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Yahoo
6 days ago
- Business
- Yahoo
Amara Raja Energy & Mobility Ltd (BOM:500008) Q4 2025 Earnings Call Highlights: Strong ...
Consolidated Revenue: INR 3,060 crores, 5% growth over the previous year. Lead Acid Battery Revenue: Approximately INR 2,900 crores, 4% growth over the previous year. Four-Wheeler Domestic Aftermarket Volumes: 9% year-on-year growth. Two-Wheeler Volumes: 13% growth during the current quarter. Home Inventory Batteries Growth: Close to 17% growth. Lube Business Revenue: INR 40 crore for the current quarter. New Energy Business Revenue Growth: 35% growth in the current quarter. Operating Margins Impact: Negatively impacted by 1.5% to 2% due to material and power costs. Full Year Revenue Growth: 10% on a consolidated basis. CapEx Spend: Close to INR 100 crores, with significant investment in Lead Acid business and New Energy business. Lead Acid Recycling Plant: Commenced commercial operations during Q4. Warning! GuruFocus has detected 3 Warning Signs with BOM:500008. Release Date: May 30, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Amara Raja Energy & Mobility Ltd (BOM:500008) reported a consolidated revenue growth of about 5% in Q4 FY25, with the Lead Acid battery business contributing significantly. The domestic aftermarket for four-wheeler batteries showed a strong growth of 9% year-on-year, with overall volume growth at 15%. The New Energy business experienced a 35% revenue growth in the current quarter, driven by higher supply of ESS batteries to the telecom segment and continued performance of EV batteries. The company has successfully expanded its geographical presence, entering new markets such as the UK, Greece, and the Benelux region. Significant efforts in throughput enhancement have allowed the company to add capacities without incurring additional CapEx, potentially improving return ratios going forward. The company's profitability and operating margins were negatively impacted by increased material costs, particularly alloys like antimony, and higher power costs. There was a slowdown in the overall exports business, with international volumes experiencing a muted demand, leading to a 10% reduction over the previous year. The telecom segment within the Lead Acid business faced challenges, contributing to a muted overall industrial volume growth for the quarter. The New Energy business remained flat in terms of revenue for the year, with some existing customers losing market share. The company faces ongoing cost pressures from power and material costs, which may persist into the next quarters, affecting margins. Q: Could you provide details on the margin targets and the impact of recent price hikes? A: Y. Delli Babu, CFO: The target margin is 14%. We've taken a 2% price increase to mitigate cost pressures from alloys and power costs. The tubular battery plant and lead recycling plant will contribute to margins once fully operational. Current cost pressures may persist for a couple of quarters. Q: Is there a shift in the timeline for the New Energy business, particularly the cell business? A: Vikramadithya Gourineni, Executive Director - New Energy Business: The first giga factory is on track to come online as planned, primarily serving the light electric mobility business. Pricing from China is aggressive, affecting market dynamics. Q: What is the investment plan for the lithium cell project in FY26 and FY27? A: Y. Delli Babu, CFO: We've invested INR 850 crores so far, with INR 350 crores in the current year. For FY26, the New Energy business will require around INR 1,000 crores in CapEx. Q: How are discussions with OEMs progressing regarding local sourcing versus imports for EVs? A: Harshavardhana Gourineni, Executive Director - Automotive and Industrial: OEMs are keen on localized cells, but challenges exist due to the new ecosystem in India. We expect a 15-20% cost penalty initially, which should decrease over time as local supply chains develop. Q: Are there any supply issues with critical materials for LFP batteries from China? A: Y. Delli Babu, CFO: There are no supply constraints, but prices have increased due to export restrictions from China. Q: How will the new lithium-ion plant cater to both auto and industrial segments? A: Y. Delli Babu, CFO: The new plant will supply battery packs to both the automotive and storage segments, similar to our current operations. Q: What are the expected cash flow plans and payback periods for the new CapEx in the New Energy business? A: Y. Delli Babu, CFO: The New Energy business will require INR 2,000-2,500 crores in the first phase, funded by existing cash flows and some leverage. Payback periods are currently high, but will improve with scale. Q: How do you plan to address the competitive dynamics and pricing pressures in the market? A: Y. Delli Babu, CFO: We are monitoring competitive dynamics and may consider further price adjustments. Our focus is on cost-saving measures and maintaining current prices where possible. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Sign in to access your portfolio
