Amara Raja Energy & Mobility Q4FY26 Results: Revenue ₹35,357 Mn, PAT ₹3,143 Mn
Amara Raja Energy & Mobility reported Q4 FY26 consolidated revenue of ₹35,357 million, up 15.5% YoY. PAT surged 94.5% to ₹3,143 million, with EPS at ₹17.17. For FY26, revenue was ₹1,38,140 million, down 5.2% to ₹8,958 million. The company is investing ₹1500 crore in its new energy subsidiary ARACT.
The announcement includes detailed financial results for both the quarter and the full year, along with significant updates on strategic investments and capacity expansions in the new energy business, which are material to investors.
The company reported strong year-on-year growth in revenue and a significant surge in profit after tax for the fourth quarter, indicating positive operational performance. Although full-year PAT declined slightly, the strong quarterly results and continued investment in new energy business are positive indicators.
Amara Raja Energy & Mobility Limited (ARE&M) has announced its financial results for the fourth quarter and full fiscal year ended March 31, 2026. The company reported consolidated revenue from operations of ₹35,357 million for Q4 FY26, a significant increase of 15.5% compared to ₹30,601 million in Q4 FY25. EBITDA for the quarter stood at ₹3,855 million, up 13.1% year-on-year, while Profit After Tax (PAT) surged by 94.5% to ₹3,143 million from ₹1,616 million in the previous year. PAT margins improved substantially to 8.9% from 5.3% in the prior year's corresponding quarter. Diluted Earnings Per Share (EPS) for Q4 FY26 was ₹17.17, a sharp increase from ₹8.83 in Q4 FY25.
For the full fiscal year FY26, consolidated revenue from operations grew by 7.5% to ₹1,38,140 million from ₹1,28,463 million in FY25. However, EBITDA for FY26 saw a decline of 7.4% to ₹14,971 million from ₹16,165 million in FY25, with EBITDA margins contracting by 175 basis points to 10.8%. PAT for FY26 decreased by 5.2% to ₹8,958 million from ₹9,447 million in FY25, and diluted EPS stood at ₹48.95, down from ₹51.62.
The company's Lead Acid Business saw robust growth in inverter battery sales and stable domestic aftermarket volumes. However, lead acid volumes in the telecom segment continued to decline due to the shift towards lithium solutions. The New Energy Business made significant progress, with cumulative supply of telecom packs crossing 1 GWh and highest ever telecom supply of over 300 MWh recorded in Q4 FY26. ARE&M has infused ₹1500 crore into its wholly-owned subsidiary, Amara Raja Advanced Cell Technologies (ARACT). The Customer Qualification Plant is nearing commissioning and is expected to be operational soon. The Giga-Cell Factory is slated for Phase 1 commencement in Q2-CY27, with a planned capacity of 16 GWh by FY30. The E-Hub in Hyderabad is expected to commence operations in Q2-FY27. A 5 GWh BESS Giga Facility is planned with an outlay of ₹280 crores, with production expected to start in Q4 FY27.
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