Amara Raja Energy & Mobility Ltd logo

Amara Raja Energy & Mobility Ltd

ARE&M NSE

Key Fundamentals

SmallcapAuto ComponentsAutomobiles
Market Cap
₹17,113 Cr
Volatility
Moderate
P/E Ratio
17.57
EBITDA
₹1,603 Cr
Return on Equity
11.06%
Debt to Equity
0.05
Book Value
₹442.5
EPS
₹53.17
52W High
₹1,057.85
52W Low
₹670

Insights

Beta

AI-extracted from concalls & annual reports · figures as reported, with sources

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53 extracted metrics + investor summaries across FY11–FY26.

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Tapetide Score

Data-driven rating, 0–100. How it works →

Technical Indicators

Key Insights

Strengths

2
  • Company is almost debt free.
  • Company has been maintaining a healthy dividend payout of 20.0%

Weaknesses

1
  • Company has a low return on equity of 11.1% over last 3 years.

Growth Rate

Revenue Growth
7.39% ↘
Net Income Growth
-5.18% ↘
Cash Flow Change
-17.24% ↘
ROE
-13.46% ↘
ROCE
-14.19% ↘
EBITDA Margin (Avg.)
-13.77% ↘

AI Analysis — Bull vs Bear

Anthropic anthropic claude-opus-4.6 3d ago
AI opinion · based on fundamentals
Risk medium

Amara Raja Energy & Mobility trades at a market cap of Rs 17,395 Cr with a PE of 18.8x and is virtually debt-free. While the company has delivered consistent 10-year sales CAGR of 11%, profitability has stagnated with 5-year profit CAGR at 0% and last-year ROE declining to 8%.

Bull Case 7
  • Company is almost debt-free, providing financial flexibility for capex in new energy segments like lithium-ion batteries
  • Consistent revenue growth with 10-year compounded sales CAGR of 11% and 5-year sales CAGR of 14%
  • Healthy dividend payout ratio of 20.0% with current dividend yield of 1.15%, indicating shareholder-friendly capital allocation
  • Reasonable valuation at PE of 18.8x and PB of 2.08x for an established market leader in the energy storage space
  • TTM revenue growth of 9% shows continued topline momentum even in a challenging macro environment
  • 3-year stock CAGR of 14% demonstrates medium-term market confidence in the business trajectory
  • Market cap of Rs 17,395 Cr provides adequate scale and liquidity for institutional participation
Bear Case 8
  • TTM profit declined 21% year-over-year, signaling significant margin pressure or cost headwinds
  • 5-year compounded profit CAGR is 0%, indicating zero earnings growth over a half-decade despite 14% revenue growth
  • ROE has deteriorated from 14% (10-year average) to 12% (5-year) to 11% (3-year) to just 8% last year, showing a persistent declining trend
  • 3-year compounded profit CAGR is negative at -6%, reflecting sustained earnings deterioration
  • 10-year stock CAGR of 0% means long-term shareholders have received negligible capital appreciation over a decade
  • 1-year stock return of -1% indicates recent underperformance relative to the broader market
  • Low 3-year ROE of 11.1% suggests suboptimal capital efficiency relative to cost of equity for a manufacturing business
  • Widening gap between revenue growth (9% TTM) and profit decline (-21% TTM) suggests structural margin compression

This is AI-generated analysis, not financial advice. Do your own due diligence.

AI News Digest

Anthropic anthropic claude-opus-4.6 1d ago
Headwinds 2
  • GST demand of ₹1.27 Cr upheld Aug 3

    Appellate Authority upheld Rs 1.27 Cr GST demand on Amara Raja. Company says no material financial impact and plans to appeal to GST Tribunal.

  • Truck detained, ₹13.30L penalty Jul 27

    Amara Raja paid ₹13.30 lakhs penalty after truck detention in Kanpur due to E-Waybill address mismatch. Company plans to appeal.

