Amara Raja Energy & Mobility Limited — Investor Meet, 02-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Amara Raja Energy & Mobility posted strong Q4 FY26 consolidated revenue of INR 3,530 Cr (+15% YoY), driven by robust domestic automotive and tubular battery growth in its core Lead Acid business, which maintained healthy 12.3% adjusted EBITDA margins. The New Energy segment saw INR 280 Cr revenue, with significant investments (total INR 1,500 Cr) directed towards cell manufacturing and a new 5 GWh ESS plant, reflecting a strategic shift to capture renewable-driven opportunities. Management expects mid-to-high single-digit growth for Lead Acid and is navigating raw material inflation with planned price adjustments. The outlook emphasizes resilience, self-driven technology development, and localization.