ARE&MAutomobile and Auto Components

Amara Raja Energy & Mobility Limited

Auto Components & Equipments · ISIN INE885A01032 · BSE 500008 · NSE EQ · FV ₹1
Last price
₹729
+4.67%today
What this company does

Amara Raja Energy & Mobility Limited operates in Auto Components & Equipments, part of the Automobile and Auto Components sector. It booked ₹4,109 cr of revenue in its latest quarter (Q2 FY27) and kept 3.7% of sales as profit.

54out of 100
Equitytale Health Score
Mixed

Healthier than 54% of companies in Automobile and Auto Components, on all six measures of filed financials. Each measure is ranked against the 14–52 companies that reported it.

Measures financial condition, not whether to buy. Learn what this score means · How this is calculated

Price momentum
neutral
RSI (14)
36

At close. Not part of the score.

Profitability & returns13

How much profit it earns on the money it employs

Balance sheet68

How much it owes, and whether earnings cover the interest

Cash quality47

Whether reported profit actually arrives as cash

Growth & consistency41

Whether sales and profit have grown, and how steadily

Valuation100

What today's price implies, against our models or its peers · highest in its sector on what we could measure

Governance & risk86

How much of the promoters' stake is pledged, and how much they hold

Is this company doing well?
not investment advice
Strengths
✓ Makes a profit
✓ Sales up 19% vs last year
✓ No promoter shares pledged
✓ Virtually debt-free
✓ Turns profit into real cash
Watch-outs
! Thin 3.7% net margin
! Profit down 45% vs last year
! Low 7.3% return on equity

What if I invest in ARE&M?

Set a growth rate and see what a monthly SIP would add up to. Your assumption, our arithmetic.

You would put in
₹12.00 lakh
120 instalments
At 10% a year, it would become
₹20.15 lakh

The starting rate is a round number, not a view on this company — this is your assumption, and the figure above is arithmetic on it. Returns are not steady year to year, and a real holding would not grow in a straight line. We do not publish price targets or predict returns.

Key ratios · latest quarter + price
₹729▲ +4.67%
latest close · 2026-11-04
1-year return
-5.0%
52-wk low ₹43852-wk high ₹1,017
Is it cheap or expensive?
What you pay for the profits, book value and cash flow. Higher isn't automatically worse — it can signal faster growth.
P/E ratio21.9Average
LowAverageHigh
P/B ratio1.60Moderate
Below bookModerateHigh
EV / EBITDA8.9Average
LowAverageHigh
How good is the business?
How much profit it earns from its money and its sales.
Return on equity7.3%Weak
WeakFairStrong ▸15%
Return on capital9.9%Fair
WeakFairStrong
Net margin3.7%Thin
ThinDecentStrong
EBITDA margin9.4%Thin
ThinDecentHealthy
Is it financially safe?
How much it owes, and whether it can comfortably cover it.
Debt to equity0.07Comfortable
LowModerateHigh ▸1
Interest cover15.2×Strong
RiskyOkayStrong ▸5×
Current ratio1.52Healthy
Tight ◂1HealthyAmple
More figures
Market cap
₹13,343 cr
Book value
₹456
EPS
₹8.33
latest quarter
Net debt
₹390 cr
owes more than its cash
Enterprise value
₹13,733 cr
EBITDA
₹1,537 cr
annualised
EBIT
₹893 cr
annualised
Operating margin
5.4%
Return on assets
5.0%
Earnings yield
4.57%
P/S
0.81
Sales / share
₹898.1
Tax rate
26.9%
Face value
₹1
Shares
18.3 cr
Working capital
₹1,714 cr
Current assets
₹5,004 cr
Current liabilities
₹3,289 cr
Delivery %
45.8%
Strong / safeFairWeak / riskyValuation — a level, not good/badBands are general rules of thumb, not advice.

P/E, ROE, ROCE and margins are annualised from the latest quarter; per-share and balance-sheet ratios use the most recent balance sheet on file · prices as of 2026-11-04.

Worth vs price · from the exchange filings
not investment advice
Priced about rightMedium confidence
Median of 2 models ₹776 vs market price ₹729 — price is 6% below it
Safety cushion+6.1%(target ≥ +20%)
Models span ₹486–₹1,066, midpoint ₹776
Model ₹776
Price ₹729
Cheap sideExpensive side

An educational model from the company's own filings, every assumption shown — not investment advice or a price target. Prices can stay above or below any model for years.

