ARE&MNSE15 August 2025

Amara Raja Energy & Mobility Limited has informed the Exchange about Investor Presentation

Amara Raja Energy & Mobility Limited

August 15, 2025

National Stock Exchange of India Limited Listing Compliance Department “Exchange Plaza” Bandra – Kurla Complex Bandra East, Mumbai – 400 051 NSE Symbol: ARE&M

BSE Limited Corporate Relations Department Phiroze Jeejeebhoy Towers Dalal Street, Fort Mumbai – 400 001 BSE SCRIP CODE: 500008

Sub: Intimation under Regulation 30 of SEBI (Listing Obligations and Disclosure

Requirements) Regulations, 2015 – Earnings Presentation

Dear Sir/ Madam,

This is with reference to our intimation dated August 12, 2025, regarding the Earnings call on August 18, 2025 at 4 PM IST. Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the Earnings Presentation for Q1 FY26.

This is for your kind information and record.

Thank You

For Amara Raja Energy & Mobility Limited (Formerly known as Amara Raja Batteries Limited)

Vikas Sabharwal Company Secretary & Vice President - Legal

Encl: a/a

A m a r a R a j a E n e rg y & M o b i l i t y L i m i t e d ( f o r m e r l y K n o w n a s A m a r a R a j a B a t t e r i e s L i m i t e d )

E A R N I N G P R E S E N TAT I O N

Q 1 - F Y 2 0 2 6

S n a p s h o t

BUSINESS

OPERATIONS

FINANCIALS

4 decades of experience

14 Manufacturing Facilities

Market Cap ~ INR 176 Bn+(As on Jun 30, 2025

Leading Automotive Battery Brand

~66 Million units annualized Capacity for Automotive batteries

Minimal debt in the books

Market Leader in Telecom and Data Centre Industry

~3 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 for 2W

~11,000+ 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 CRISIL

Rank 1 in S&P Global ESG rating in respective sector in India

1/3rd of the shares are held by Institutional Shareholders

(1) As on FY25 end

2

Overview

▪ Amara Raja Energy & Mobility Limited, (ARE&M), formerly known as Amara Raja

Batteries Limited, is one of the largest manufacturers of lead-acid batteries in

India.

▪ Name change in 2023 reflects, the broader vision to lead India’s Energy

Transition, in the Energy & Mobility space by providing comprehensive energy

solutions

Exports to over 50 countries across the globe

▪ Strong brands like ‘Amaron’, ‘PowerZone’, ‘Elito’, ‘Quanta’

▪ All plants recognized with highest level awards in International level Quality

Circle Competitions(ICQCC) held in Beijing, China

▪ TPM is being implemented in all manufacturing facilities, currently all plants

certified for sustenance level

Forayed into the New Energy business in 2022 with ambitious capex plan of INR

95 Bn for setting up a Giga Corridor in Telangana.

▪ High emphasis on protecting the environment with focus on Renewable Energy

and recycling of Lead

CONSOLIDATED INCOME (INR Mn) & EBITDA MARGINS(%)

1,17,084

14.2%

1,28,463

12.6%

16,585

16,165

10.7%

34,011

3,635

FY24

FY25

Q1 FY26

Revenue

EBITDA

EBITDA Margin

STANDALONE INCOME (INR Mn) & EBITDA MARGINS(%)

