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Amara Raja Achieves Record Share Price After Partnering with Gotion High-Tech. Here is full detail... 1. Share Price Increase - Big Increase: Amara Raja Energy and Mobility's shares have more than doubled since the start of the year. - Record High: The share price jumped 20% to Rs 1,656 on June 25, reaching a new all-time high. 2. New Partnership - Agreement with Gotion: Amara Raja announced a partnership with China-based Gotion High-Tech. - Technology Transfer: Gotion's unit, GIB EnergyX, will share its LFP (Lithium Iron Phosphate) technology for lithium-ion batteries with Amara Raja Advanced Cell Technologies Pvt Ltd (ARACT). 3. Market Reactions - JPMorgan's View: They gave a neutral rating on Amara Raja with a target price of Rs 1,210 per share. They see the deal as positive but want more details before changing their rating. - Investec's View: They are optimistic, expecting the partnership to improve Amara Raja’s battery manufacturing abilities and boost the company's value. 4. Financial Performance - Profit Increase: In the fourth quarter ending March 31, 2024, Amara Raja's net profit increased by 61.4% compared to the same period last year, reaching Rs 229.8 crore. - Revenue Growth: The company's revenue grew by 19.5%, from Rs 2,433.2 crore to Rs 2,908 crore. - Higher EBITDA: The operating profit (EBITDA) rose by 16.2%, from Rs 353.2 crore to Rs 410.4 crore. In Short The new partnership with Gotion is expected to speed up Amara Raja's plans to build a large battery factory and boost investor confidence. Analysts are generally positive but want more information about the partnership to fully understand its impact. #AmaraRaja #StockMarket #RecordHigh #GotionHighTech #BatteryTechnology #LFP #LithiumIon #Partnership #FinancialGrowth #InvestorConfidence #TechLicensing #RenewableEnergy #EnergyStorage #BusinessNews #MarketUpdate Source:- https://lnkd.in/dzuvZT-q

𝗚𝗼𝘁𝗶𝗼𝗻 𝗣𝗮𝗰𝘁 𝗦𝗽𝗮𝗿𝗸𝘀 𝗔𝗺𝗮𝗿 𝗥𝗮𝗷𝗮 Indian battery maker Amar Raja Energy and Mobility announced Monday that it had signed a licensing agreement with Gotion InoBat-Batteries (GIB), a unit of the Chinese firm, Gotion High Tech, to produce lithium-ion batteries in India. The agreement states that GIB EnergyX will license Gotion’s Lithium Iron Phosphate (LFP) technology to Amar Raja Advanced Cell Technology (ARACT). Gotion is among the top 10 global lithium-ion manufacturers with backward integration and technology capabilities. The partnership is expected to accelerate the development of Amar Raja’s first ever gigafactory in the state of Telangana which is said to begin operations before the end of next year, and increase investor confidence in the company’s ability to achieve its 16 GWh capacity target. The news sent Amar Raja shares soaring 20% intraday. The company’s stock has doubled the capital of its investors since the beginning of 2024, with returns now touching exactly 100% YTD. #nse #bse #nifty #sensex #stocks #markets #trading #investing

𝐓𝐫𝐞𝐧𝐝𝐬 𝐒𝐡𝐚𝐩𝐢𝐧𝐠 𝐭𝐡𝐞 𝐅𝐮𝐭𝐮𝐫𝐞 𝐨𝐟 𝐋𝐢𝐭𝐡𝐢𝐮𝐦 𝐈𝐨𝐧 𝐁𝐚𝐭𝐭𝐞𝐫𝐲 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐲 🔷The Global #Lithium_ion_Battery_Market size is projected to grow at a CAGR of around 25.0% during the forecast period, i.e., 2024-30. ♦️𝐆𝐫𝐨𝐰𝐭𝐡: The market is expected to grow at a CAGR of 25% from 2024 to 2030. This presents a significant opportunity for businesses that can help companies develop and commercialize new lithium-ion battery technologies. ♦️𝐃𝐫𝐢𝐯𝐞𝐫𝐬: The main drivers of growth include the increasing adoption of electric vehicles, consumer electronics, and energy storage solutions. ♦️𝐂𝐡𝐚𝐥𝐥𝐞𝐧𝐠𝐞𝐬: Some of the key challenges facing the market include the transportation and storage of used batteries, as well as the need for more efficient and sustainable manufacturing processes. ✅𝐉𝐮𝐬𝐭 𝐢𝐧 𝐎𝐧𝐞 𝐂𝐥𝐢𝐜𝐤, 𝐆𝐞𝐭 𝐔𝐧𝐩𝐚𝐢𝐝 𝐀𝐜𝐜𝐞𝐬𝐬 𝐭𝐨 𝐒𝐚𝐦𝐩𝐥𝐞 : https://lnkd.in/dUjCzarh 🔷𝐇𝐨𝐰 𝐜𝐚𝐧 𝐜𝐨𝐧𝐬𝐮𝐥𝐭𝐢𝐧𝐠 𝐬𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐡𝐞𝐥𝐩? ♦️𝐌𝐚𝐫𝐤𝐞𝐭 𝐫𝐞𝐬𝐞𝐚𝐫𝐜𝐡 𝐚𝐧𝐝 𝐚𝐧𝐚𝐥𝐲𝐬𝐢𝐬: Helping businesses understand the market landscape, identify opportunities, and develop growth strategies. 🔷𝐊𝐞𝐲 𝐏𝐥𝐚𝐲𝐞𝐫𝐬: Samsung SDI, LG Chem Ltd., Hitachi Chemical Co., Ltd., Johnson Controls , Panasonic Corporation, Tesla Inc., BYD Company, A123 Systems, LLC, GS Yuasa Corporation Ltd., Saft, Yinlong Energy Middle East , Toshiba Corporation, EnerDel, Inc., VARTA AG, and Others. #Energy #lithium #ionbattery #marketresearchreport #marketshare #marketsize #marketgrowth #marketanalysis #consulting #consultingservices #markntel #marknteladvisors #marketresearch #IndustryNews #industrytrends #businessnews #industryresearchreports

