| Metric | Value (₹ Cr) | Q1 FY26 | Q2 FY25 |
|---|---|---|---|
| Revenue | 3.5K | 1.9% | 6.7% |
| Total Income | 3.5K | 2.2% | 6.7% |
| Expenditure | 3.3K | 1.9% | 9.9% |
| PBT | 364.82 | 59.4% | 15.1% |
| Net Profit | 276.49 | 67.8% | 17.4% |
| OPM | 14.31% | 3.62pp | 9.68pp |
| NPM | 7.91% | 3.09pp | 0.72pp |
| EPS | 15.11 | 67.9% | 17.4% |
Amara Raja Energy & Mobility Reports 8% Increase in Revenue Over Previous Year Same Quarter in Q2 FY26
06 Nov 2025 · 6 Nov 2025, 06:52 pm
Summary
Amara Raja Energy & Mobility Limited (ARE&M) reported a profit before tax of 406 Cr for the Q2 of FY26. The Earnings per Share (EPS) for Q2 of FY26 is at 16.52. The revenue growth can be attributed to robust OEM demand across 4W and 2W segments, strong performance from the lubes business, and increased realisation from exports. The new energy business has shown good growth in the telecom segment.
Key Highlights
- 1
Revenue from operations for Q2 FY26 is 3,388.18 Cr
- 2
Profit before tax for Q2 FY26 is 406 Cr
- 3
EPS for Q2 FY26 is 16.52
- 4
Revenue growth is attributed to robust OEM demand, strong performance from the lubes business, and increased realisation from exports
- 5
New energy business has shown good growth in the telecom segment
- 6
Customer Qualification Plant (CQP) for indigenous cell manufacturing to be operational by Q4 of this FY
Management Comments
Mr. Harshavardhana Gourineni
Executive Director- Automotive and Industrial
Our continued growth in the OEM segment underscores our unwavering commitment to quality and reliability. In the telecom sector, we are seeing a decline in lead-acid battery demand though our lithium solutions continue to gain strong traction - clearly reflecting the sector’s shift toward advanced technologies. Additionally, global trade and tariff uncertainties have weighed on our export performance this quarter. That said, we remain confident in our ability to navigate these challenges and accelerate growth across our portfolio in the coming periods.
Mr. Vikramadithya Gourineni
Executive Director - New Energy Business
We are seeing consistent progress on our infrastructure development. We are confident our Customer Qualification Plant (CQP) for indigenous cell manufacturing will be operational by Q4 of this FY, which will greatly accelerate our cell manufacturing plans.
Mr. Jayadev Galla
Chairman and Managing Director
We continue to see robust performance on the back of our Automotive Lead Acid Business, which has delivered strong results. Even though it has been a tumultuous quarter with tariffs and global uncertainties, our performance has been solid, and we look forward to making better gains.
Informational and educational content only. Not investment advice.