1,12,603

14.4%

1,24,049

13.1%

16,214

16,291

11.5%

33,499

3,867

1,40,000

1,20,000

1,00,000

80,000

60,000

40,000

20,000

-

1,40,000

1,20,000

1,00,000

80,000

60,000

40,000

20,000

-

FY24

FY25

Q1 FY26

Revenue

EBITDA

EBITDA Margin

Standalone EBITDA% without Lithium trading business is ~11.8% for Q1-FY26

16.00%

14.00%

12.00%

10.00%

8.00%

6.00%

4.00%

2.00%

0.00%

16.00%

14.00%

12.00%

10.00%

8.00%

6.00%

4.00%

2.00%

0.00%

3

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

APPLICATIONS

AGM- Absorbent Glass Mat

VRLA/MVRLA- Valve regulated lead acid/Medium valve regulated lead acid

4

State Of Art Manufacturing Facilities- LAB

KARAKAMBADI PLANTS

AMARA RAJA GROWTH CORRIDOR

CHEYYAR PLANT

4W Battery

LVRLA Battery 2W Battery

Two 4W Plants & one 2W Plant

Battery Recycling Plant

MVRLA Battery Tubular Plant

SEGMENTS

ANNUALISED CAPACITY

LOCATION

Automotive

~66 Mn units

Tirupathi & Chittoor- AP

I

Industrial Industrial

~3 Billion Ah

Tirupathi & Chittoor- AP

2 Plastic component plants towards captive consumption

5

State Of Art Manufacturing Facilities - NEB

Pack Assembly Plant- Stationary- Tirupathi Capacity ~ 1 GWh

Pack Assembly Plant- Mobility- Divitipally Capacity ~ 1.5 GWh

Assembly Plant- AC/DC Chargers- Tirupathi

Telecom battery

3W Battery

2W Battery

7.4KW Type-1 AC

180KW DC Fast Chargers

6

Marquee OEM Clientele

Lead Acid Business- LAB

New Energy Business- NEB*

Automotive

Industrial

Mobility & Stationary

Airtel

EicherLogo

*New Energy Business- Other than Lead acid batteries(including lithium-ion batteries)

7

Operational Highlights (LAB) – Q1-FY26

Automotive

➢ OEM volumes have registered robust growth in both 2W segment & 4W segment

➢ After market – 4W volumes registered moderate growth in volumes during Q1- FY26

on Y-O-Y basis

➢ Other Applications- Uptick in volumes in Lubes during the quarter. HUPS and other

applications registered healthy growth on Y-O-Y basis

➢ Exports – Export volumes remained subdued on account of muted demand

conditions

Industrial

➢ Industrial applications registered double digit growth in volumes

excluding telecom volumes

➢ Growth driven by UPS sector on back of key market drivers

➢ While LAB telecom volumes recorded a decline, the inclusion of LIB

volumes offset the impact, resulting in no overall de-growth in

telecom volumes

8

Automotive- Domestic Distribution Network

Increasing the presence through Amaron franchise network

Digital initiatives to enhance the experience for esteemed partners

JAM

DISTRIBUTION POINTS

Go Paperless with new AMARON KONNECT APP

Lubes

HAR RUD

DEL

GZB

ZRK

GUR

JAI

AMD

MAND JAB

IND PITH

SIL

GAU

LKN

VAR

PAT

RAN

RAI

NAG

JMD

KOL

BHU

BWD

AUR

NSK PUNE

HYD

VJD

ANT

HUB

BLR

CHE

COI

COC

BRANCHES

DISTRIBUTION POINTS

23

POINTS OF SALE

1,00,000+

40

Direct Partners

1500+

Host of other valuable benefits: •

Latest Product Information

Quick & seamless REWARDS FOR LUBES PARTNERS, ENGAGING CUSTOMERS: Improving trust and •

relationship with partners

Enhancing customer

• Navigate to your nearest AMARON pitstop

engagement and boosting

Excellent user interface/experience

brand awareness

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

9

Automotive- Reaching Out To International Markets

Enhancing brand image and strengthening global supply chain Initiatives through dealer meets and Brand promotion

Dubai - Dealer Meet & Free Battery Health Checkup

Product Training

Thailand- Introduced 2nd Pitstop & Initiatives for Enhancing Retailer connect

10

Capex Project Update- Lead Acid Batter y

Battery Recycling Plant at Cheyyar- TN

Tubular Battery Plant at ARGC- Chittoor

1.5 Lac MTPA (Phase I and Phase II) State-of-the-art Advanced

Green field Lead Acid Battery Recycling plant

Refinery commercial production commenced in December 2024.

