Amara Raja Energy & Mobility LimitedARE&MCorporate

Auto Ancillaries Latest results: Sep 2026 16 quarters of data

₹708.40

MCap ₹12,966 Cr · P/E 16.3

AI-assisted data: figures and text on this page are extracted from public quarterly filings with AI assistance, checked automatically and overseen by our editorial team (human in the loop). They may still contain errors or omissions. Verify critical numbers against official company / SEBI / NSE / BSE filings before making any decision. Educational information only, not financial advice.

₹4,109 Cr

Sales · Sep 2026

+18.5% YoY

₹362 Cr

Operating Profit · Sep 2026

-3.4% YoY

8.8%

OPM % · Sep 2026

-18.5% YoY

₹152 Cr

Net Profit · Sep 2026

-44.9% YoY

₹8.33

EPS · Sep 2026

-44.9% YoY

📝 Amara Raja Energy & Mobility Limited — results explained

Quarter ended September 2026 (Q2 FY27)

Amara Raja Energy & Mobility Limited reported revenue of ₹4,109 crore for the quarter ended September 2026 (Q2 FY27), up 18.5% from ₹3,467 crore in the same quarter last year, and down 2.5% sequentially over the June 2026 quarter.

Net profit fell 44.9% year-on-year to ₹152 crore, from ₹276 crore. Earnings per share (EPS) came in at ₹8.33.

Operating profit stood at ₹362 crore — an operating margin (OPM) of 8.8%, compared with 10.8% in the year-ago quarter.

Full year and trailing twelve months

For the full year FY26, Amara Raja Energy & Mobility Limited posted revenue of ₹13,814 crore, a growth of 7.5% over FY25, with a net profit of ₹895 crore (down 5.2% year-on-year).

On a trailing-twelve-month (TTM) basis, revenue stands at ₹15,269 crore with a net profit of ₹798 crore.

Valuation snapshot

At the current price of ₹708.40, ARE&M has a market capitalisation of ₹12,966 crore and a trailing P/E of about 16.3.

Within the Auto Ancillaries industry, it is the 3rd-largest of the 61 companies we track by market value.

Shareholding pattern

As of Sep 2026, promoters held 32.86%, foreign institutional investors (FIIs) 17.24%, domestic institutional investors (DIIs) 14.93%, public shareholders 34.97% of Amara Raja Energy & Mobility Limited.

📈 Share price & events

📊 Quarterly trend

₹ crore · OPM % on right axis

🎯 Key metrics

price-linked ratios use the latest close

Valuation

Market Cap ?

₹12,966 Cr

Current Price ?

₹708.4

P/E ?

16.26below ind

Industry P/E ?

20.40

P/B ?

1.55

P/S ?

0.85

P/FCF ?

-58.93

Enterprise Value ?

₹13,649 Cr

EV/EBITDA ?

8.94

PEG ?

N/A

Earnings Yield ?

6.5%

Dividend Yield ?

1.50%

Profitability & Returns

Sales (TTM) ?

₹15,269 Cr

OPM ?

10.0%

Profit after tax (TTM) ?

₹798 Cr

EPS (TTM) ?

₹43.58

ROCE ?

12.0%

ROE ?

9.6%

ROA ?

6.5%

Growth

Sales — latest qtr ?

₹4,109 Cr

PAT — latest qtr ?

₹152 Cr

YoY qtr sales growth ?

18.5%

YoY qtr profit growth ?

-44.9%

Sales growth (3y) ?

10%

Sales growth (5y) ?

14%

Profit growth (3y) ?

-3%

Profit growth (5y) ?

Financial Health

Debt ?

₹684 Cr

Debt to Equity ?

0.08

Interest Coverage ?

19.9

Ownership

Promoter holding ?

32.86%

Change in promoter holding ?

0.00%

FII holding ?

17.24%

DII holding ?

14.93%

Market

Return 3 months ?

-23.1%

Return 6 months ?

