Amara Raja Energy & Mobility Ltd (ARE&M) Q3FY25 Concall Summary - Dec-2024 Qtr
Performance Overview
- Amara Raja Energy & Mobility Ltd. reported consolidated revenue of Rs. 3,272 crores in Q3 FY25, a 7.5% YoY growth.
- Lead-acid battery business contributed 96% of revenue, showing 9% YoY growth driven by strong volume growth in automotive and industrial segments (excluding telecom).
- Telecom segment revenue declined 25% YoY due to a shift towards lithium-ion battery chemistry.
- New energy business revenue decreased by 20% YoY due to changes in OEM uptake.
- The company commenced the first phase of commercial operations for its lead-acid battery recycling plant.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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