Battery breaking expected to commence from Q3- FY26

1.5 Mn+ Battery/ Annum Advanced Tubular Manufacturing plant

Plant Redesigned with improved Fire Safety Measures

Initial commercial production commenced in Q1- FY26, ramping

up to full capacity by Q2- FY26

11

Operational Highlights (NEB) – Q1 FY26

Business Performance

Mobility

➢ Continue to gain momentum in EV off board charger segment post completion

of Localization of Portable EV chargers for 2W and 3W electric Vehicles

➢ Commercialized LFP packs for 3W segment during the quarter

➢ Focused approach to onboard new customers across other mobility segments

Stationary applications

➢ Deepened partnership with telecom players reflected in robust volume growth

during the quarter

➢ Telecom volume growth supported by market drivers including 5G roll out

12

New Energy Business going forward….

Focus on Pack business and build state of art manufacturing facilities….

Pack Assembly plant:

Tirupathi & Divitipally

Giga cell plant:

Capacity of 16 GW by FY30

Customer Qualification plant

(CQP)

Scale pack business by entering into new mobility applications and building sustainable

customer base

Fully operational 1.5 GWh pack capacity at Divitipally to cater to 2W and 3W segments

1 GWh capacity to cater to stationary segment through its Tirupathi plant

Operations expected to commence in Q2/Q3 of 2027

Phase 1 – Cylindrical capacity of 4 GWh/ Chemistries offered- NMC and LFP

Further capacity to be set up in phased manner by FY2030

Offering pilot production run & product optimization to meet customer requirements

To validate industrial scale production & improve quality

13

Focus On R&D For Innovative Technologies

R&D LAB FOR DEVELOPING LI-ION CELLS AND BATTERY PACK ASSEMBLY

1st in INDIA

Achieved IATF 16949:2016 & ISO 9001:2015 certification for Li-Ion Batteries

Facility will be equipped with advanced laboratories and testing infrastructure

Development of innovative clean storage technologies

energy

Capability to build both EV Stationary products and solutions

and

In-house manufacturing capabilities key components

for

Trained work force with adequate technical competence

NABL certified lab

Battery Packs

Proposed E+ Energy Labs at Hyderabad, Telangana

Demonstrating its unwavering commitment towards the New Energy Business initiative

NABL: National Accreditation Board for Testing and Calibration Laboratories

14

Capex Project Update- New Energy Business Customer Qualification Plant- Divitipally

Giga-Cell Factory- Divitipally

E-Hub, Hyderabad

Foundation stone laid on August 10, 2024

Operations expected to commence: Q3/ Q4-FY26

Supports diverse form factors & multiple cell chemistries

Foundation stone laid on March 2, 2025

16 GWh Capacity by FY30

Expected to commence operation in Q3/Q4-FY26

Capability to build both EV and Stationary products

Construction commenced- Phase 1 of 4 GWh

and solutions

Rendering Views

15

E S G

Sustainability At Amara Raja

Energy and Carbon

• Committed to Net Zero by 2050, net zero plan aligned with SBTi limiting to 1.5 deg increase as per Paris agreement • Reduced intensity of Scope 1&2 emissions by 43% over FY22. • 27.6% Renewable energy share with captive renewable at 66.9 MW

Water Management

• All manufacturing plants are zero liquid discharge and facilities not in water-stressed areas • Reduced absolute water consumption by 10% and intensity by 18% • We are a 12X water positive organisation.

Waste to Wealth

• 94% of manufacturing waste is recycled • Reduced waste generation intensity by 11% • Battery recycling rate is in compliance with Battery Waste Management Rules, 2022

Product Stewardship

• Life cycle assessment for key products • Design for sustainability – reduce resource consumption, longer life and ease of recycling • Setting up 16 GwH of Lithium Cell and 5 GwH of pack assembly. E-hub for R&D in New Energy (AR-ACT)

Sustainable sourcing and circularity

• Lead recycling facility (ARCSPL) commenced operations in FY25 • 85%+ of lead and lead alloys from recycled sources • Covered 70%+ suppliers by value for supplier engagement, capability building, target setting & assessments

17

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. • CSR initiatives in thematic areas of education, primary health care, water, rural infrastructure, social forestry and skilling India. 30,000+

beneficiaries

• Targets to improve Diversity, Equity, Inclusion and Belongingness. Included in BSC and KRAs of leaders

