A

Amara Raja Energy & Mobility Limited

ARE&MNSE
Market snapshot · 2026-08-11 14:41 UTC

970.25

+₹72.55 (+8.08%)

MARKET CAP

₹17.76K Cr

STOCK P/E

19.3x

52W HIGH

₹1,057.85

52W LOW

₹670.00

BOOK VALUE

₹442.51

EPS

₹50.36

ROE

SECTOR

Industrials

DEBT/EQUITY

5.02

VOLUME

84.16L

P/B RATIO

2.19x

PEG RATIO

1.31

Sector

Industrials

Themes

BatteriesEvAuto AncillaryLithium
D
Dividend
E
Earnings
₹1,017.59₹937.57₹857.56₹777.54₹697.52VolumeEDEEDEAug '25Sep '25Nov '25Jan '26Mar '26Apr '26Jun '26Aug '26

AI Summary

✦ Clartha

Forecast

Analyst targets, estimate history, and probabilistic forward ranges for ARE&M.

13.00 analysts

Price Forecast

Current
₹970.25
High Target
₹1,150
▲ +18.5%
Median Target
₹975.00
▲ +0.5%
Low Target
₹800.00
▼ -17.5%
Now₹970.25High ₹1,150Median ₹975.00Low ₹800.00Aug '25Now12M Target
Price history (1Y)
Analyst target range
13 analysts

Probabilistic Range

Probabilistic lognormal cone using 1Y realized volatility and analyst-target drift when available.

Time horizonRange ()Probability
3M₹788.10 - ₹1,17480%
6M₹719.48 - ₹1,26580%
12M₹629.38 - ₹1,39880%
Realized vol: +31.1% · Drift: +1.5%

Revenue Forecast

₹ Cr
Jun '26Current₹4,041.0
Sep 2026 ETrend estimate range
High₹4,182.0Base₹3,872.2Low₹3,562.5
Sep '25: ₹3,388.0 · Dec '25: ₹3,351.0 · Mar '26: ₹3,460.0 · Jun '26: ₹4,041.0 · Sep '26: ₹3,872.2 · Dec '26: ₹3,830.0
Sep '25Dec '25Mar '26Jun '26Sep '26 EDec '26 E3,388.03,351.03,460.04,041.03,872.23,830.0
PastCurrentTrend estimate: Low / Base / High

EPS Forecast

₹ / share
Jun '26Current₹11.08
Sep 2026 ETrend estimate range
High₹21.37Base₹19.08Low₹16.79
Sep '25: ₹16.52 · Dec '25: ₹8.29 · Mar '26: ₹17.61 · Jun '26: ₹11.08 · Sep '26: ₹19.08 · Dec '26: ₹9.57
Sep '25Dec '25Mar '26Jun '26Sep '26 EDec '26 E16.528.2917.6111.0819.089.57
PastCurrentTrend estimate: Low / Base / High
Market Intelligence

Multi-factor synthesis of 5 key dimensions

Overall Outlook
Mixed
52%
Analyst Consensus
Weakening

From 13 analysts

Mean upside+1.4%

Fundamentals

Moderate

Fundamentals institutional score is 65 using growth durability 64.9.

Valuation

Fairly valued

Valuation institutional score is 58 using relative multiple z-scores where peer dispersion is available.

Analyst Consensus

Weakening

Analyst View institutional score is 38 using mean target upside 1.4%; dispersion penalty 14.2; recommendation breadth from available consensus.

Technical Structure

Weak Structure

Technicals institutional score is 18 using EMA-20 continuation within 5% tolerance; VCP range/volume contraction proxy.

Market Sentiment

Positive catalysts emerging

Recent news flow is skewing constructive on impact and recency. Based on 5 recent ticker-linked news items.

Signal Summary

Market intelligence remains Mixed. fundamentals and market sentiment provide support, while analyst consensus and technical structure remain considerations.

Composite weights: Fundamentals 25%, Valuation 20%, Analyst Consensus 20%, Technical Structure 20%, Market Sentiment 15%.

Fundamentals ModerateValuation Fairly valuedAnalyst Consensus WeakeningTechnical Structure Weak StructureMarket Sentiment Positive catalysts emerging

Key Data Points

Mean Target Price983.7 target
Mean Upside+1.4%
Technical Score18%
Fundamental Score65%
Data CoverageHigh

Important Note: This is market intelligence, not investment advice. Always conduct your own research and consider your financial goals and risk tolerance.

Valuation Metrics

Trading 2.5% above historical median. Valuation is declining — currently in the undervalued zone (z-score: -0.02). Confidence: 75%.

Live forward EPS implies next-12-month EPS of ₹57.96. Applying the stock's normalized valuation corridor produces a fair range of ₹947.07 to ₹1,207.89, with base value near ₹1,089.07 (+12.2% vs current price).

Forward Valuation Outlook

Live forward estimate anchored to the company's historical valuation corridor.

