Amara Raja Energy MOB Ltd
NSE: ARE&M · Auto Components & Equipments · sector
Key numbers
Last 12 months to Jun 2026, Consolidated. "Sector median" = middle value of 132 companies in Auto Components & Equipments (P/E median leaves out loss-making companies). Tap ? for what a number means.
Things to know
- Cash ₹371 cr vs borrowings ₹276 cr (FY26): cash is higher (net cash).
- Operating profit covered interest 28.1x in the last 12 months.
- Other income was 12% of net profit in the last 12 months.
- Dividend paid in 2 of the last 5 financial years.
- Price ₹693.75 on 2026-10-26: -32.2% from the 52-week high, +3.5% from the 52-week low.
Plain facts from the filings, built by the same fixed rules for every company. A line appears only when the data for it is available. Not a view on the stock.
Charts
Quarterly results
| ₹ cr | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|
| Revenue | 3,060 | 3,401 | 3,467 | 3,410 | 3,536 | 4,215 |
| EBITDA | 341 | 364 | 496 | 326 | 567 | 406 |
| OPM % | 11.1% | 10.7% | 14.3% | 9.6% | 16.0% | 9.6% |
| Other income | 26 | 18 | 28 | 33 | 27 | 20 |
| Net profit | 162 | 165 | 276 | 140 | 314 | 191 |
| EPS (₹) | 8.83 | 9.00 | 15.11 | 7.66 | 17.17 | 10.43 |
| Revenue YoY | +15.5% | +23.9% | ||||
| Profit YoY | +94.5% | +15.9% |
Consolidated figures where filed. Latest quarter Jun 2026.
Profit & loss (yearly)
| ₹ cr | FY22 | FY23 | FY24 | FY25 | FY26 | TTM |
|---|---|---|---|---|---|---|
| Revenue | 8,696 | 10,386 | 11,260 | 12,846 | 13,814 | 14,627 |
| EBITDA | 1,023 | 1,308 | 1,621 | 1,728 | 1,752 | 1,795 |
| Net profit | 511 | 694 | 906 | 945 | 896 | 922 |
| EPS (₹) | 29.93 | 40.65 | 49.49 | 51.62 | 48.95 | 50.37 |
| Revenue growth | +19.4% | +8.4% | +14.1% | +7.5% | – | |
| Profit growth | +35.8% | +30.5% | +4.3% | -5.2% | – | |
| Dividend / share (₹) | – | – | – | 10.40 | 10.60 |
| Compounded growth | 3 years | 5 years | Last 12 months |
|---|---|---|---|
| Sales | +10.0% | – | – |
| Net profit | +8.9% | – | – |
| EPS | +6.4% | – | – |
| Share price | – | -26.8% (2y) | -28.6% |
Balance sheet
| ₹ cr | FY25 | FY26 |
|---|---|---|
| Shareholders' equity | 7,389 | 8,099 |
| Borrowings | 145 | 276 |
| Cash & equivalents | 504 | 371 |
| Total assets | 10,168 | 11,457 |
| Fixed assets | 3,532 | 4,192 |
| Capital work in progress | 1,298 | 1,585 |
| Investments | 352 | 352 |
| Receivables | 1,263 | 1,243 |
| Inventory | 2,195 | 2,515 |
| Payables | 1,087 | 1,184 |
Year-end figures from the March annual filing.
Cash flow
| ₹ cr | FY25 | FY26 |
|---|---|---|
| Cash from operations | 1,351 | 1,118 |
| Cash from investing | -1,132 | -924 |
| Cash from financing | -160 | -126 |
| Capex | 1,200 | 1,341 |
| Free cash flow | 151 | -223 |
Free cash flow = cash from operations − capex.
Ratios by year
| ₹ cr | FY25 | FY26 |
|---|---|---|
| ROE % | 12.8% | 11.1% |
| ROCE % | 17.5% | 14.9% |
| Debtor days | 36 | 33 |
| Inventory days | 92 | 98 |
| Payable days | 46 | 46 |
| Cash conversion cycle (days) | 82 | 85 |
| Working capital days | 55 | 47 |
Peers in Auto Components & Equipments
| Company | Market cap | P/E | P/B | ROE | ROCE | OPM | Sales 3y | Div yield |
|---|---|---|---|---|---|---|---|---|
| MOTHERSON | ₹1,62,274 cr | 37.0x | 4.0x | 11.6% | 12.9% | 9.3% | +17.0% | 0.44% |
| BOSCHLTD | ₹1,32,455 cr | 56.0x | 8.9x | 16.5% | 21.7% | 13.4% | +10.3% | 1.14% |
| BHARATFORG | ₹82,736 cr | 117.2x | 8.7x | 7.5% | 10.0% | 14.0% | +9.2% | 0.46% |
| UNOMINDA | ₹61,747 cr | 51.3x | 9.0x | 19.1% | 16.6% | 10.9% | +20.5% | 0.27% |
| SCHAEFFLER | ₹54,960 cr | 43.9x | 8.9x | 21.6% | 27.8% | 18.2% | – | – |
| SONACOMS | ₹48,637 cr | 69.8x | 8.1x | 12.0% | 15.2% | 23.6% | +18.7% | 0.41% |
| TIINDIA | ₹40,369 cr | 66.5x | 5.2x | 9.1% | 23.6% | 9.2% | +15.2% | 0.42% |
| ENDURANCE | ₹31,415 cr | 32.4x | 4.6x | 15.4% | 16.7% | 13.1% | +18.4% | 0.45% |
| EXIDEIND | ₹28,636 cr | 30.7x | 2.1x | 6.7% | 9.7% | 10.3% | +6.1% | 0.60% |
| ARE&M | ₹12,696 cr | 13.8x | 1.6x | 11.9% | 15.3% | 12.3% | +10.0% | 1.53% |
Business segments (2026-06-30)
| Segment | Revenue | Share | EBIT | Margin |
|---|---|---|---|---|
| Lead acid batteries and allied products | ₹4,005 cr | 95.0% | ₹270 cr | 6.7% |
| New energy business | ₹209 cr | 5.0% | ₹-22 cr | -10.5% |
Dividends & corporate actions
| Ex-date | Action | Detail |
|---|---|---|
| 2026-07-27 | Dividend | Final Dividend Rs 5.2 |
| 2025-11-13 | Dividend | Interim Dividend Rs 5.4 |
| 2025-08-01 | Dividend | Final Dividend Rs 5.2 |
| 2024-11-14 | Dividend | Interim Dividend Rs 5.3 |
| 2024-07-18 | Dividend | Final Dividend Rs 5.1 |
Documents
Links go to the original files on the exchange website.
About the company
| Sector | Consumer Discretionary |
| Industry | Auto Components & Equipments |
| Sub-industry | Auto Components & Equipments |
| Symbol | ARE&M |
| BSE code | 500008 |
| ISIN | INE885A01032 |
| Face value | ₹1.0 |
| Incorporated | – |
| Website | – |
| Plants (India / abroad) | – |
Data built 2026-10-22 from BSE company filings (inline XBRL: Integrated Filing - Finance) + BSE results summary for earlier years; price = NSE close 2026-10-26.