Amara Raja Energy & Mobility Limited

INR 184

nce 12 Manufacturing Facilities(including 2 plastic units and 2 New Energy Plants) Market Cap ~ INR 184 Bn+(As on Mar 31, 2025 Leading Automotive Battery Brand 65+ Million units annualized Capacity fo

3.2 Billion

utomotive batteries Minimal debt in the books Market Leader in Telecom and Data Centre Industry 3.2 Billion AH - Total Industrial batteries capacity 10-year Revenue CAGR ~12% Strong Brand recall Exportin

12%

Data Centre Industry 3.2 Billion AH - Total Industrial batteries capacity 10-year Revenue CAGR ~12% Strong Brand recall Exporting to 60+ Countries ~16% ROCE (1) First AGM battery manufacturer fo

16%

al batteries capacity 10-year Revenue CAGR ~12% Strong Brand recall Exporting to 60+ Countries ~16% ROCE (1) First AGM battery manufacturer for 2W ~11000+ employees First VRLA battery manufact

12X

1) First AGM battery manufacturer for 2W ~11000+ employees First VRLA battery manufacturer 12X Water positive & 19% reduction in Scope 1&2 absolute carbon emissions in FY25 against FY22 AA+ C

19%

y manufacturer for 2W ~11000+ employees First VRLA battery manufacturer 12X Water positive & 19% reduction in Scope 1&2 absolute carbon emissions in FY25 against FY22 AA+ Credit Rating by CRISI

35%

Y22 AA+ Credit Rating by CRISIL Rank 1 in S&P Global ESG rating in respective sector in India ~35%+ Institutional Shareholding (1) As on FY25 end 2 Overview ▪ Amara Raja Energy & Mobility Limit

INR 95

for sustenance level ▪ Forayed into the New Energy business in 2022 with ambitious capex plan of INR 95 Bn over next five years for setting up a Giga Corridor in Telangana. ▪ High emphasis on protecting

13.8%

1,00,000 80,000 60,000 40,000 20,000 - CONSOLIDATED INCOME (INR Mn) & EBITDA MARGIN(%) 13.8% 14.2% 1,03,920 1,17,084 12.6% 1,28,463 14,320 16,585 16,165 FY23 FY24 FY25 Revenu

14.2%

00 80,000 60,000 40,000 20,000 - CONSOLIDATED INCOME (INR Mn) & EBITDA MARGIN(%) 13.8% 14.2% 1,03,920 1,17,084 12.6% 1,28,463 14,320 16,585 16,165 FY23 FY24 FY25 Revenue EBIT

12.6%

20,000 - CONSOLIDATED INCOME (INR Mn) & EBITDA MARGIN(%) 13.8% 14.2% 1,03,920 1,17,084 12.6% 1,28,463 14,320 16,585 16,165 FY23 FY24 FY25 Revenue EBITDA EBITDA Margin STANDALONE

14.4%

FY24 FY25 Revenue EBITDA EBITDA Margin STANDALONE INCOME (INR Mn) & EBITDA MARGIN(%) 13.8% 14.4% 1,03,897 1,12,603 13.1% 1,24,049 14,350 16,214 16,291 ▪ Long-standing & successful j

“• 85%+ of lead and lead alloys from recycled sources • Covered 70%+ suppliers by value for supplier engagement, capability building, target setting & assessments 44 Sustainability At Amara Raja People and Community • Roll out of Amara Raja Sustainability Academy • All Amara Raja Group companies recognized as Best Place to Work awards from the Great Place to Work Institute • Safety by Design in our state-of-the-art manufacturing & maintaining zero fatality status.”

“The financial information set out in this presentation is based on certain important assumptions and adjustments and does not purport to represent what our results of operations are on an audited basis or actually will be in any future periods.”

ARCSPL

1

ARBME

1

ARACT

1

ARPSL

1

Growing Demand

1

Host of other valuable benefits

1

Pack Assembly plant

1

Giga cell plant

1

Equipment Sector

1

ARCSPL

o o Incorporated in 2022 to promote circular economy Eventual capacity of 1.5 LPTA towards lead recycling in Tamil Nadu

ARBME

o Marketing arm for lead acid batteries catering to middle east geography o Incorporated in 2022 to New Energy Business

ARACT

revolutionize the way we handle waste and promote sustainable practices. o • • Incorporated in 2022 to take forward the New Energy Business of the Amara Raja Lithium Cell and Pack manufacturing Energy Storage Solutions o The Company is in process of setting up of a Battery Recycling Plant in Cheyyar, Tamil Nadu

ARPSL

o o o First company to be established in the Amara Raja group in the year 1984. Known as a pioneer in designing Power Chargers and manufacturing of Power Electronics, Distribution Panels Became a wholly owned subsidiary of ARE&M from FY24 14 Operations At A Glance LEAD ACID BATTERIES AUTOMOTIVE • Applications – 2W, 3W, 4W & CV’s • First AGM battery manufacturer for 2W • Largest Exporter of automotive Batteries INDUSTRIAL • Pioneers in VRLA batteries in India • Application - Telecom, Railways, Power Control, Solar, UPS • Market Leader in Telecom sector/Largest exporter for VRLA batteries • Largest Integrated Facility for MVRLA Batteries AUTOMOTIVE | INDUSTRIAL • Li Cell and Pack Manufacturing • EV Charging Products • Energy Storage Solutions • Developed India’s First 21700 Cylindrical Cell (NMC 811) • Setting up E Positive Energy Labs: a unique innovation & research facility Lead Recycling plant Lead recycling facility, showcasing commitment to the circular economy NEW ENERGY BUSINESS A

Growing Demand

▪ Rise in middle class income, gender diversity and young population resulting in growing demand for PV ▪ Commercial Vehicle may increase due to high level of activity in infrastructure Policy Support to the sector ▪ Initiatives like Make in India , Automotive Mission Plan will give huge boost to the sector Better financing options- ▪ Greater availability of credit and financing options the Supports company’s approach to reduced carbon emissions and green energy initiatives ▪ Original Equipment Manufacturers(OEM’s) are introducing instant loan products for enabling the tech savvy customers Home Energy ▪ Increase in demand from semi- urban and rural areas ▪ Growing importance of uninterrupted work from home setups ▪ Reduced tolerance to power outages and voltage fluctuations 25 Automotive- Domestic Distribution Network Increasing the presence through Amaron franchise network DISTRIBUTION POINTS HAR RUD DEL GZB JAM ZRK GUR JAI LKN VAR RAI SIL GAU PAT RAN JMD KOL AMD MAND JAB IND PITH NAG

Host of other valuable benefits

• Latest Product Information • Navigate to your nearest AMARON pitstop • Excellent user interface/experience Introduction of payment gateway options for facilitating E-COMMERCE BUSINESS for our channel partners • Direct reach out to B2C customers • One stop shop for Automotive battery solution Partnered with financial institutions to provide financing options to channel partners 27 Enhancing product portfolio with range of new products… New Range of Lubricants in domestic business Expanding Automotive range Internationally Automotive Lubricants Industrial Lubricants A new range of lubricants to cater to both automotive Advanced batteries for Marine, Trucks, and Lawn Movers and industrial sectors within the domestic market. for increased market fit Addressing local market needs with enhanced product Our new battery range is set to penetrate the international offerings market, focusing on durability and performance. 28 Automotive- Reaching Out To International Markets Enhancing brand ima