Amara Raja Energy & Mobility Limited: Powering Ahead

Stock Opportunities Not-so-Hidden Gems
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On the CMP of 1612, the company’s market cap is Rs 29500 Cr.

Now understand the maths of Market cap to total revenue:
FY24: Total Revenue Rs 11819 Cr and Mcap to sales ratio: 29500 / 11819 = 2.49X
FY25: Estimated Revenue of 13000 Cr and Mcap to sales ratio: 2.27X
FY25-30: Capex plan of Rs 9500 Cr and assets turnover 2X means 9500 X 2 =18000Cr
FY30: Estimated revenue 13000 + 18000 = 31000 Cr and assume 2.50X of market cap Rs 77500 Cr

Amara Raja Q1 FY25.pdf (838.6 KB)

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Amara Raja
International operations is something to look at too

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Amara Raja Energy & Mobility (ARE&M) has formed a strategic partnership with Piaggio India to accelerate its foray into the electric vehicle (EV) battery market.

The companies will collaborate on developing and manufacturing lithium-ion batteries at Amara Raja’s Gigafactory in Telangana.

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This is new:

Amara Raja to scout for external funding for its EV battery business, may explore an IPO (moneycontrol.com)

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Article expanding on strategic partnership with Log 9 materials

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Amara Raja didn’t win Advanced Chemistry Cell (ACC) Battery Storage Manufacturing PLI biddings both the times. Reliance won both the times (25% of its bid the 1st time, 100% of its bid the 2nd time)

24 March 2022 - Press Release:Press Information Bureau

4 September 2024 - Press Release:Press Information Bureau

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# Chandrababu Naidu set to send Galla Jayadev to Rajya Sabha

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Amara Raja’s Strategic Partnerships in EV Battery Technology with Gotion-Inobat (GIB) and Beyond

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