Amara Raja Energy & Mobility Ltd (ARE&M) AI Stock Analysis

• Market Cap: ₹181.29B
• Dividend Yield: 6.33%
• Average Volume (3M): 30.64K
• Price to Earnings (P/E): 21.1
• Beta (1Y): 1.59
• Revenue Growth: 6.65%
• EPS Growth: -13.48%
• Country: IN
• Employees: 8,280
• Sector: Energy
• Sector Strength: 52
• Industry: Electrical Equipment & Parts
• EPS (TTM): 10.60
• Shares Outstanding: 183,025,360
• 10 Day Avg. Volume: 29,677
• 30 Day Avg. Volume: 30,644
• PEG Ratio: 0.00
• Price to Book (P/B): 0.00
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 0.00
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: N/A
• Number of Analyst Covering: 0
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 79 Outperform
• Price Target: ₹1,104.00 ▲(11.04% Upside)

The overall score is driven primarily by strong financial performance and an excellent valuation due to a high dividend yield. The absence of technical data limits the technical analysis score, though it is not the primary factor affecting the overall assessment. The company's robust balance sheet and profitability provide a stable foundation for future growth, despite challenges in maintaining cash reserves due to capital expenditures.

Amara Raja Energy & Mobility Ltd Business Overview & Revenue Model

Company Description

Amara Raja Energy & Mobility Limited manufactures and sells lead-acid storage batteries for industrial and automotive applications in India. The company also provides installation, commissioning, and maintenance services. It sells its batteries under the Amaron, PowerZone, Power Stack, AmaronVolt, and Quanta brands. The company exports its products to various countries in the Indian Ocean Rim. It supplies its batteries to various customer groups, such as telecom, railways, solar, power control, and UPS; and automobile OEMs, replacement markets, and private label customers. The company was formerly known as Amara Raja Batteries Limited and changed its name to Amara Raja Energy & Mobility Limited in September 2023. The company was incorporated in 1985 and is based in Hyderabad, India.

How the Company Makes Money

ARE&M generates revenue primarily through the manufacturing and sale of batteries, including lead-acid and lithium-ion variants. Key revenue streams include supplying batteries to automotive manufacturers, industrial applications, and energy storage systems for renewable energy projects. The company also benefits from strategic partnerships with major automotive players and collaborations in the electric mobility sector, which enhance its market reach and technological capabilities. Additionally, ARE&M invests in research and development to innovate and expand its product offerings, thereby driving further sales and market penetration.

Amara Raja Energy & Mobility Ltd Financial Statement Overview

Summary

Income Statement

Balance Sheet

Cash Flow

Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	129.84B	128.46B	117.08B	103.39B	86.55B	71.33B
Gross Profit	38.30B	41.67B	36.96B	31.89B	24.06B	22.91B
EBITDA	17.58B	18.43B	17.60B	14.71B	10.94B	11.96B
Net Income	8.60B	9.45B	9.34B	7.31B	5.13B	6.47B
Balance Sheet
Total Assets	0.00	101.68B	89.78B	79.62B	63.76B	57.97B
Cash, Cash Equivalents and Short-Term Investments	4.91B	4.91B	4.56B	2.67B	748.00M	4.45B
Total Debt	0.00	2.61B	1.57B	2.01B	1.26B	923.20M
Total Liabilities	-73.89B	27.79B	21.79B	19.55B	18.24B	15.87B
Stockholders Equity	73.89B	73.89B	67.99B	60.07B	45.52B	42.10B
Cash Flow
Free Cash Flow	1.51B	1.51B	3.95B	4.34B	-1.28B	3.06B
Operating Cash Flow	13.51B	13.51B	12.66B	9.45B	6.33B	8.02B
Investing Cash Flow	-11.32B	-11.32B	-10.20B	-7.73B	-4.82B	-6.35B
Financing Cash Flow	-1.60B	-1.60B	-2.42B	-1.12B	-2.13B	-1.22B

Amara Raja Energy & Mobility Ltd Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
ARE&M	79 Outperform	₹181.29B	21.07	―	6.33%	6.65%	-13.48%
KPIGREEN	72 Outperform	₹105.02B	29.28	―	0.17%	68.31%	61.93%
TDPOWERSYS	68 Neutral	₹128.08B	61.51	―	0.27%	40.14%	53.51%
Sector *	65 Neutral	$15.17B	7.61	4.09%	5.20%	3.87%	-62.32%
BORORENEW	56 Neutral	₹88.31B	-39.23	―	―	4.94%	-328.07%
SWSOLAR	45 Neutral	₹54.81B	-14.77	―	―	112.24%	-474.43%

Amara Raja Energy & Mobility Ltd Corporate Events

Amara Raja Energy & Mobility Releases Q1 FY26 Earnings Presentation

Amara Raja Energy & Mobility Limited has released its earnings presentation for the first quarter of the fiscal year 2026. The announcement is part of the company’s compliance with SEBI regulations and aims to provide stakeholders with insights into its financial performance and strategic direction.

Amara Raja Energy & Mobility Releases Q1 FY26 Financial Results

Amara Raja Energy & Mobility Limited announced the publication of its unaudited financial results for the first quarter of FY26, ending June 30, 2025. The results were disclosed in several newspapers, including Business Line and regional Telugu publications, as part of compliance with SEBI regulations. This announcement is significant for stakeholders as it provides insights into the company’s financial performance and strategic positioning in the energy and mobility market.

Amara Raja Energy & Mobility Announces Director Retirement

Amara Raja Energy & Mobility Ltd announced the retirement of Ms. Bhairavi Tushar Jani as an Independent Director, effective August 13, 2025, following the completion of her second term. The company expressed gratitude for her contributions, marking a significant transition in its board composition, which could impact its strategic direction and governance.

Amara Raja Energy & Mobility Ltd Announces Q1 FY26 Investor Call

Amara Raja Energy & Mobility Ltd has announced an upcoming investor call to discuss its financial results for the first quarter of the fiscal year 2026. This call, scheduled for August 18, 2025, will provide insights into the company’s financial performance and strategic direction, potentially impacting its market positioning and stakeholder interests.