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08 Sep 2025 |
Amara Raja Energy
|
Consensus Share Price Target
|
1018.30 |
1163.20 |
- |
14.23 |
hold
|
|
|
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21 Aug 2025
|
Amara Raja Energy
|
ICICI Direct
|
1018.30
|
1150.00
|
990.30
(2.83%)
|
12.93 |
Buy
|
|
|
Focused execution across legacy & new segments About the stock: Amara Raja Energy & Mobility (AREM) is a part of the duopolistic organised Indian lead acid battery market with a strong presence across Automotive (OEM & aftermarket) and Industrial battery space (UPS, Telecom, etc.). Approaching E-Mobility through a mix of EV chargers, Li-On battery pack assembly, captive Li-On cell manufacturing and stake in Log-9 materials Q1FY26 Result: On standalone basis, net sales for the quarter came in at 3,350 crore, up 7% YoY. EBITDA in Q1FY26 came in at 387 crore with EBITDA margins...
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18 Aug 2025
|
Amara Raja Energy
|
Motilal Oswal
|
1018.30
|
1030.00
|
957.50
(6.35%)
|
Target met |
Neutral
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|
|
Amara Raja’s (ARENM) 1QFY26 PAT at INR1.9b was below our estimate of INR2.1b due to lower-than-expected other income. Margins remained under pressure at 11.5% due to higher non-lead alloy costs and higher power costs.
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18 Jun 2025
|
Amara Raja Energy
|
Geojit BNP Paribas
|
1018.30
|
1224.00
|
990.50
(2.81%)
|
20.20 |
Buy
|
|
|
The company has shown steady growth in its core segments and is actively expanding its capacity and capabilities across areas like recycling, tubular batteries, and New Energy. However, it is currently navigating short-term margin pressures due to rising material and power costs. Timely commissioning of new energy projects and aggressive Chinese cell pricing to be considered as watchlist risks. We believe investment in key projects and...
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18 Mar 2025
|
Amara Raja Energy
|
Geojit BNP Paribas
|
1018.30
|
1160.00
|
1006.15
(1.21%)
|
13.92 |
Buy
|
|
|
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24 Dec 2024
|
Amara Raja Energy
|
Hem Securities
|
1018.30
|
1395.00
|
1206.50
(-15.60%)
|
36.99 |
Buy
|
|
|
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|
07 Nov 2024
|
Amara Raja Energy
|
Anand Rathi
|
1018.30
|
1490.00
|
1311.25
(-22.34%)
|
46.32 |
Hold
|
|
|
Belieing our Rs5bn estimate, Amara Raja’s Q2 standalone EBITDA grew 14% y/y to Rs4.4bn due to the lower-than-expected gross margin.
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06 Nov 2024
|
Amara Raja Energy
|
Sharekhan
|
1018.30
|
1638.00
|
1331.70
(-23.53%)
|
60.86 |
Buy
|
|
|
Amara Raja missed bottom-line estimates on weak performance in the telecom and 4W OEM fronts, though EBITDA margin matched estimates.
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13 Sep 2024
|
Amara Raja Energy
|
Geojit BNP Paribas
|
1018.30
|
1682.00
|
1410.55
(-27.81%)
|
65.18 |
Buy
|
|
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05 Aug 2024
|
Amara Raja Energy
|
Motilal Oswal
|
1018.30
|
1390.00
|
1507.55
(-32.45%)
|
Target met |
Neutral
|
|
|
Amara Raja’s (ARENM) 1QFY25 financials were weak, with EBITDA margin contracting ~90bp QoQ to 13.7% (est. 14.8%).
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03 Jul 2024
|
Amara Raja Energy
|
ICICI Direct
|
1018.30
|
2000.00
|
1703.65
(-40.23%)
|
|
Buy
|
|
|
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25 Jun 2024
|
Amara Raja Energy
|
Sharekhan
|
1018.30
|
1967.00
|
1646.20
(-38.14%)
|
|
Buy
|
|
|
A technical licence agreement with GIB EnergyX will provide Amara an access to LFP technology.
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30 May 2024
|
Amara Raja Energy
|
Sharekhan
|
1018.30
|
1377.00
|
1190.05
(-14.43%)
|
Target met |
Buy
|
|
|
Adjusted EBITDA margin came in line with estimates, while revenue and EBITDA missed the estimates by 6.7% and 6.2%, respectively.
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16 Apr 2024
|
Amara Raja Energy
|
ICICI Direct
|
1018.30
|
1200.00
|
967.95
(5.20%)
|
Target met |
Buy
|
|
|
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08 Feb 2024
|
Amara Raja Energy
|
Geojit BNP Paribas
|
1018.30
|
990.00
|
878.30
(15.94%)
|
Target met |
Accumulate
|
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01 Dec 2023
|
Amara Raja Energy
|
ICICI Direct
|
1018.30
|
900.00
|
769.20
(32.38%)
|
Target met |
Buy
|
|
|
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02 Nov 2023
|
Amara Raja Energy
|
Motilal Oswal
|
1018.30
|
660.00
|
618.00
(64.77%)
|
Target met |
Neutral
|
|
|
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14 Aug 2023
|
Amara Raja Energy
|
Motilal Oswal
|
1018.30
|
665.00
|
613.50
(65.98%)
|
Target met |
Neutral
|
|
|
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21 Jun 2023
|
Amara Raja Energy
|
Geojit BNP Paribas
|
1018.30
|
762.00
|
641.50
(58.74%)
|
Target met |
Buy
|
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30 Jan 2023
|
Amara Raja Energy
|
ICICI Direct
|
1018.30
|
615.00
|
569.95
(78.66%)
|
Target met |
Hold
|
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09 Nov 2022
|
Amara Raja Energy
|
Geojit BNP Paribas
|
1018.30
|
670.00
|
625.05
(62.91%)
|
Target met |
Accumulate
|
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|