Governance & Transparency

• Monthly Sustainability committee led by Executive director and dedicated Group Sustainability vertical • ESG framework & ESG reporting portal for progress monitoring • Integrated report in FY25. • Manufacturing certified for ISO 14001 (EMS), ISO 45001(OHSMS) and ISO 50001 (EnMS) • Disclosures against Climate Disclosure Project (CDP) for Climate Change and internal report on Taskforce for Climate-related Financial

disclosures (TCFD)

Ratings & Awards

• B Rating CDP “Climate change” 2024” • CSA- S&P Global ESG rating- No.1 in India in Electrical components & Equipment Sector • ICAI- Award for Sustainability reporting in ‘MidCap’ category • CII CAP 2.0- Climate Action Award ‘Resilient’ Category • CII Gold award for HSE performance and CII award for Water excellence • ASSOCHAM award for excellence in Climate Change Mitigation • Silver Award – Asia Best Sustainability report (First time) by Asia Sustainability reporting Awards (ASRA) • Golden Peacock Award for Sustainability and many more

18

Sustainability At Amara Raja

Recognition for our ESG efforts

Recognition of ESG Efforts

Resilient category CAP 2.0˚ Awards 2024 in the Energy, Mining & Heavy Manufacturing sector

Maintained ‘B’ CDP rating for Climate Change (FY25)

ICAI Sustainability Reporting Award under the Mid-Cap Manufacturing Sector category

Improved our score by S&P Global Corporate Sustainability Assessment (CSA) from 28 to 74—ranking #1 in India, #2 in Asia Pacific and #6 globally in our sector (FY25)

Excellence in Climate Change Mitigation by ASSOCHAM

We have earned ‘Bronze Medal’ in our Ecovadis assessment. We have obtained an ESG rating of 69, from National Stock Exchange for our sustainability performance. This rating is higher than many of our peers and customers

19

F I NA N C I A L H I G H L I G H T S

Q1 FY26 KEY FINANCIAL HIGHLIGHTS

Q1-FY26 FINANCIAL PERFORMANCE-CONSOLIDATED

Q1-FY26 FINANCIAL PERFORMANCE-STANDALONE

REVENUE FROM OPERATIONS

EBITDA

EBITDA MARGINS

INR 34,011 Mn

INR 3,635 Mn

10.7%

REVENUE FROM OPERATIONS

INR 33,499 Mn

EBITDA

EBITDA MARGINS

INR 3,867 Mn

11.5%

PAT

PAT MARGINS

DILUTED EPS

PAT

PAT MARGINS

DILUTED EPS

INR 1,648 Mn

4.8%

INR 9.0

INR 1,940 Mn

5.8%

INR 10.6

Consolidated Business Split – Q1 FY26

Consolidated Geographical Split – Q1 FY26

1,213 , 4%

3,842 , 11%

32,798 , 96%

30,168 , 89%

Lead Acid

Others

Domestic

Exports

Standalone EBITDA% without Lithium trading business is ~11.8% for Q1-FY26

21

Q1- FY26 Key Financial highlights- Consolidated

Revenue Split by Segment

Revenue Split by Segment

LEAD ACID BATT. REVENUES (INR Mn)

31,373

29,030

32,798

GEOGRAPHICAL REVENUE SPLIT (INR Mn)

28,264

26,877

30,168

Q1 FY25

Q4 FY25

Q1 FY26

OTHER BUSINESS REVENUES (INR Mn)

1,571

1,258

1,213

4,367

3,724

3,842

Q1 FY25

Q4 FY25

Q1 FY26

Domestic

Exports

Q1 FY25

Q4 FY25

Q1 FY26

22

Quarterly Consolidated Financial Performance

PARTICULARS (INR Mn)

Operational Revenue

Total Expenses

EBITDA

EBITDA Margins (%)

Other Income

Depreciation

Finance Cost

PBT

Tax

PAT

PAT Margins (%)

Other Comprehensive Income

Total Comprehensive Income

Diluted EPS (INR)

Q1-FY26

Q1-FY25

Y-O-Y

Q4-FY25

Q-O-Q

34,011

30,376

3,635

10.7%

185

1,422

109

2,289

641

1,648

4.8%

(6)