Yahoo
26-05-2025
- Business
- Yahoo
Undiscovered European Gems With Strong Fundamentals For May 2025
Amidst recent market turbulence, European equities have faced challenges, with the pan-European STOXX Europe 600 Index snapping a five-week winning streak due to renewed tariff threats from the U.S. and unexpected contractions in eurozone business activity. In this environment, identifying stocks with strong fundamentals becomes crucial for investors seeking resilience and potential growth opportunities; these undiscovered gems often exhibit robust financial health and strategic positioning that can withstand broader market pressures. Name Debt To Equity Revenue Growth Earnings Growth Health Rating Linc NA 101.28% 29.81% ★★★★★★ Intellego Technologies 11.59% 68.05% 72.76% ★★★★★★ ABG Sundal Collier Holding 8.55% -4.14% -12.38% ★★★★★☆ Alantra Partners 3.79% -3.99% -23.83% ★★★★★☆ Practic 5.21% 4.49% 7.23% ★★★★☆☆ Evergent Investments 5.39% 8.97% 21.29% ★★★★☆☆ Inversiones Doalca SOCIMI 15.57% 6.53% 7.16% ★★★★☆☆ Castellana Properties Socimi 53.49% 6.64% 21.96% ★★★★☆☆ Grenobloise d'Electronique et d'Automatismes Société Anonyme 0.01% 5.17% -13.11% ★★★★☆☆ Eurofins-Cerep 0.46% 6.80% 6.93% ★★★★☆☆ Click here to see the full list of 331 stocks from our European Undiscovered Gems With Strong Fundamentals screener. We're going to check out a few of the best picks from our screener tool. Simply Wall St Value Rating: ★★★★★★ Overview: Wilh. Wilhelmsen Holding ASA is a global provider of maritime products and services, with a market capitalization of NOK17.55 billion. Operations: The company's revenue streams are primarily from Maritime Services, generating $849 million, followed by New Energy at $315 million, and Strategic Holdings & Investments contributing $15 million. The net profit margin is not specified in the provided data. Wilh. Wilhelmsen Holding, a notable player in the shipping industry, has demonstrated robust financial health with a net debt to equity ratio of 1.2%, which is considered satisfactory. The company's earnings have grown by 9.2% over the past year, surpassing the industry average of 9.1%. With interest payments well covered at 4.9 times EBIT, its financial stability is further reinforced by strategic expansions in Maritime Services and New Energy sectors. Recent earnings for Q1 2025 showed sales of US$297 million and net income of US$132 million, reflecting strong operational performance compared to last year's figures. Wilh. Wilhelmsen Holding's strategic expansion in Maritime Services and New Energy is key for potential revenue growth; click here to explore the full narrative on the company's prospects. Simply Wall St Value Rating: ★★★★★☆ Overview: PlayWay S.A. is a company that produces and publishes PC and mobile games globally, with a market capitalization of PLN2.11 billion. Operations: PlayWay generates revenue primarily through the production and publishing of PC and mobile games. The company's net profit margin has shown a notable trend, reflecting its ability to manage costs effectively in relation to its revenues. PlayWay, a promising player in the European market, reported net income of PLN 170.2 million for 2024, up from PLN 106.73 million the previous year. The company's basic earnings per share rose to PLN 25.79 from PLN 19.14, indicating robust financial health. Over the past five years, its debt-to-equity ratio has slightly increased to 0.07%, yet it remains well-covered by profits with more cash than total debt on hand. With earnings growth of 59% last year outpacing industry averages and trading at nearly a tenth below estimated fair value, PlayWay appears poised for continued success in its sector. Click to explore a detailed breakdown of our findings in PlayWay's health report. Assess PlayWay's past performance with our detailed historical performance reports. Simply Wall St Value Rating: ★★★★★★ Overview: Shoper SA offers Software as a Service solutions for e-commerce in Poland with a market capitalization of PLN1.31 billion. Operations: Shoper SA generates revenue primarily through its Software as a Service solutions tailored for e-commerce businesses in Poland. The company's financial performance is characterized by a net profit margin, which reflects its profitability after accounting for all expenses. Shoper, a rising player in the European market, has demonstrated notable financial strength with a debt-free balance sheet and high-quality earnings. In recent years, Shoper's levered free cash flow jumped from PLN 5.26 million in 2018 to an impressive PLN 47.08 million by March 2025. The company reported first-quarter revenue of PLN 51.73 million for 2025, up from PLN 44.19 million the previous year, while net income rose to PLN 9.84 million from PLN 7.76 million over the same period last year. Earnings per share also increased to PLN 0.35 from PLN 0.28 a year ago, reflecting robust growth prospects ahead. Unlock comprehensive insights into our analysis of Shoper stock in this health report. Learn about Shoper's historical performance. Gain an insight into the universe of 331 European Undiscovered Gems With Strong Fundamentals by clicking here. Have a stake in these businesses? Integrate your holdings into Simply Wall St's portfolio for notifications and detailed stock reports. Maximize your investment potential with Simply Wall St, the comprehensive app that offers global market insights for free. Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. Find companies with promising cash flow potential yet trading below their fair value. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include OB:WWI WSE:PLW and WSE:SHO. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@