Today, MHI awarded 10 GWh capacity to 𝐑𝐞𝐥𝐢𝐚𝐧𝐜𝐞 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐞𝐬 𝐋𝐢𝐦𝐢𝐭𝐞𝐝 under the 𝐏𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐨𝐧 𝐋𝐢𝐧𝐤𝐞𝐝 𝐈𝐧𝐜𝐞𝐧𝐭𝐢𝐯𝐞 (𝐏𝐋𝐈) 𝐒𝐜𝐡𝐞𝐦𝐞 𝐟𝐨𝐫 𝐀𝐝𝐯𝐚𝐧𝐜𝐞𝐝 𝐂𝐡𝐞𝐦𝐢𝐬𝐭𝐫𝐲 𝐂𝐞𝐥𝐥 (𝐀𝐂𝐂) 𝐁𝐚𝐭𝐭𝐞𝐫𝐲 𝐒𝐭𝐨𝐫𝐚𝐠𝐞. With this award, the Government of India has now allocated 40 GWh of the 50 GWh total capacity envisioned under the PLI scheme. The total awarded capacity is expected to attract over 𝐔𝐒$𝟑.𝟓 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 in investment and create 𝟖,𝟎𝟎𝟎+ direct jobs in the country. Deloitte, in collaboration with Trilegal, had the privilege of supporting the Ministry Of Heavy Industries, and IFCI LIMITED (PMA for the PLI ACC scheme) as 𝐋𝐞𝐚𝐝 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐧𝐭𝐬 for this transformative initiative. Dr. Hanif Qureshi, IPS | Vijay Mittal | Rajnesh Singh IRSME | Suneet Shukla | Riyaz Bhagat | Anish Mandal | Sumit Mudgal | Sheena Sareen Reliance Industries Limited #ACCPLI #BatteryCellManufacturing #AtmnirbharBharat #Investment #BatteryValueChain #Innovation #ValueAddition

The battery sector is sparking excitement, with stocks experiencing a significant rise today. 📈 Two of the biggest Indian battery companies - Amara Raja Energy and Exide Industries have touched fresh lifetime highs today. Amara Raja Energy rose by ~20% today. This surge can be attributed to a couple of key factors: 1) Amara Raja's Power Play: The company signed a licensing agreement with GIB EnergyX. This unlocks access to cutting-edge battery technology and manufacturing expertise from Gotion High-Tech, a major Chinese battery player. This strategic move positions Amara Raja for significant growth, and unsurprisingly, their stock price jumped in response. 2) The Future is Electric (and Needs Batteries): The broader market recognises the battery sector's immense potential. The demand for batteries is projected to skyrocket in the coming years, fueled by the electric vehicle (EV) revolution and the growing adoption of renewable energy sources like solar and wind. 🔋 This translates to a massive opportunity for all battery companies, not just Amara Raja. What does this mean for you? The rise in battery stocks presents an interesting opportunity for investors. However, looking at the current levels, the stocks are trading at an expensive valuation. Amara Raja and Exide Industries stocks have given 100% returns in 2-3 months 😲 Here are some additional points to consider while researching battery stocks: 👉 Individual company analysis: While the overall sector seems promising, delve deeper into specific companies. Look at their technology roadmap, market positioning, and financial health. 👉 Long-term perspective: The EV revolution and renewable energy transition are long-term trends. Consider this a potential long-term play, not a quick buck. The battery sector is dynamic and constantly evolving. Stay informed of industry trends and announcements from the key players. Follow AC Agarwal for more stock market updates! #stockmarket #battery #ev #india

#ExitPolls indicate that NDA will come back for third term. Market has opened 800+ points on Nifty and 2,500+ points on Sensex and is at life time highs. Is it now too late to buy? Smart money will start going in the themes which the new government purposes to establish in this third term. Defence, Solar(Renewables) has already been one of the favourites and listed companies valuation and P/E multiples do factors it in. #NDA has purposed to make *India Toy manufacturing hub* and has put it in their Manifesto. Urban Tots would be one of the biggest beneficiaries. Company has registered 100%+ year on year growth in terms of Revenue and Profits and same is expected in the current financial year. Company is trading at P/E of 19 only for FY25 earnings expectations and should be added by everyone in their portfolio. Bookings are open for limited time at ₹100/share.