-19.6%

🗓️ Quarterly results (16 quarters · ₹ Cr)

same fiscal quarter as Sep bestweakest per row · for costs (interest, NPAs) low is best Highlight

Metric	Dec 2022	Mar 2023	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026	Sep 2026	YoY %	QoQ %
Sales	2,637	2,433	2,796	2,959	3,044	2,908	3,263	3,251	3,272	3,060	3,401	3,467	3,410	3,536	4,215	4,109	+18.5%	-2.5%
Operating Profit	383	353	352	402	431	410	437	433	406	341	364	374	374	386	406	362	-3.4%	-10.9%
Other Income	23	-23	23	29	24	33	30	25	146	26	18	28	33	208	20	23	-19.4%	+16.0%
Interest	5	8	6	6	6	11	9	14	11	10	11	9	10	15	12	15	+63.4%	+23.4%
Depreciation	105	124	111	116	116	123	123	127	132	144	142	150	157	158	159	161	+7.1%	+1.3%
Profit Before Tax	297	198	258	310	332	309	335	317	409	213	229	365	192	421	255	209	-42.8%	-18.1%
Net Profit	222	142	192	226	255	230	249	236	298	162	165	276	140	314	191	152	-44.9%	-20.1%
EPS	12.99	8.34	11.25	13.25	14.91	12.55	13.61	12.87	16.30	8.83	9.00	15.11	7.66	17.17	10.43	8.33	-44.9%	-20.1%
OPM %	14.5%	14.5%	12.6%	13.6%	14.1%	14.1%	13.4%	13.3%	12.4%	11.1%	10.7%	10.8%	11.0%	10.9%	9.6%	8.8%	-18.5%	-8.3%

📆 Annual results (₹ Cr, FY = Apr–Mar)

Metric	FY25	FY26	TTM	YoY %
Sales	₹12,846 Cr	₹13,814 Cr	₹15,269 Cr	+7.5%
Operating Profit	₹1,617 Cr	₹1,498 Cr	₹1,527 Cr	-7.4%
OPM %	12.59%	10.84%	10.00%	-13.9%
NPM %	7.35%	6.48%	5.22%	-11.8%
Other Income	₹227 Cr	₹287 Cr	₹283 Cr	+26.7%
Depreciation	₹526 Cr	₹607 Cr	₹635 Cr	+15.5%
Interest	₹44 Cr	₹45 Cr	₹51 Cr	+1.7%
EBIT	₹1,091 Cr	₹890 Cr	₹893 Cr	-18.4%
PBT	₹1,274 Cr	₹1,207 Cr	₹1,076 Cr	-5.2%
Tax	₹51 Cr	₹205 Cr	₹172 Cr	+300.7%
Net Profit	₹945 Cr	₹895 Cr	₹798 Cr	-5.2%
EPS	₹51.61	₹48.94	₹43.59	-5.2%
Material Cost	₹2,108 Cr	₹7,191 Cr	₹8,224 Cr	+241.1%
Employee Cost	₹201 Cr	₹709 Cr	₹770 Cr	+252.0%
Extraordinary Items	₹111 Cr	₹-169 Cr	₹-48 Cr	-252.5%

🏛️ Balance Sheet (latest 5 periods)

Metric	Mar 2023	Mar 2024	Mar 2025	Mar 2026	Sep 2026	% Chg
Equity Capital	17	18	18	18	18	+1.7%
Reserves	5,990	6,780	7,371	8,081	8,327	+3.0%
Borrowings	201	157	261	406	684	+68.4%
Other Liabilities	1,753	2,021	2,511	2,952	3,272	+10.8%
Total Liabilities	7,961	8,976	10,161	11,457	12,301	+7.4%
Fixed Assets	3,747	3,807	4,014	4,730	5,075	+7.3%
CWIP	249	641	1,298	1,585	1,449	-8.6%
Investments	427	714	682	464	549	+18.4%
Other Assets	3,538	3,814	4,167	4,678	5,229	+11.8%
Total Assets	7,961	8,976	10,161	11,457	12,301	+7.4%

