8 Cr, with EBITDA margins at 10.8% under raw material pressure.
The company is driving India's energy transition, expanding its core Lead Acid Business through new products and market reach. Its ambitious New Energy Business (NEB) is a key focus, with ₹1,500 Cr already infused into ARACT for a ₹9,500 Cr Giga Corridor. A Customer Qualification Plant is nearing operation, and the Giga-Cell Factory's first phase (2 GWh) is slated for Q2 CY27. Management sees massive potential, projecting India's LiB demand for stationary and mobility at 25 GWh and 100 GWh annually by 2031, respectively. ARE&M is also committed to Net Zero by 2050, reinforcing its sustainability focus.