Amara Raja Energy Mobility Ltd — Q1FY27 Earnings Call Summary

ARE&M · Q1FY27 · Filed 14 Aug 2026

Key Takeaways

• BESS plant capex INR 250-300 Cr, 10 GWh capacity; operating margin expected 5-8%
• Lead acid volume growth guidance mid to high single digits; new energy business growing rapidly
• FY27 capex estimated at INR 1,700 Cr, mostly for new energy business; Giga 1 plant on track for H1 FY28
• Q1 FY27 consolidated revenue grew 24% to INR 4,215 Cr; lead acid up 22%, new energy up 70%
• EBITDA margin: standalone 10.1%, consolidated 9.6%; margin impacted by material costs and strategic investments
• Lithium-ion cell tech evolving moderately; R&D spend INR 100-150 Cr planned in FY27
• Export volumes down 20% due to Middle East freight issues; recovery expected
• Tubular plant at 100% capacity; trading revenue 15% of lead acid revenue
• Price hikes of 3% in Q1 and additional 2-3% planned to offset raw material cost increases
• Warranty provisions increased due to higher raw material costs

📄 Source: View original transcript (PDF)

Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.