Yahoo
24-05-2025
- Business
- Yahoo
Pure Energy Minerals Announces New Director
Vancouver, British Columbia--(Newsfile Corp. - May 23, 2025) - Pure Energy Minerals Limited (TSXV: PE) (OTCQB: PEMIF) ("Pure Energy" or "the Company") is pleased to announce that Mr. Cam Hosie has been appointed to the board of directors of Pure Energy Minerals. Mr. Hosie is a Senior Vice President at SLB, helping lead commercial and business development across SLB's New Energy platform. This platform includes a broad range of cutting-edge technologies including carbon capture, hydrogen, geothermal, critical minerals, and energy storage. Cam plays a pivotal role in shaping SLB's global energy transition strategy, building partnerships, and promoting sustainable energy solutions to reduce emissions and drive long-term growth. Before SLB, Cam served as CEO of 8 Rivers, where he spearheaded the commercialization of breakthrough technologies in the zero carbon space. He brings extensive experience in managing large-scale, innovative energy projects positions at the center of global effort to advance clean energy and decarbonization initiatives. "We are pleased to welcome Cam Hosie to the Board of Directors of Pure Energy Minerals. We know the Company will benefit from his experience and leadership in energy transition," stated Joseph Mullin, CEO & Director of Pure Energy. Mr. Patrick Galletti has resigned from the Board and the Company sincerely thanks Mr. Galletti for his contributions and wishes him well in his future endeavours. About Pure Energy Pure Energy Minerals is a lithium resource company that has consolidated land position at its Clayton Valley Project in the Clayton Valley of central Nevada for the exploration and development of lithium resources. The Company entered into an Earn-In Agreement with Schlumberger Technology Corp., a subsidiary of SLB (formerly Schlumberger Limited), dated May 1, 2019 whereby the Company has granted SLB an option, in favour of SLB, to acquire all of the Company's interests in the Clayton Valley Project. On behalf of the Board of Directors,"Joseph Mullin"CEO, Pure Energy Minerals Ltd. CONTACT: Pure Energy Minerals Limited ( Email: info@ +1 604 608 6611 Cautionary Statements and Forward-Looking Information The information in this news release contains forward-looking statements that are subject to a number of known and unknown risks, uncertainties and other factors that may cause actual results to differ materially from those anticipated in our forward-looking statements. Factors that could cause such differences include: changes in world commodity markets, equity markets, costs and supply of materials relevant to the mining industry, change in government and changes to regulations affecting the mining industry. Forward-looking statements in this release may include future exploration and development on the Clayton Valley Project. Although we believe the expectations reflected in our forward-looking statements are reasonable, results may vary, and we cannot guarantee future results, levels of activity, performance or achievements. The Company does not undertake to update any forward-looking information, except as required by applicable laws. Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release. To view the source version of this press release, please visit Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Korea Herald
23-05-2025
- Business
- Korea Herald
Premier of Sarawak Officiates Hydrogen Economy Forum 2025, Launches Sarawak Hydrogen Economy Roadmap and Announces APGH 2026 to Further Cement Sarawak's Leadership in the Global Green Energy Transition