P&L · Q2 FY27 (consolidated)
Revenue from Operations₹4,109 cr
Other Income₹23 cr
Total Income₹4,131 cr
Cost of Materials₹2,715 cr
Purchases of Stock-in-Trade₹344 cr
Inventory Change (±)₹-174 cr
Employee Benefit Expense₹268 cr
Finance Costs₹15 cr
Depreciation & Amortisation₹161 cr
Other Expenses₹595 cr
Total Expenses₹3,923 cr
Profit before Tax₹209 cr
Tax Expense₹56 cr
Net Profit₹152 cr
Net margin on total income3.7%
Where the money goes · Q2 FY27
% of total income
Materials + stock-in-trade₹2,885 cr69.8%
Employee benefit expense₹268 cr6.5%
Finance costs₹15 cr0.4%
Depreciation & amortisation₹161 cr3.9%
Other expenses₹595 cr14.4%
Tax expense₹56 cr1.4%
Profit for the period₹152 cr3.7%
Total income ₹4,131 cradds up to ₹100 ✓
Quarterly results · consolidated (₹ cr)
MetricQ4 FY26Q1 FY27Q2 FY27
Revenue3,536 cr4,215 cr4,109 cr
Total income3,563 cr4,234 cr4,131 cr
Expenses3,323 cr3,979 cr3,923 cr
Profit before tax421 cr255 cr209 cr
Tax107 cr64 cr56 cr
Net profit (owners' share)314 cr191 cr152 cr
Net margin (owners' share, on revenue)8.9%4.5%3.7%
EPS (₹)17.1710.438.33
YoY (latest quarter): total income +18.2% · net profit -44.9%
Balance sheet & cash flow · as of Sep 2026
Low debt
Total assets
₹12,301 cr
Shareholder equity
₹8,345 cr
parent shareholders
Total debt
₹547 cr
Cash
₹157 cr
Cash flow · H1 FY27
Operating
₹646 cr
Investing
₹-855 cr
Financing
₹141 cr
Peer comparison
Auto Components & Equipments · by market value
CompanyPriceMarket capP/E
Samvardhana Motherson International Limited₹160₹1.69 L cr40.8
Bosch Limited₹49,645₹1.46 L cr51.8
Bharat Forge Limited₹1,777₹84,979 cr—
UNO Minda Limited₹1,125₹64,934 cr54.9
Sona BLW Precision Forgings Limited₹900₹56,172 cr62.8
Schaeffler India Limited₹3,525₹55,091 cr39.5
Tube Investments of India Limited₹2,190₹42,398 cr62.9
Endurance Technologies Limited₹2,410₹33,898 cr34.7
Exide Industries Limited₹346₹29,431 cr21.0
Same industry · latest reported numbers · not a recommendation.
Corporate actions
Dividend yield
1.45%
trailing 12 months
Dividend / share (TTM)
₹10.6
Last dividend
₹5.2
ex 27 Jul 2026
ActionDetailEx-date
Dividend₹5.2 / share27 Jul 2026
Dividend₹5.4 / share13 Nov 2025
Dividend₹5.2 / share1 Aug 2025
Dividend₹5.3 / share14 Nov 2024
Dividend₹5.1 / share18 Jul 2024
Dividend₹4.8 / share10 Nov 2023
Who owns it · 2026-09-30
No pledge
Promoter
32.9%
FII / Foreign
17.2%
DII / Domestic
14.9%
Retail / others
35.0%
Promoter stake up 4.8% over the last 12 quarters.
Smart-money activity
Insider trades
BoughtRNGalla Family Private Limited · Promoters1.22 cr · ₹55115 Feb 24
BoughtRNGalla Family Private Limited · Promoters1.22 cr · ₹55115 Feb 24
BoughtRNGalla Family Private Limitedl · Promoters28.40 L · ₹162.7 cr15 May 20
Bulk / block deals
short— · NSE3973 Aug 26
short— · NSE409 Jul 26
short— · NSE99928 Apr 26
Stake changes
BoughtRNG Jayadev Trust, RNG Ramadevi Trust, Jayadev Trust and Ramadevi Trust · promoter→ 99.53%7 Mar 25
BoughtDr. Ramachandra Naidu Galla · promoter→ 32.86%28 Feb 25
BoughtRNGalla Family Private Ltd · promoter→ 32.86% · 1.22 cr15 Feb 24
Promoter pledges
ReleasedICICI Bank Limited3.42 cr · 20.00% held9 Jun 21
ReleasedICICI Bank Ltd3.42 cr · 20.00% held9 Jun 21
Releasedkotak mahindra investment ltd28.40 L · 1.66% held19 May 20
What shareholders were asked to approve
3 proposals passed only on promoter votes

A company cannot decide everything on its own. Things like a top executive’s pay, issuing new shares, or re-appointing a director have to be put to the people who own the company, and they vote — one vote per share. So whoever owns the most shares has the most say.