📦 Working Capital (latest 1 periods)

Metric	Sep 2026	% Chg
Inventories	2,686	—
Trade Receivables	1,480	—
Trade Payables	1,565	—

💧 Cash Flow (latest 4 periods)

Metric	Mar 2023	Mar 2024	Mar 2025	Mar 2026	% Chg
Cash from Operating Activity	945	1,266	1,351	1,118	-17.2%
Cash from Investing Activity	-773	-1,020	-1,132	-924	+18.4%
Cash from Financing Activity	-112	-242	-160	-126	+21.2%
Net Cash Flow	60	3	59	68	+15.3%
Free Cash Flow	435	397	159	-220	-238.4%
CFO/OP	83%	96%	104%	95%	-8.7%

💧 Half-year Cash Flow (latest 1 periods)

Metric	Sep 2026	% Chg
Cash from Operating Activity	646	—
Cash from Investing Activity	-855	—
Cash from Financing Activity	141	—
Net Cash Flow	-68	—

➗ Ratios (latest 4 periods)

Metric	Mar 2023	Mar 2024	Mar 2025	Mar 2026	% Chg
Debtor Days	31	35	36	33	-8.3%
Inventory Days	90	90	92	98	+6.5%
Days Payable	40	40	46	46	+0.0%
Cash Conversion Cycle	82	86	83	85	+2.4%
Working Capital Days	60	52	41	40	-2.4%
ROCE %	20%	19%	16%	12%	-25.0%

👥 Shareholding (latest 6 periods)

Metric	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026	Sep 2026	% Chg
Promoters	32.86%	32.86%	32.86%	32.86%	32.86%	32.86%	+0.0%
FIIs	19.39%	17.97%	17.37%	17.31%	17.34%	17.24%	-0.6%
DIIs	14.00%	16.24%	17.12%	16.95%	15.30%	14.93%	-2.4%
Public	33.76%	32.93%	32.63%	32.88%	34.50%	34.97%	+1.4%
No. of Shareholders	8,71,584	8,49,222	8,20,460	8,09,144	8,18,619	8,01,816	-2.1%