1,642

9.00

32,631

28,259

4,372

13.4%

296

1,226

94

3,347

856

2,491

7.6%

561

3,052

13.61

4.2%

7.5%

(16.9)%

(271) Bps

(37.5)%

16.0%

16.0%

(31.6)%

(25.1)%

(33.8)%

(280) Bps

30,601

27,192

3,409

11.1%

258

1,441

100

2,126

510

1,616

5.3%

NA

(1,079)

(46.2)%

(33.9)%

537

8.83

11.1%

11.7%

6.6%

(40) Bps

(28.3)%

(1.3)%

9.0%

7.7%

25.7%

2.0%

(43) Bps

NA

205.9%

1.9%

23

Historical Consolidated Income Statement

PARTICULARS (INR Mn)

Operational Revenue

Total Expenses

EBITDA

EBITDA Margins (%)

Other Income

Depreciation

Finance Cost

Profit Before Exceptional Items & Tax

Exceptional Income/(Expense)

PBT

Tax

PAT

PAT Margins (%)

Other Comprehensive Income

Total Comprehensive Income

Diluted EPS (INR)

FY24*

1,17,084

1,00,499

16,585

14.2%

1,104

4,843

344

12,502

-

12,502

3,158

9,344

8.0%

(61)

9,283

51.05

FY25

1,28,463

1,12,299

16,165

12.6%

1,156

5,257

443

11,621

1,111**

12,732

3,285

9,447

7.4%

(1,639)

7,808

51.62

* Amara Raja Power systems limited became wholly owned subsidiary effective September 29, 2023

**Exceptional income of INR 1,111 Mn pertaining to FY25 relates to insurance claim on TBD plant/Diluted EPS is after considering the exceptional income

Q1 FY26

34,011

30,376

3,635

10.7%

185

1,422

109

2,289

-

2,289

641

1,648

4.8%

(6)

1,642

9.00

24

Consolidated Balance Sheet

PARTICULARS (INR Mn) Assets (1) Non-Current Assets (A) Property, Plant And Equipment (B) Right Of Use Asset (C) Capital Work-in Progress (D) Goodwill (E) Other Intangible Assets (F) Intangible Assets Under Development (G) Financial Assets Investments (i) (ii) Other Financial Assets (H) Deferred Tax Assets (Net) (I) Income Tax Assets (Net) (J) Other Non-current Assets Total Non-current Assets (2) Current Assets (A) Inventories (B) Financial Assets (i) Investments (ii) Loans (iii) Trade Receivables (iv) Cash And Cash Equivalents (v) Bank Balances Other Than Cash And Cash Equivalents (vi) Other Financial Assets (C) Other Current Assets Total Current Assets Total Assets (1+2)

FY23

FY24

FY25

28,555 3,966 2,487 4,280 669 8

2,617 1,252 9 15 1,251 45,107

29,095 4,081 6,255 4,358 538 154

3,608 132 17 131 2,714 51,083

31,164 4,154 12,975 4,358 465 7

3,521 151 72 182 2,168 59,216

17,340

19,484

21,954

1,653 887 8,866 949

104

3,222 1,494 34,513 79,621

3,531 - 11,358 983

195

919 2,225 38,695 89,778

3,294 - 12,631 1,578

168

209 2,632 42,467 1,01,683

PARTICULARS (INR Mn) Equity And Liabilities

(1) Equity

(A) Equity Share Capital

(B) Other Equity

(2) Non-Current Liabilities

(A) Financial Liabilities

(i) Borrowings

(ii) Lease Liabilities

(B) Provisions

(C) Deferred Tax Liabilities (Net)

(D) Other Non-Current Liabilities

Total Non-Current Liabilities

(3) Current Liabilities

(A) Financial Liabilities

(i) Borrowings

(ii) Lease Liabilities

(iii) Trade Payables

(iv) Other Financial Liabilities

(B) Provisions

(C) Current Tax (Net)

(D) Other Current Liabilities

Total Current Liabilities

Total Equity And Liabilities (1+2+3)

* Numbers for FY2023 are restated considering acquisition of Plastic division of Mangal Industries