Yearly shareholder meeting · 10 Aug 2026
See the official result
1
Adoption of the audited Financial Statements (standalone and consolidated) of the Company for the Financial Year ended March 31, 2026, the report of the Joint Statutory Auditors’ thereon and the report of the Board of Directors.
Backed by 99% of shareholders other than promotersneeded 50%
6.12 cr votes for, 3.16 L against · 1% of mutual funds and other big investors said no
2
Confirmation of payment of the interim dividend and declaration of the final dividend of Rs. 5.20/- per share on the Company's equity shares for the Financial Year ending March 31, 2026.
Backed by 100% of shareholders other than promotersneeded 50%
6.16 cr votes for, 4,598 against · 0% of mutual funds and other big investors said no
3
Re-appointment of Mr. Harshavardhana Gourineni (DIN: 07311410), who retires by rotation as a director and being eligible, offers himself for re-appointment.
Backed by 98% of shareholders other than promotersneeded 50%
6.06 cr votes for, 9.93 L against · 2% of mutual funds and other big investors said no
4
Re-appointment of Mr. Harshavardhana Gourineni (DIN: 07311410), as an Executive Director of the Company w.e.f June 12, 2026, and fix his remuneration.
Backed by 67% of shareholders other than promotersneeded 50%
4.10 cr votes for, 2.03 cr against · 37% of mutual funds and other big investors said no
5
Approval of payment of remuneration to Mr. Harshavardhana Gourineni (DIN: 07311410), Executive Director of the Company pursuant to Listing Regulations.
⚑ Passed only because promoters voted yes
Backed by 67% of shareholders other than promotersneeded 75%
4.11 cr votes for, 2.03 cr against · 37% of mutual funds and other big investors said no
7
Approval of payment of remuneration to Mr. Vikramadithya Gourineni (DIN: 03167659), Executive Director of the Company pursuant to Listing Regulations
⚑ Passed only because promoters voted yes
Backed by 67% of shareholders other than promotersneeded 75%
4.11 cr votes for, 2.03 cr against · 37% of mutual funds and other big investors said no

Every vote count above is taken from the result the company filed with the stock exchange, certified by an independent counter. To work out what would have happened without the promoters, we simply remove their votes and re-apply the same legal bar the proposal had to clear. Nothing here is an estimate or an opinion.

Who controls this company, and what it pays them

Most Indian companies are controlled by a family or group — the promoters. The exchange requires them to be listed by name, including members who own no shares at all, and requires the company to disclose any business it does with them.

The promoter group — 16 named members
owning 32.9% between them · as of 2026-09-30
Amara Raja Enterprises Private Limited (formerly RNGalla Family Private Limited)32.86%
Amara Kumari Gallano shares
Ashok Gallano shares
G V Ramakrishna Vara Prasadno shares
Harshavardhana Gourinenino shares
Jayadev Gallano shares
Jayadev Trust (Ramachandra N Galla & Amara Kumari Galla are Trustees)no shares
MANGAL INDUSTRIES LIMITEDno shares
Business done with them
FY2026 · 8 of the group
The company paid ₹468 cr to companies in the promoter group last year — about 3.4% of its ₹13,814 cr revenue and received ₹13 cr back from them.
MANGAL INDUSTRIES LIMITED
Bought goods from them · Related Party Transaction
₹400 cr
company paid
MANGAL INDUSTRIES LIMITED
Bought property or assets from them · Related Party Transaction
₹56 cr
company paid
MANGAL INDUSTRIES LIMITED
Other income from them · Related Party Transaction
₹13 cr
company received
Jayadev Galla
Other payments to them · Related Party Transaction
₹6 cr
company paid
Dr. Ramadevi Gourineni
Other payments to them · Related Party Transaction
₹5 cr
company paid
Dr. Ramachandra N. Galla
Other payments to them · Related Party Transaction
₹68 L
company paid
MANGAL INDUSTRIES LIMITED
Sold goods to them · Related Party Transaction
₹21 L
company received
MANGAL INDUSTRIES LIMITED
Other payments to them · Related Party Transaction
₹17 L
company paid
Harshavardhana Gourineni
Other payments to them · Related Party Transaction
₹4 L
company paid
Vikramadithya Gourineni
Other payments to them · Related Party Transaction
₹4 L
company paid
Ashok Galla
Other payments to them · Related Party Transaction
₹3 L
company paid
Siddharth Galla
Other payments to them · Related Party Transaction
₹3 L
company paid

The company also transacted with 9 other related parties — subsidiaries, joint ventures, directors and others — that we could not match by name to the promoter list above. Some may still be connected to the family; we only count the ones the filings let us match with certainty.

Names and holdings from the company’s shareholding pattern filed with the exchange; transactions from the related-party note in its annual report. Every figure is as filed — these are legal, disclosed dealings, and what to make of them is your call.

How the stock has moved · adjusted for splits & bonuses
Data from primary exchange filings · analysis tool, not investment advice.