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Consumer Discretionary · Auto Components & Equipments

Amara Raja Energy & Mobility Ltd (ARE&M)

₹686.85

Mkt cap
₹12,571 Cr
P/E ratio
16.00
P/B
1.54
Div yield
1.54%
ROE
8.26%
ROCE
13.40%
EPS (TTM)
₹42.93
Book value
₹446
52W range
670–1,023
Sector
Consumer Discretionary

Price history

Previous close

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]

NSE ARE&MBSE 500008
Health check
Mixed
ValuationCheap
ProfitabilityAverage
GrowthModerate
TechnicalsBearish
52-week range
−32.86% from high
₹687
₹670+2.51% from low₹1,023
Current
₹686.85
Prev close
₹704.10
Day
−2.45%
Price performance
1D
−2.51%
1W
−0.11%
1M
−10.42%
3M
−24.30%
6M
−22.91%
1Y
−31.20%
YTD
−26.01%

Financials

Revenue, profit & margin
P/E ratio
16.0×
ARE&M is 42% below the sector median of 27.8×
ARE&M16.0×
Sector median27.8×
 Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Trend
Sales2,7712,8112,8822,7973,1313,1363,1642,9743,3503,3883,3513,4604,041
Expenses2,4022,4012,4472,3892,7012,6952,7482,6322,9632,9822,9763,0833,634
Operating Profit369410435408430441416342387406374377407
OPM %13%15%15%15%14%14%13%12%12%12%11%11%10%
Other Income2228242826181402014146-1720916
Interest8881091311910891311
Depreciation117121120121118122123128129138141140140
Profit before tax266309331305329324422224261406207433272
Tax %25%27%24%25%26%26%26%26%26%25%27%26%26%
Net Profit199226253228245241312167194302152322203
EPS in Rs11.6313.2514.8012.4613.3613.1517.049.1110.6016.528.2917.6111.08
Raw PDF

Earnings

Results dates & reactions
Next results
2 Nov '26scheduled

Fresh quarters land in the Financials table above, tagged NSE until screener catches up.

Avg earnings-day move +0.03% · closed higher next day 29 of last 64
 Q2FY24Q3FY24Q4FY24Q1FY25Q2FY25Q3FY25Q4FY25Q1FY26†Q2FY26Q3FY26†Q4FY26Q1FY27
Broadcast1 Nov '23◦31 Jan '24◦28 May '24◦3 Aug '24◦4 Nov '24◦8 Feb '25◦29 May '25◦14 Aug '257 Nov '25◦11 Feb '26◦25 May '26◦10 Aug '26
Earnings day+0.02%−0.98%−2.77%−6.50%−3.98%−3.45%−5.38%−0.56%−1.64%−5.51%+0.67%+8.08%
+1 day+0.51%+0.70%−4.62%−9.05%−3.10%−6.29%−6.61%−0.05%−1.99%−7.69%+2.55%+7.99%
+5 days+2.14%−1.21%−2.42%−0.91%−7.61%−9.73%−8.20%+3.11%−1.53%−6.89%−2.76%+4.24%
+15 days+9.84%−6.15%+12.29%−2.52%−7.98%−9.60%−10.91%+8.19%−3.03%−11.40%−3.19%−1.98%
+30 days+26.44%−10.88%+32.31%−13.17%−11.22%−2.74%−10.22%+3.58%−5.37%−26.24%−1.57%−9.45%
FilingXBRLXBRLXBRLXBRLXBRLXBRLXBRLPDFPDFXBRLXBRLXBRL

Corporate actions

Last 6 months
KindValueEx-dateRecord
dividend
Dividend - Rs 5.20 Per Share
5.2027 Jul '2627 Jul '26

Results analysis

Shareholding

as of Sep 2026
32.86%Promoter
Promoters32.86%
FIIs17.24%0.10
DIIs14.93%0.38
Public34.96%0.46
Ownership trend

Peers

8 companies
Valuation vs quality
P/E × ROCE · bubble = market cap
NameCMPP/EMkt CapDiv YldNP QtrQtr Profit VarSales QtrQtr Sales VarROCE
Samvardh. Mothe.₹156.5036.501,66,7920.38%1,076+81.52%35,244+16.65%13.43%
Bosch₹47,200.0058.911,39,2220.57%706+5.20%5,842+22.00%21.54%
Bharat Forge₹1,720.0083.2484,0510.49%−90−57.72%4,640+18.71%12.61%
Uno Minda₹1,082.5051.1462,5110.24%316+1.76%5,557+23.79%19.65%
Schaeffler India₹3,574.0041.2355,8630.98%370+20.78%3,006+27.36%27.90%
Sona BLW Precis.₹890.5068.9655,6720.38%197+17.84%1,377+30.28%15.11%
Tube Investments₹2,120.0065.4841,0370.17%294−15.25%6,215+17.07%17.14%
Amara Raja Ener.₹686.8516.0212,5711.54%203+4.53%4,041+20.64%13.43%
Median: 131 Co.₹431.7027.821,5130.35%12+27.66%266+22.02%16.44%

Filings

Annual reports15
Annual Report 2026Annual Report 2025Annual Report 2024Annual Report 2023Annual Report 2022Annual Report 2021Annual Report 2020Annual Report 2019Annual Report 2018Annual Report 2017Annual Report 2016Annual Report 2015Annual Report 2014Annual Report 2013Annual Report 2012
Concall transcripts47
TranscriptAug 2026PPTAug 2026RECAug 2026TranscriptJun 2026PPTJun 2026RECJun 2026TranscriptFeb 2026PPTFeb 2026RECFeb 2026TranscriptNov 2025RECNov 2025TranscriptNov 2025PPTNov 2025TranscriptAug 2025PPTAug 2025RECAug 2025TranscriptJun 2025PPTJun 2025TranscriptFeb 2025PPTFeb 2025TranscriptNov 2024PPTNov 2024RECNov 2024TranscriptAug 2024
Credit ratings6
Rating update 30 MarcrisilRating update 30 Dec 2024crisilRating update 3 Nov 2023crisilRating update 31 May 2023crisilRating update 9 Feb 2023crisilRating update 1 Jul 2022crisil
Announcements5
Announcement under Regulation 30 (LODR)-Change in Management 26 Oct - Preetam Ganguly appointed Chief Business Officer – Industrial effective October 26, 2026.Compliances-Certificate under Reg. 74 (5) of SEBI (DP) Regulations, 2018 7 Oct - Submitted Regulation 74(5) certificate for quarter ended September 30, 2026.Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation 29 Sep - Management will hold a virtual investor call with BlueCoast Capital on October 2, 2026 at 2:00 PM IST.Closure of Trading Window 25 SepBoard Meeting Intimation for Unaudited Financial Results For Q2FY27 And Interim Dividend, If Any. 25 Sep - Board meeting on Nov 2, 2026 to approve Q2/H1 FY27 results and consider interim dividend; trading window closes Oct 1-Nov 4.