Inside normalized range

Forward EPS

₹57.96

Forward P/E

16.7x

Base Fair Value

₹1,089.07

Fair Range

₹947.07 - ₹1,207.89

Upside To Base

+12.2%

Estimate Source

Live forward EPS

Growth Estimate

+15.9%

P/E
Undervalued

5Y Average

16.24

Current

19.27

Overvalued

20.84

Undervalued

16.34

EV/EBITDA
Overvalued

5Y Average

9.33

Current

11.06

Overvalued

11.09

Undervalued

6.68

P/B
Undervalued

5Y Average

2.20

Current

2.19

Overvalued

2.53

Undervalued

1.87

Peers & Comparison

Sector: Industrials · Theme: Batteries

Batteries Peers7 peers
Avg P/E: 58.5x
CompanyRev. GrowthMarginP/Evs Avg52W Perf.
HBL ENGINEERING LTD
HBLENGINEBatteries
+6.0%23.4%
24.7x
Undervalued
-58% vs avg
+0.4%
EXIDE INDUSTRIES LTD
EXIDEINDBatteries
+17.7%4.9%
44.5x
Undervalued
-24% vs avg
+29.0%
+36.4%5.1%
43.6x
Undervalued
-25% vs avg
+8.4%
HEG LTD
HEGElectrical Components & Equipments
+10.4%13.6%
36.3x
Undervalued
-38% vs avg
+32.9%
GRAPHITE INDIA LTD
GRAPHITEElectrical Components & Equipments
+26.6%7.0%
66.9x
Fair
+14% vs avg
+34.6%
+19.8%2.4%
129.1x
Premium
+121% vs avg
+26.0%
OLECTRA GREENTECH LIMITED
OLECTRAElectrical Components & Equipments
+43.3%2.0%
64.4x
Fair
+10% vs avg
-4.5%
WHY THESE PEERS

AMARA RAJA ENERGY MOB LTD trades at a discount (19.3x vs peer avg 58.5x), suggesting potential undervaluation relative to the Batteries cohort. Peers include HBL ENGINEERING LTD, EXIDE INDUSTRIES LTD, MOTHERSON SUMI WRNG IND L — selected based on business model, industry classification, market cap similarity, and business theme alignment.

Financials

Real statement data for revenue, earnings quality, conversion, and balance-sheet coverage. Monetary values are shown in Rs crore.

Latest revenue

₹4.04K CrJun 2026

Latest net profit

₹203 CrJun 2026

Latest EPS

₹11.08Jun 2026

Net margin

10.0%Jun 2026

Performance

Bars show revenue and net profit. The line shows net margin.

Rs crore + margin %
Q1 '26Q2 '26Q3 '26Q4 '26Q1 '270.0%3.0%6.0%9.0%12.0%0.00 Cr1.50K Cr3.00K Cr4.50K Cr6.00K Cr
  • Revenue
  • Net income
  • Net margin %

Earnings

Revenue is shown in crores. EPS is rupees per share.

Rs crore + Rs/share
Q1 '26Q2 '26Q3 '26Q4 '26Q1 '270.00 Cr1.50K Cr3.00K Cr4.50K Cr6.00K Cr₹0₹5₹10₹15₹20
  • Revenue
  • EPS

Revenue to profit conversion

Bridge from operating numbers to profit for the latest reported period.

Rs crore
RevenueExpensesDepreciationOtheradjustmentsOperatingprofitOther incomeInterestOtheradjustmentsProfitbefore taxTax & otherNet Profit0.00 Cr1.50K Cr3.00K Cr4.50K Cr6.00K Cr

Latest reported period: Jun 2026

Debt level and coverage

Debt, cash and free cash flow compared on the same crore scale.

Rs crore
Annual view
Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026-4.00K Cr0.00 Cr4.00K Cr8.00K Cr12.00K Cr
  • Debt
  • Free cash flow
  • Cash & equivalents

Results

MetricJun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales +2,7712,8112,8822,7973,1313,1363,1642,9743,3503,3883,3513,4604,041
Expenses +2,4022,4012,4472,3892,7012,6952,7482,6322,9632,9822,9763,0833,634
Operating Profit369410435408430441416342387406374377407
OPM %13%15%15%15%14%14%13%12%12%12%11%11%10%
Other Income +2228242826181402014146-1720916
Interest8881091311910891311
Depreciation117121120121118122123128129138141140140
Profit before tax266309331305329324422224261406207433272
Tax %25%27%24%25%26%26%26%26%26%25%27%26%26%
Net Profit +199226253228245241312167194302152322203
EPS in Rs11.6313.2514.8012.4613.3613.1517.049.1110.6016.528.2917.6111.08
Raw PDF
YOY Sales Growth %5.75%4.14%9.27%14.95%13.01%11.55%9.80%6.33%6.99%8.05%5.90%16.34%20.64%
Material Cost %70%67%66%65%69%68%67%68%71%67%68%70%71%
Employee Cost %6%6%6%6%6%6%6%6%6%7%6%6%6%
Exceptional items0.000.000.000.000.000.00111.070.000.00121.79-43.80181.150.00
Other income normal21.7727.6823.7528.3425.5518.4729.2520.0213.9424.0826.3427.5615.91
Exceptional items AT000000770091-311350
Profit excl Excep199226253228245241235167194212183187203
Profit for PE199226253228245241235167194212183187203
Profit for EPS199226253228245241312167194302152322203
YOY Profit Growth %51%12%13%31%23%6%-7%-27%-21%-12%-22%12%5%

All values in ₹ Crores unless otherwise stated. Source: Screener Master (Standalone).

Shareholding Pattern

HolderJun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Promoters +32.86%32.86%32.86%32.86%32.86%
FIIs +19.39%17.97%17.37%17.31%17.34%
DIIs +14.00%16.24%17.12%16.95%15.31%
Public +33.76%32.93%32.63%32.88%34.50%
Others0.02%
Jun 2026
Promoters +
FIIs +
DIIs +
Public +

Events Timeline

Annual Report FY26

FY2026PDFCompany Reports Open

Shareholder Meeting / Postal Ballot-Scrutinizer''s Report

Aug 10, 2026PDFCompany Reports Open

Shareholder Meeting / Postal Ballot-Outcome of AGM

Aug 10, 2026PDFCompany Reports Open

Announcement under Regulation 30 (LODR)-Investor Presentation

Aug 10, 2026PDFCompany Reports Open

Financial Results For Q1 FY27

Aug 10, 2026PDFCompany Reports Open