Positives 3
  • 60 MWh Li-ion plant commissioned Jul 17

    Commissioned 60 MWh Customer Qualification Plant at Telangana Giga Corridor backed by ₹500 Cr investment. Customer validation supply expected from Aug 2026, ahead of 2 GWh Giga 1 facility planned for CY2027 as part of ₹9,500 Cr, 16 GWh Gigafactory programme.

  • Strong FY26 financials reported Jul 17

    FY26 consolidated revenue of ₹13,814 Crore, standalone PAT of ₹970.43 Crore, and total dividend of ₹10.60 per share as per Integrated Annual Report.

  • Zero fatalities, 95% waste reduction Jul 17

    BRSR report shows zero fatalities and 95.38% reduction in waste to landfill for FY26, signalling strong ESG performance.

Neutral 2
  • Q1FY27 earnings call on Aug 11 Aug 6

    Investor call scheduled for August 11, 2026 to discuss Q1FY27 results, featuring CFO Y. Delli Babu.

  • Analyst visit to new CQP plant Jul 27

    Amara Raja hosted analysts at its subsidiary's new Customer Qualification plant on July 30, 2026, to showcase operational capabilities.

TL;DR: Amara Raja is executing well on its lithium-ion cell manufacturing roadmap with the 60 MWh CQP commissioned and customer validation supply on track for Aug 2026, underpinned by solid FY26 financials (₹13,814 Cr revenue, ₹970 Cr PAT). Minor GST-related headwinds (₹1.27 Cr demand, ₹13.30L penalty) are immaterial to the balance sheet. The trend is positive as the company transitions from a legacy lead-acid player to a new-energy platform, with the 2 GWh Giga 1 facility expected in CY2027.

Quarterly Results

  Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Sales
2,433
2,771
2,811
2,882
2,797
3,131
3,136
3,164
2,974
3,350
3,388
3,351
3,460
Expenses
2,080
2,402
2,401
2,447
2,389
2,701
2,695
2,748
2,632
2,963
2,982
2,976
3,083
Operating Profit
353
369
410
435
408
430
441
416
342
387
406
374
377
OPM %
15%
13%
15%
15%
15%
14%
14%
13%
12%
12%
12%
11%
11%
Other Income
-25
22
28
24
28
26
18
140
20
14
146
-17
209
Interest
8
8
8
8
10
9
13
11
9
10
8
9
13
Depreciation
124
117
121
120
121
118
122
123
128
129
138
141
140
PBT
196
266
309
331
305
329
324
422
224
261
406
207
433
Tax %
28%
25%
27%
24%
25%
26%
26%
26%
26%
26%
25%
27%
26%
Net Profit
141
199
226
253
228
245
241
312
167
194
302
152
322
EPS in Rs
8.25
11.63
13.25
14.8
12.46
13.36
13.15
17.04
9.11
10.6
16.52
8.29
17.61
Figures in ₹ Crores

Profit & Loss

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Sales
4,211
4,618
5,317
6,059
6,793
6,839
7,150
8,696
10,390
11,260
12,405
13,549
Expenses
3,507
3,793
4,465
5,174
5,838
5,741
6,033
7,666
8,939
9,635
10,771
11,998
Operating Profit
704
825
853
885
955
1,099
1,117
1,030
1,450
1,625
1,634
1,551
OPM %
17%
18%
16%
15%
14%
16%
16%
12%
14%
14%
13%
11%
Other Income
41
44
47
65
43
55
86
71
27
98
199
344
Interest
0
6
6
5
7
12
11
15
30
33
42
41
Depreciation
134
141
191
230
261
301
319
396
450
479
492
548
PBT
610
723
702
714
730
841
873
690
997
1,211
1,299
1,307
Tax %
33%
32%
32%
34%
34%
21%
26%
26%
27%
25%
26%
26%
Net Profit
411
492
478
471
483
661
647
511
731
906
964
970
EPS in Rs
24.05
28.78
28.01
27.59
28.31
38.69
37.87
29.93
42.78
49.49
52.66
53.02
Div. Payout %
15%
15%
15%
15%
25%
28%
29%
15%
14%
20%
20%
20%
Figures in ₹ Crores

