Amara Raja FY26 net profit rises to ₹970.43 crore, dividend declared

Amara Raja Energy & Mobility Limited reported a standalone net profit of ₹970.43 crore for the financial year ended March 31, 2026, compared to ₹963.90 crore in the previous year. The company’s standalone revenue from operations for FY26 stood at ₹13,548.86 crore, a 9.2% increase from ₹12,404.89 crore in FY25. The Board of Directors has recommended a final dividend of ₹5.20 per equity share, subject to shareholder approval, bringing the total dividend for the fiscal year to ₹10.60 per share.

The company recorded an Earnings Per Share (EPS) of ₹53.02 for FY26. On a consolidated basis, revenue from operations for FY26 was ₹13,814.00 crore, with a Profit After Tax (PAT) of ₹895.77 crore. The EBITDA for the consolidated business stood at ₹15,442 million, with margins of 11.4%.

Standalone Financial Performance

The table below summarizes the audited standalone financial performance for the year ended March 31, 2026:

Particulars:	Year ended 31.03.2026 (₹ in crores)	Year ended 31.03.2025 (₹ in crores)
Revenue from operations:	13,548.86	12,404.89
Profit before tax:	1,306.93	1,299.15
Net Profit after tax:	970.43	963.90

Standalone quarterly revenue for Q4 FY26 rose to ₹3,459.82 crore. Profit before tax for the full year stood at ₹1,306.93 crore, marginally higher than the previous year.

Exceptional Items and Operational Highlights

The financial results included exceptional items amounting to a net charge of ₹259.14 crore for the year. This included an increase in gratuity liability of ₹43.80 crore due to the assessment of the Labour Codes, and an insurance claim receipt of ₹186.72 crore related to a fire accident at the Chittoor manufacturing facility in January 2023. The company also received ₹121.79 crore towards a business interruption claim during the quarter ended September 2025.

The company infused ₹100 crore into its wholly-owned subsidiary, Amara Raja Advanced Cell Technologies Private Limited (ARACT), during the quarter, taking the total investment in the subsidiary to ₹1,500.01 crore.

Dividend Declaration and AGM

The Board recommended a final dividend of ₹5.20 per share. An interim dividend of ₹5.40 per share was paid during the previous quarter. The total dividend for FY26 amounts to ₹10.60 per share, compared to ₹10.50 per share in FY25. The record date for the final dividend is Monday, July 27, 2026. The 41st Annual General Meeting of the Company is scheduled to be held on Monday, August 10, 2026.

1 Day	5 Days	1 Month	6 Months	1 Year	5 Years
+3.43%	-4.16%	-5.21%	-11.55%	-18.92%	+8.75%

Amara Raja Energy & Mobility has released the audio recording of its earnings call held on May 26, 2026, accessible on the company's official investor relations website. The disclosure provides detailed insights into the company's financial guidance, capital expenditure plans, and operational outlook across its lead-acid and new energy businesses. This intimation follows an earlier notice dated May 21, 2026, and was filed in compliance with Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, with the National Stock Exchange of India Limited and BSE Limited.

Capital Expenditure Plans for FY '27

Amara Raja has outlined a significant capital expenditure programme for FY '27, with total planned spending ranging between INR 1,500 crores and INR 1,700 crores. The allocation reflects the company's dual focus on sustaining its traditional lead-acid battery business while aggressively scaling its new energy segment.

Capex Segment	Planned Allocation
Lead-Acid Battery Sector	~INR 400 Crores
New Energy Sector	INR 1,100 – INR 1,200 Crores
Total Capex (FY '27)	INR 1,500 – INR 1,700 Crores

Margin Targets Across Business Segments

Management shared specific margin guidance for each of its key business verticals. The new plant is expected to commence operations with initial EBITDA margins of 6% to 7%, with room for improvement as the facility scales. The new energy business is targeting EBITDA margins of 10% to 11% at scale. Despite lead prices hovering around INR 200,000, the company's long-term margin goal for its lead-acid business remains unchanged at 13% to 14%.

Business Segment	Margin Guidance
New Plant (Initial)	6% – 7% EBITDA Margins
New Energy Business (At Scale)	10% – 11% EBITDA Margins
Lead-Acid Business (Long-Term)	13% – 14% EBITDA Margins
Current Lead Prices	~INR 200,000

Growth Outlook and Production Milestones

The lead-acid battery business is set for mid- to high-single-digit growth in FY '27, with the industrial segment also expected to grow at high-single-digits. On the new energy front, the company's first gigawatt-hour Giga-1 line is scheduled to commence production in June 2027, while production at the LFP (lithium iron phosphate) plant is expected by 2028 or later.

Milestone	Timeline
Giga-1 Line Production Start	June 2027
LFP Plant Production	2028 or Later
Lead-Acid Business Growth (FY '27)	Mid- to High-Single-Digit
Industrial Segment Growth (FY '27)	High-Single-Digit

Access Details

The audio recording is hosted under the Earnings Calls section of the company's website, with a dedicated link directing users to the relevant content page. The communication was signed by Vikas Sabharwal, Company Secretary & General Counsel of Amara Raja Energy & Mobility Limited.