Major investments in manufacturing and infrastructure sectors in India, with Ather Energy and UltraTech Cement leading the way, while India's government bonds gain recognition in global markets.

It was a pleasure hosting Harshavardhana Gourineni and the Amara Raja Energy & Mobility Ltd team at the Salesforce Innovation Center. Amara Raja has become a key player in India's growing battery market, with 9,000 employees operating in over 50 countries through a network of 100,000 points of sale. During our discussions on #digitaltransformation strategies for efficiency and growth, several strengths and differentiators emerged: #Growth: AREML has developed advanced battery technologies and manufacturing capabilities, achieving a 10-year revenue CAGR of 13%. #Innovation: As pioneers of AGM (Absorbent Glass Mat) and VRLA (Valve Regulated Lead Acid) batteries in India, AREML leads with significant R&D investments. #Diversified Product Portfolio: AREML offers lithium-ion batteries for EVs, lead-acid batteries for traditional vehicles, and energy storage solutions for renewable energy. #Strategic #Partnerships: Collaborations with Gotion InoBat for LFP batteries and Jiangsu Highstar Battery Manufacturing Co.,Ltd for NMC batteries have expanded their market reach and technology access. #Sustainability: Aiming for #netzero emissions by 2050, AREML has reduced energy intensity by 19% and carbon footprint by 38%, sourcing 24% of its energy from renewables. Their commitment to a circular economy is evident with an 83% recycling rate for lead and alloys, and a 20% reduction in water usage. The Indian mobility market is rapidly expanding, driven by electrification, government incentives, and a growing economy. AREML's strategies exemplify how component and ancillary manufacturers must reinvent and strategise to seize opportunities and thrive in this fast-paced, innovative environment. #innovation #circulareconomy #batterymanufacturing #energy #storage Rajesh Jindal Kishore Hirani Anand Nargundkar Venkata Krishna Marmavula Muni Vijayanand Samudrala Kuldeepak Sharma Killivalavan Kandavelu Manish Tuli

Waaree Energies Limited: IPO Overview ⚡️   Type of Company: 🌱 Leading solar panel manufacturer offering sustainable energy solutions.   Manufacturing Capacity: 🏭 Expanded from 2 GW (FY21) to 12 GW by 1QFY24, with four facilities in Gujarat.   Key Products: 🔑 Multicrystalline, monocrystalline, TopCon modules, and bifacial (Mono PERC) modules.   Global Presence: 🌍 68.38% revenue from exports; USA alone accounts for 67.47%. A 1.6 GW unit in the USA is set to be operational by FY25. IPO Details: 💰 Price Band: ₹1427-₹1503 per share Opening Date: 21st Oct 2024 Closing Date: 23rd Oct 2024 Issue Size: ₹4321.44 Cr, including ₹3600 Cr fresh issue Financial Overview: 📊FY23: Revenue surged to ₹67.51 billion, EBITDA margin improved to 13.76%, and PAT reached ₹5 billion. #ipo #analysis #equity #solarenergy #research #renewableenergy

Today's Manufacturing Must-Reads! Amara Raja Energy & Mobility Ltd is planning to produce 4-6 GWh of lithium iron phosphate (LFP) batteries in the first phase of its new Gigafactory. They have partnered with Gotion-InoBat-Batteries (GIB) to use Gotion's LFP #technology. The company is building a ₹9,500 crore Gigafactory in #Telangana. Initially, it will have a capacity of 2 GWh and will expand to 16 GWh for cells and 5 GWh for battery packs over the next 10 years. For news in detail click the link in the comment box! Meanwhile, stay tuned for more daily insights into the world of the manufacturing industry! Vikramadithya Gourineni | Vijayanand Samudrala | Suman Chatterjee | Manish Tuli | SatyaSunita Menda | Rajesh Jindal | Steven Cai | Zhiyuan Zhang | Jeffrey Zheng #AmaraRaja #Gigafactory #Telangana #LFPBatteries #ElectricVehicles #BatteryTech #RenewableEnergy #SustainableTech #EnergyStorage #GreenEnergy #BatteryManufacturing #Innovation #CleanTech #ElectricMobility #AdvancedChemistryCell #EVBatteries #TechPartnership #EnergyTransition #FutureOfMobility #GreenTransportation