Balance Sheet

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital
17
17
17
17
17
17
17
17
17
18
18
18
Reserves
1,682
2,099
2,576
2,920
3,318
3,639
4,193
4,534
5,989
6,750
7,360
8,142
Borrowings
76
74
72
64
58
84
92
126
201
153
258
373
Other Liabilities
611
761
919
1,168
1,102
1,261
1,494
1,699
1,730
1,913
2,356
2,592
Total Liabilities
2,386
2,951
3,585
4,169
4,496
5,001
5,797
6,376
7,937
8,834
9,993
11,125
Fixed Assets
944
1,352
1,492
1,703
1,813
1,829
2,455
2,492
3,688
3,550
3,475
3,929
CWIP
86
123
240
226
315
827
399
830
234
322
844
588
Investments
16
20
147
35
20
156
281
78
486
1,479
1,998
2,585
Other Assets
1,340
1,456
1,706
2,204
2,348
2,188
2,662
2,976
3,529
3,483
3,676
4,023
Total Assets
2,386
2,951
3,585
4,169
4,496
5,001
5,797
6,376
7,937
8,834
9,993
11,125
Figures in ₹ Crores

Cash Flow

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Operating
395
555
553
322
541
1,177
802
633
956
1,314
1,375
1,340
Investing
-294
-387
-529
-236
-448
-831
-616
-482
-789
-1,072
-1,155
-1,265
Financing
-75
-164
-2
-138
-92
-364
-122
-213
-112
-242
-157
-126
Net Cash Flow
26
4
22
-52
1
-18
64
-62
55
0
64
-51
Free Cash Flow
-11
64
122
-64
13
477
306
-127
492
874
631
588
CFO/OP
83
94
89
64
82
129
90
81
84
101
104
106
Figures in ₹ Crores

Ratios

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days
48
47
39
47
41
34
40
33
27
33
34
31
Inventory Days
55
75
85
93
83
94
111
108
87
88
88
89
Days Payable
34
44
44
53
40
50
57
48
39
41
45
47
Cash Conversion Cycle
69
78
81
88
85
77
93
93
76
80
77
74
Working Capital Days
45
49
48
62
66
48
53
51
60
49
34
34
ROCE %
38%
36%
29%
25%
23%
23%
22%
16%
20%
19%
17%
13%

Shareholding Pattern

As of Jun 2026
Promoters 32.86%
Public 28.96%
FIIs 17.34%
DIIs 15.30%
Others 5.54%
Total 100.00%
  Mar 2021Jun 2021Sep 2021Dec 2021Mar 2022Jun 2022Sep 2022Dec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Promoters
28.06%
28.06%
28.06%
28.06%
28.06%
28.06%
28.06%
28.06%
28.06%
28.06%
28.06%
28.06%
32.86%
32.86%
32.86%
32.86%
32.86%
32.86%
32.86%
32.86%
32.86%
32.86%
FIIs
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
14.00%
14.00%
14.00%
24.64%
0.00%
24.45%
23.84%
22.34%
21.82%
20.70%
19.39%
17.97%
17.37%
17.31%
17.34%
DIIs
12.54%
15.06%
14.44%
11.59%
11.30%
10.74%
2.20%
9.25%
9.21%
10.47%
16.81%
17.50%
15.35%
14.55%
15.36%
14.81%
14.58%
14.00%
16.23%
17.13%
16.95%
15.30%
Government
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
Public
8.61%
14.65%
16.36%
20.06%
21.91%
22.54%
23.99%
21.09%
21.10%
20.78%
24.28%
23.38%
21.33%
22.57%
23.50%
24.78%
25.98%
27.79%
27.20%
27.02%
27.30%
28.96%
Others
50.79%
42.22%
41.14%
40.29%
38.73%
38.66%
45.75%
27.60%
27.63%
26.69%
6.21%
31.06%
6.00%
6.17%
5.94%
5.73%
5.87%
5.96%
5.74%
5.62%
5.58%
5.54%
No. of Shareholders
1,49,574
3,25,733
3,89,322
4,74,662
5,42,133
5,49,006
5,48,433
4,79,962
4,71,435
4,64,529
5,60,987
5,52,894
5,63,871
6,62,428
7,34,151
8,07,657
8,62,059
8,71,584
8,49,222
8,20,460
8,09,144
8,18,619

