Q1-FY26 · Delhi Babapu
For the first time in a quarterly basis, we have crossed almost 100 megawatt of sale of lithium packs to the telecom sector.
AREM / language trends
Read confidence between the lines.
Amara Raja Energy & Mobility · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
tracked
Q1-FY26 · Delhi Babapu
Q1 and Q4 of last year are the worst that we have seen and it can only improve from here slowly but surely.
Q1-FY26 · Delhi Babapu
We believe the $50 mark could be the bottommost and from there it can only move up.
Q2-FY26 · V. Diwakar Babu
We have taken a one-time provision of about 35 crores in this quarter but going forward the impact on a monthly basis will not be more than a crore of rupees depending on the sales volume.
Q2-FY26 · V. Diwakar Babu
We expect the lead acid battery revenue to grow anywhere between 8 to 10% in the next year as well but I don't have a specific guidance number for you.
Q2-FY26 · V. Diwakar Babu
We still believe that the overall demand potential for NMC will remain good enough for us to sell this capacity of 2 GWh.
Q4-FY26 · Vikram Aditya Gori Ni
We are not going to be cost competitive with a product that's imported from China. I think the best of our ability whatever we're able to bridge. I think it's like a China plus $15 to $20 is the minimum that we can bridge immediately.
Q4-FY26 · Vikram Aditya Gori Ni
We believe at Amaraja that this is the time where hybrids have to be accelerated in India and we have the right solutions for all levels of hybridization in vehicles.
Q4-FY26 · Harsha Vadana Gori Neni
We will continue to unlock capacity and value from our existing investments and we will be able to take advantage of all market conditions and technology adoptions because we will be the number one low voltage solution supplier in India.