Amara Raja Energy & Mobility Limited (ARE&M) issued a press release announcing its financial results for the fourth quarter and full year ended March 31, 2026, along with strategic business updates.

Financial Performance

Full Year FY26 Results:

  • Revenue from operations: ₹13,549 crore (compared to ₹12,405 crore in FY25)
  • Profit before tax: ₹1,307 crore (compared to ₹1,299 crore in FY25)
  • Earnings per Share (EPS): ₹53.02

Quarterly Results (Q4 FY26):

  • Revenue from operations: ₹3,460 crore
  • Profit before tax: ₹433 crore

Comparative Financial Data (₹ in crores):

| Particulars | Q4 FY26 | Q3 FY26 | Q4 FY25 | FY26 | FY25 |

| Revenue | 3,460 | 3,351 | 2,974 | 13,549 | 12,405 |

| Profit before Tax | 433 | 207 | 224 | 1,307 | 1,299 |

Dividend Declaration

The Board of Directors recommended a final dividend of ₹5.2 per share for the financial year ended March 31, 2026.

Business Performance and Strategic Updates

The company delivered a resilient performance despite volatility in raw material prices that impacted margins in the Lead Acid Battery business. The new energy business recorded impressive growth of 60% increase in revenue over the previous year.

Management Commentary:

Mr. Harshavardhana Gourineni, Executive Director – Automotive and Industrial:

  • Automotive business delivered strong performance with OEM growth exceeding 20%
  • Steady momentum in the aftermarket segment
  • Home energy business posted especially strong growth
  • Lithium solutions for telecom segment continued steady expansion
  • Geopolitical developments in Middle East markets created challenges
  • Company remains focused on strengthening market position through innovation and new product introductions

Mr. Vikramadithya Gourineni, Executive Director – New Energy Business:

  • Giga Corridor infrastructure development progressing well
  • R&D centre and qualification plant under commissioning, to be operational within next month
  • This marks the first significant milestone for Amara Raja's Made In India cells
  • Battery Energy Storage Systems (BESS) plant under construction with accelerated timeline
  • BESS plant targeted to be operational by Q4 FY26
  • First 2 GWh of cell manufacturing remains on track for June 2027

Mr. Jayadev Galla, Chairman and Managing Director:

  • Company recorded consistent performance over the past year
  • Strong leadership in lead-acid battery business combined with growing momentum in new energy initiatives
  • Strategic diversification into new products and chemistries positioning company for future growth
  • Energy storage identified as fundamental to India's growth journey
  • Company strengthening capabilities to emerge as India's leading cell-to-grid player

Company Overview

Amara Raja Energy & Mobility Limited encompasses a diverse range of solutions and products including:

  • Energy storage solutions
  • Lithium-ion cell manufacturing
  • Wide range of EV chargers
  • Li-ion battery pack assembly
  • Automotive and industrial lubricants
  • Exploration of new chemistries

The company is one of the largest manufacturers of energy storage products for both industrial and automotive applications in India, serving:

  • Major telecom service providers and equipment manufacturers
  • UPS sector (OEM & Replacement)
  • Indian Railways
  • Power, Oil & Gas industry segments

Brand Portfolio:

  • Industrial battery brands: PowerStack®, AmaronVolt®, Quanta®
  • Automotive battery brands: Amaron®, Powerzone

OE Relationships: Supply automotive batteries to Ashok Leyland, Honda, Hyundai, Mahindra & Mahindra, Maruti Suzuki, Tata Motors, and others.

Export Markets: Industrial and Automotive Batteries exported to over 50 countries worldwide.

Forward-Looking Statements Disclaimer

The release contains forward-looking statements including financial and growth projections, plans, strategies, intentions and beliefs concerning the company's business and markets. These statements are based on currently available information and subject to risks and uncertainties including market demand, competitive pressures, customer spending reductions, ability to build new businesses, talent retention, currency fluctuations, and general market conditions in India and globally.