Amara Raja Energy & Mobility's Profit in March Quarter Down by 29.7%
By Ankur Chandra | Updated at: May 31, 2025 10:41 PM IST
Hyderabad | May 30, 2025- Amara Raja Energy & Mobility Ltd (NSE: ARE&M, BSE: 500008) has announced the release of its financial results for Q4 and full year FY25.
Consolidated Financial Highlights
| Particulars | Q4 FY25 | Q4 FY24 | YoY Change | FY25 | FY24 | YoY Change |
|---|---|---|---|---|---|---|
| Revenue from Operations | ₹30,601 Mn | ₹29,079 Mn | +5.2% | ₹1,28,463 Mn | ₹1,17,084 Mn | +9.7% |
| EBITDA | ₹3,409 Mn | ₹4,104 Mn | -16.9% | ₹16,165 Mn | ₹16,585 Mn | -2.5% |
| EBITDA Margin | 11.1% | 14.1% | ↓ 297 bps | 12.6% | 14.2% | ↓ 158 bps |
| Profit After Tax | ₹1,616 Mn | ₹2,298 Mn | -29.7% | ₹9,447 Mn | ₹9,344 Mn | +1.1% |
| PAT Margin | 5.3% | 7.9% | ↓ 262 bps | 7.4% | 8.0% | ↓ 63 bps |
| Diluted EPS (₹) | 8.83 | 12.55 | -29.6% | 51.62 | 51.05 | +1.1% |
Note: FY25 includes an exceptional income of ₹1,111 Mn related to insurance claim settlement.
Segment-Wise Performance
Lead Acid Battery (LAB)
- Q4 Revenue: ₹29,030 Mn (↓ from ₹31,548 Mn in Q3)
- FY25 Revenue: ₹1,23,451 Mn, up from ₹1,11,862 Mn in FY24
- Volume Growth: Steady YoY growth across 2W, 3W, and 4W segments
- Exports: Moderately declined in Q4, but recovery is anticipated
Other Businesses
- Q4 Revenue: ₹1,571 Mn (↑ from ₹1,177 Mn YoY)
- FY25 Revenue: ₹5,012 Mn (↓ from ₹5,223 Mn YoY)
Operational Highlights
- New Energy Business: Growth in EV charger volumes with localised 2W/3W products. Stationary lithium-ion demand is rising, especially in telecom.
- Export Market: Contributed ~13% of revenue; presence in 60+ countries, with an aim to reach 80+ by FY30.
- Phase I of the lead-acid battery recycling plant (Cheyyar, TN) commenced production in Dec 2024
- Tubular battery plant to start in Q1 FY26
- 16 GWh Li-ion Giga Cell facility under construction. The company expects Phase I (4 GWh) operations in FY26
Strategic & ESG Initiatives
- Strategic Vision: The company wants to ensure diversification across mobility, industrial and energy storage solutions with an increasing emphasis on lithium and the circular economy.
- ESG Ratings: The company is ranked #1 in India (Electrical Components & Equipment), with a 75/100 S&P Global ESG score.
- 12X water positive, 43% reduction in Scope 1 & 2 emissions since FY22
- 94% waste recycled; 85%+ lead sourced from recycling
Management Commentary
“FY25 was a year of strategic investment and operational resilience. While Q4 margins were under pressure due to raw material and energy costs, our expansion into new energy technologies and recycling infrastructure positions us well for the future,” said the management in the investor presentation.
Capital Market Snapshot (As of March 31, 2025)
- CMP: ₹1,003
- Market Cap: ₹183.57 Bn
- Promoter Holding: 32.86%
- Institutional Holding (FII + DII): 35.28%
Outlook
Amara Raja is looking towards shifting heavily towards sustainable energy leadership by investing aggressively in lithium-ion technology, advanced lead recycling, and the EV ecosystem. Although the company’s short-term profitability remains sensitive to input cost volatility, its strong balance sheet and diversified revenue base can help the company grow in the future.
REF: https://nsearchives.nseindia.com/corporate/AMARARAJA_29052025232248_AREandMInvestorPresentation.pdf
