Amara Raja Energy & Mobility Limited — Investor Meet, 25-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Amara Raja Energy & Mobility reported Q4 FY26 consolidated revenue of INR 3,535.7 Cr (up 15.5% YoY) with EBITDA of INR 385.5 Cr (up 13.1% YoY) and 10.9% margins. PAT surged to INR 314.3 Cr (up 94.5% YoY), boosted by an INR 181.2 Cr insurance claim. For FY26, consolidated revenue grew 7.5% to INR 13,814.0 Cr, while PAT declined 5.2% to INR 895.8 Cr, with EBITDA margins at 10.8%.

The Lead-Acid business saw strong 4W OEM and inverter battery growth, despite telecom segment declines. The New Energy business achieved over 1 GWh cumulative telecom pack supply, infused INR 1,500 Cr into its subsidiary ARACT, and is progressing with its Customer Qualification Plant and Giga-Cell Factory for future growth. The company maintains a confident outlook with significant investments in new energy and a commitment to sustainability.