Analysts said that companies involved in sectors like EV, EMS, auto ancillary, BESS, renewable energy, and specialty chemicals are expected to benefit most from the easing FDI rules
Anand Rathi expects Amara Raja Energy to gain market share in the lead-acid battery segment, supported by a favourable outlook for automotive and industrial demand.
Amara Raja Energy net profit fell 53 per cent year-on-year to ₹140 crore in Q3FY26 from ₹298.4 crore in the year-ago period
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For FY26, Amara Raja has planned ₹1,200 crore in capex, split into ₹800 crore for lithium and ₹400 crore for LAB.