KUCHING, Malaysia, May 14, 2025 /PRNewswire/ -- The Hydrogen Economy Forum (H2EF) 2025 – powered by APGH officially opened today at Hilton Kuching, officiated by the Premier of Sarawak, The Right Honourable Datuk Patinggi Tan Sri (Dr) Abang Haji Abdul Rahman Zohari bin Tun Datuk Abang Haji Openg. The Premier of Sarawak delivered a powerful keynote address titled " Charting a New Energy Future: Sarawak's Hydrogen Economy in Action". In his keynote address, the Premier of Sarawak emphasised hydrogen as a cornerstone of Sarawak's clean energy strategy. He highlighted the state's commitment to becoming a regional leader in hydrogen, driven by the newly launched Sarawak Hydrogen Economy Roadmap (SHER). The roadmap outlines a strategic plan to harness Sarawak's abundant renewable energy, natural gas, and carbon capture capabilities to scale up low-carbon hydrogen production. The Premier also announced the return of the Asia Pacific Green Hydrogen (APGH) Conference and Exhibition, scheduled for 9–11 June 2026 at the Borneo Convention Centre Kuching (BCCK). Building on the momentum of its inaugural edition, APGH 2026 aims to drive further global dialogue, innovation, and investment in the hydrogen economy. The opening day of H2EF 2025 also featured several key industry announcements and partnership signings that reflect Sarawak's growing role in the clean energy landscape. These included a Letter of Intent exchange between SEDC Energy and NGLTech (Sarawak) Sdn Bhd, an MoU exchange between UNIMAS and Bureau Veritas, and an MoU exchange between Sarawak Petchem and HighChem Company Limited. A major highlight was the unveiling of the inaugural Sarawak SME ESG report by Alliance Bank, titled "Navigating ESG in Sarawak: Insights from SMEs". The report provides a comprehensive view of how local small and medium enterprises are adapting to environmental, social, and governance (ESG) practices as Sarawak transitions into a green economy. Hosted by the Ministry of Energy and Environmental Sustainability Sarawak (MEESty) and co-organised by MOSTI and Borneo Business Connect, with the support of Business Events Sarawak (BESarawak), H2EF 2025 serves as a strategic platform to drive Southeast Asia's transition to a hydrogen economy. The forum aligns with national initiatives under the National Energy Transition Roadmap (NETR) and Sarawak's Post-COVID-19 Development Strategy (PCDS) 2030. With participation from over 400 delegates, including hydrogen industry leaders, researchers, investors, and policymakers from countries such as Japan, South Korea, Australia, Germany, and the Netherlands, H2EF 2025 continues to solidify Sarawak's position as a clean energy pioneer in the region.
Yahoo
14-05-2025
- Business
- Yahoo
Premier of Sarawak Officiates Hydrogen Economy Forum 2025, Launches Sarawak Hydrogen Economy Roadmap and Announces APGH 2026 to Further Cement Sarawak's Leadership in the Global Green Energy Transition
KUCHING, Malaysia, May 14, 2025 /PRNewswire/ -- The Hydrogen Economy Forum (H2EF) 2025 – powered by APGH officially opened today at Hilton Kuching, officiated by the Premier of Sarawak, The Right Honourable Datuk Patinggi Tan Sri (Dr) Abang Haji Abdul Rahman Zohari bin Tun Datuk Abang Haji Openg. The Premier of Sarawak delivered a powerful keynote address titled "Charting a New Energy Future: Sarawak's Hydrogen Economy in Action". In his keynote address, the Premier of Sarawak emphasised hydrogen as a cornerstone of Sarawak's clean energy strategy. He highlighted the state's commitment to becoming a regional leader in hydrogen, driven by the newly launched Sarawak Hydrogen Economy Roadmap (SHER). The roadmap outlines a strategic plan to harness Sarawak's abundant renewable energy, natural gas, and carbon capture capabilities to scale up low-carbon hydrogen production. The Premier also announced the return of the Asia Pacific Green Hydrogen (APGH) Conference and Exhibition, scheduled for 9–11 June 2026 at the Borneo Convention Centre Kuching (BCCK). Building on the momentum of its inaugural edition, APGH 2026 aims to drive further global dialogue, innovation, and investment in the hydrogen economy. The opening day of H2EF 2025 also featured several key industry announcements and partnership signings that reflect Sarawak's growing role in the clean energy landscape. These included a Letter of Intent exchange between SEDC Energy and NGLTech (Sarawak) Sdn Bhd, an MoU exchange between UNIMAS and Bureau Veritas, and an MoU exchange between Sarawak Petchem and HighChem Company Limited. A major highlight was the unveiling of the inaugural Sarawak SME ESG report by Alliance Bank, titled "Navigating ESG in Sarawak: Insights from SMEs". The report provides a comprehensive view of how local small and medium enterprises are adapting to environmental, social, and governance (ESG) practices as Sarawak transitions into a green economy. Hosted by the Ministry of Energy and Environmental Sustainability Sarawak (MEESty) and co-organised by MOSTI and Borneo Business Connect, with the support of Business Events Sarawak (BESarawak), H2EF 2025 serves as a strategic platform to drive Southeast Asia's transition to a hydrogen economy. The forum aligns with national initiatives under the National Energy Transition Roadmap (NETR) and Sarawak's Post-COVID-19 Development Strategy (PCDS) 2030. With participation from over 400 delegates, including hydrogen industry leaders, researchers, investors, and policymakers from countries such as Japan, South Korea, Australia, Germany, and the Netherlands, H2EF 2025 continues to solidify Sarawak's position as a clean energy pioneer in the region. View original content to download multimedia: SOURCE Hydrogen Economy Forum (H2EF) 2025