Documents

Frequently Asked Questions about Amara Raja Energy & Mobility Ltd

What does Amara Raja Energy & Mobility Ltd do?
Amara Raja Batteries Limited [1] (ARBL), the flagship company of the Amara Raja Group, is the technology leader and is one of the largest manufacturers of lead-acid batteries for both industrial and automotive applications in the Indian storage battery industry. ARBL has prestigious OEMs as its c...
Where is Amara Raja Energy & Mobility Ltd (ARE&M) listed?
Amara Raja Energy & Mobility Ltd is listed on the Indian stock exchanges. It is listed on NSE: ARE&M and BSE: 500008. You can view its live share price, financials, and ratios on Tapetide.
Which sector does Amara Raja Energy & Mobility Ltd belong to?
Amara Raja Energy & Mobility Ltd operates in the Automobiles sector within the Auto Components industry. Sector classification helps investors compare companies affected by similar economic conditions and regulatory changes.
What is the market capitalisation of Amara Raja Energy & Mobility Ltd?
Amara Raja Energy & Mobility Ltd has a market capitalisation of approximately ₹17112.87 Cr. Based on this, it is classified as a Mid Cap stock.
What is the PE ratio of Amara Raja Energy & Mobility Ltd?
The Price-to-Earnings (PE) ratio of Amara Raja Energy & Mobility Ltd is 17.57. The PE ratio compares a company's share price to its earnings per share and is commonly used to assess whether a stock is overvalued or undervalued relative to its peers.
What is the 52-week high and low of Amara Raja Energy & Mobility Ltd?
Over the past 52 weeks, Amara Raja Energy & Mobility Ltd has traded between a low of ₹670 and a high of ₹1,057.85. This range helps investors understand the stock's price volatility and recent trading levels.
Does Amara Raja Energy & Mobility Ltd pay dividends?
Yes, Amara Raja Energy & Mobility Ltd has a dividend yield of 1.14%. Dividend yield indicates the annual dividend income relative to the share price. A consistent dividend history can signal financial stability.
What is the Return on Equity (ROE) of Amara Raja Energy & Mobility Ltd?
Amara Raja Energy & Mobility Ltd has a Return on Equity (ROE) of 11.06%. ROE measures how effectively a company uses shareholders' equity to generate profits. A higher ROE generally indicates better capital efficiency.
How can I research Amara Raja Energy & Mobility Ltd on Tapetide?
On Tapetide, you can view Amara Raja Energy & Mobility Ltd's live share price, quarterly results, profit & loss statements, balance sheet, cash flow, key ratios, shareholding pattern, technical indicators, analyst ratings, and forecasts — all on a single page without needing to sign up.

Company Information

Amara Raja Batteries Limited [1] (ARBL), the flagship company of the Amara Raja Group, is the technology leader and is one of the largest manufacturers of lead-acid batteries for both industrial and automotive applications in the Indian storage battery industry. ARBL has prestigious OEMs as its clients. The Company's Industrial and Automotive batteries are exported to over 50 countries across the globe. In India, Amara Raja is the preferred supplier to major telecom service providers, Telecom equipment manufacturers, UPS sector (OEM & Replacement), Indian Railways and to Power, Oil & Gas among other industry segments. Termination of Shareholders Agreement (tie up) with Johnson Control [2]

Website amararajabatteries.com
CEO Mr. Jayadev Galla
Employees 10,196
Listed 2003-09-05
Face Value ₹ 1
Issued Size 18,30,25,364

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