Amara Raja Energy & Mobility

Amara Raja Energy Mobility Limited reported consolidated revenue of INR 3,467 crores in quarterly results, representing 6.5% year-over-year growth. Lead acid business contributed 95% of revenue at INR 3,297 crores with 5% growth, driven by robust OEM demand across 4-wheeler and 2-wheeler segments that grew 30% year-over-year. Aftermarket volumes remained stable due to procurement delays following GST rate revisions. New Energy business delivered INR 170 crores revenue, growing over 50% compared to previous year, supported by increased demand for telecom packs and chargers. The company supplied 150 megawatts in telecom volumes and commenced 3-wheeler packs with LFP cells. Stand-alone operating margins stood at 12%, impacted by warranty expense provisions and EPR liability provisions totaling INR 35 crores. The company invested INR 350 crores in Amara Raja Advanced Cell Technologies, bringing total lithium subsidiary investment to INR 1,200 crores. Capex outlook for the full year is INR 1,400-1,500 crores with major allocation toward New Energy business. International volumes remained flat due to tariff uncertainties, while industrial volumes declined 11% primarily due to telecom segment weakness.

Six companies have set November 13 as the record date for dividend eligibility, making November 12 the final day for investors to purchase shares to qualify for dividend payments. Great Eastern Shipping announced an interim dividend of Rs 7.20 per share, while Patanjali Foods declared Rs 1.75 per share. Amara Raja Energy & Mobility approved Rs 5.40 per share, Sasken Technologies set Rs 12 per share, and ADF Foods announced Rs 0.60 per share. Kriti Nutrients declared a special dividend of Rs 3 per share. Due to India's T+1 settlement cycle, investors must own shares by November 12 to receive the dividend payments. Dividend income exceeding Rs 5,000 annually is subject to 10% TDS for resident individuals.

Amara Raja Energy & Mobility Limited's Board of Directors approved the Employee Stock Option Scheme 2025 on November 6, 2025. The scheme covers a total pool of 25 lakh employee stock options convertible into 25 lakh equity shares of face value Re. 1 each. The scheme will be implemented through a Trust Route, where the Trust will acquire existing equity shares from the open market through secondary acquisition. The exercise price will be decided by the Nomination and Remuneration Committee and linked to market price, with the committee having power to provide up to 20% discount. Options may be exercised within a maximum period of 5 years from vesting date. The scheme is subject to shareholder approval through Postal Ballot and compliance with SEBI regulations.