⚖️ Peer comparison

Industry: Auto Ancillaries · top 25 of 61 companies · full page →

#	Company	CMP	MCap (Cr)	P/E	Sales TTM	NP TTM	OPM%	NPM%	ROE%	ROCE%	D/E	Sales YoY%	NP YoY%	Qtr Rev Δ%	Qtr NP Δ%
1	MSUMI Motherson Sumi	₹34.50	22,879	33.2	13,683	685	8.5%	5.0%	32.0%	39.0%	0.14	23.1%	3.0%	46.8%	35.4%
2	LUMAXTECH Lumax Auto	₹2,083.70	14,202	48.8	4,791	324	13.4%	6.8%	23.1%	21.0%	0.81	11.5%	4.9%	34.6%	49.6%
3	ARE&M Amara Raja	₹690.85	12,644	15.8	15,269	798	10.0%	5.2%	9.6%	12.0%	0.08	7.5%	-5.2%	18.5%	-44.9%
4	VARROC Varroc Engineering	₹812.75	12,419	41.3	8,666	301	9.9%	3.5%	11.2%	19.0%	0.52	21.0%	33.8%	28.2%	13.6%
5	ASKAUTOLTD ASK Automotive	₹565.05	11,140	35.2	4,643	317	12.3%	6.8%	24.2%	25.0%	0.52	16.0%	20.2%	52.4%	29.0%
6	PRICOLLTD Pricol	₹710.35	8,658	32.3	4,251	268	11.6%	6.3%	21.3%	26.0%	0.30	50.1%	50.2%	23.5%	34.3%
7	BBTC Bombay Burmah	₹1,212.60	8,461	6.7	19,916	2,585	17.7%	13.0%	36.7%	33.0%	0.23	42.8%	49.8%	8.0%	17.0%
8	BANCOINDIA Banco Products	₹589.00	8,425	17.0	4,110	494	17.3%	12.0%	29.3%	31.0%	0.36	21.3%	22.6%	22.0%	11.7%
9	SSWL Steel Strips	₹411.20	6,467	21.8	6,236	296	10.9%	4.7%	14.9%	15.0%	0.46	17.0%	-1.2%	60.7%	224.9%
10	SUPRAJIT Suprajit Engineering	₹456.00	6,255	22.9	1,919	273	15.9%	14.2%	13.0%	16.0%	0.69	-11.4%	14.8%	20.4%	-3.6%
11	WHEELS Wheels India	₹2,165.20	5,816	27.6	6,137	195	7.6%	3.2%	12.9%	19.0%	0.51	15.2%	40.3%	35.4%	89.3%
12	LGBBROSLTD LG Balakrishnan	₹1,729.00	5,515	17.3	3,379	319	14.9%	9.5%	14.1%	20.0%	0.13	19.3%	5.6%	20.5%	0.3%
13	LUMAXIND Lumax Industries	₹5,801.00	5,423	26.6	4,818	204	9.4%	4.2%	21.0%	18.0%	1.10	23.5%	23.7%	33.0%	44.4%
14	SHARDAMOTR Sharda Motor	₹899.85	5,166	15.6	3,652	332	11.6%	9.1%	25.3%	36.0%	0.04	19.8%	9.7%	33.7%	-13.4%
15	JAMNAAUTO Jamna Auto	₹128.52	5,141	22.0	2,650	233	15.3%	8.8%	20.3%	27.0%	0.01	15.1%	28.3%	6.7%	6.1%
16	FIEMIND Fiem Industries	₹1,927.90	5,074	19.3	2,932	263	14.0%	9.0%	21.6%	29.0%	0.05	16.2%	24.8%	17.7%	12.8%
17	SUBROS Subros	₹673.55	4,394	26.4	3,910	166	8.3%	4.2%	13.3%	20.0%	0.02	11.5%	9.9%	17.5%	1.7%
18	HARSHA Harsha Engineers	₹468.70	4,267	27.6	1,719	155	14.6%	9.0%	11.0%	14.0%	0.27	15.6%	74.0%	25.2%	-1.5%
19	RML Rane (Madras)	₹1,361.10	3,762	31.6	4,024	119	8.8%	3.0%	15.9%	14.0%	1.00	56.1%	1090.7%	18.3%	62.4%
20	SANDHAR Sandhar Technologies	₹534.40	3,224	15.5	5,144	208	9.0%	4.0%	—	—	—	24.9%	20.6%	26.8%	—
21	JTEKTINDIA Jtekt India	₹111.82	3,102	43.0	2,817	71	7.4%	2.5%	6.0%	10.0%	0.29	11.1%	1.3%	26.9%	-43.4%
22	DIVGIITTS Divgi Torqtransfer	₹967.95	2,960	37.5	479	79	24.1%	16.4%	12.4%	10.0%	0.00	61.6%	95.8%	72.4%	140.8%
23	CARRARO Carraro India	₹508.85	2,893	21.8	2,308	133	9.3%	5.8%	23.6%	29.0%	0.27	24.8%	48.1%	10.5%	7.8%
24	INDNIPPON India Nippon	₹1,235.20	2,794	24.3	1,148	115	11.1%	10.0%	14.0%	17.0%	0.00	26.4%	35.3%	35.5%	16.5%
25	TALBROAUTO Talbros Automotive	₹405.75	2,505	22.4	903	112	16.0%	12.4%	15.1%	19.0%	0.11	7.4%	8.8%	15.3%	35.2%

❓ Frequently asked questions

What was Amara Raja Energy & Mobility Limited's revenue in Q2 FY27?

What was Amara Raja Energy & Mobility Limited's net profit in Q2 FY27?