FY23

FY24

FY25

60,070

67,987

171

183

59,900

67,804

73,891

183

73,708

800

635

1,463

1,040

830

4,768

311

268

7,577

2,537

1,417

3

2,670

14,782

79,621

260

751

1,838

906

785

4,540

273

283

8,565

3,614

1,328

-

3,188

17,251

89,778

-

814

2,106

743

996

4,658

1,446

349

10,866

5,106

1,767

1

3,599

23,133

1,01,683

25

Consolidated Financial Charts

REVENUES (INR Mn)

1,17,084

1,28,463

18,000

16,000

14,000

12,000

10,000

8,000

6,000

4,000

2,000

-

34,011

EBITDA (INR Mn) & EBITDA MARGINS (%) 16,585

16,165

14.2%

12.6%

10.7%

3,635

16.00%

14.00%

12.00%

10.00%

8.00%

6.00%

4.00%

2.00%

0.00%

10,000

9,000

8,000

7,000

6,000

5,000

4,000

3,000

2,000

1,000

-

PAT (INR Mn) & PAT MARGINS (%) 9,447

9,344

8.0%

7.4%

4.8% 1,648

9.00%

8.00%

7.00%

6.00%

5.00%

4.00%

3.00%

2.00%

1.00%

0.00%

FY24

FY25

1Q FY26

EBITDA (INR Mn)

EBITDA MARGINS (%)

PAT (INR Mn)

PAT MARGINS (%)

FY24

FY25

1Q FY26

FY24

FY25

1Q FY26

NETWORTH (INR Mn)

60,070

67,987

73,891

2.3

CURRENT RATIO

2.2

1.8

ROCE (%) & ROE (%)

13.8%

14.6%

19.5%

19.2%

13.3%

16.2%

FY23

FY24

FY25

FY23

FY24

FY25

ROCE %

ROE %

FY23

FY24

FY25

26

Standalone Financial Charts

REVENUES (INR Mn)

EBITDA (INR Mn) & EBITDA MARGINS (%)

1,12,603

1,24,049

18,000

16,000

14,000

12,000

10,000

8,000

6,000

4,000

2,000

-

33,499

16,214

16,291

20.00%

10,000

14.4%

13.1%

11.5%

3,867

18.00%

16.00%

14.00%

12.00%

10.00%

8.00%

6.00%

4.00%

2.00%

0.00%

9,000

8,000

7,000

6,000

5,000

4,000

3,000

2,000

1,000

-

PAT (INR Mn) & PAT MARGINS (%) 9,639

9,059

8.0%

7.8%

5.8%

1,940

9.00%

8.00%

7.00%

6.00%

5.00%

4.00%

3.00%

2.00%

1.00%

0.00%

FY24

FY25

1Q FY26

EBITDA (INR Mn)

EBITDA MARGINS (%)

PAT (INR Mn)

PAT MARGINS (%)

FY24

FY25

1Q FY26

FY24

FY25

1Q FY26

NETWORTH (INR Mn)

60,056

67,687

73,783

2.2

CURRENT RATIO

2.1

1.6

FY23

FY24

FY25

FY23

FY24

FY25

ROCE (%) & ROE (%)

13.8%

14.2%

19.5%

18.6%

13.6%

16.6%

FY23

FY24

FY25

ROCE %

ROE %

27

Capital Market Data

NSE: ARE&M | BSE: 500008 | Bloomberg: AMRJ:IN | Reuters: AMAR.NS / AMAR.BO

1 YEAR STOCK PERFORMANCE

20%

0%

-20%

-40%

-60%

Jul-24

Jul-24

Aug-24

Sep-24

Oct-24

Nov-24

Dec-24

Jan-25

Feb-25

Mar-25

Apr-25

May-25

Jun-25

PRICE DATA (AS ON 30th JUNE, 2025)

Face Value

CMP

52 Week H/L

Market Cap (INR Mn)

Shares O/S (Mn)

Avg. Vol. (‘000)

Amara

Sensex

INR

1.00

965.7

1,745.1/805.1

1,76,738.4

183.0

752.9

SHAREHOLDING PATTERN (AS ON 30th JUNE, 2025)

DIIs, 14.00%

Public, 33.75%

FIIs, 19.39%

Promoter, 32.86%

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DISCLAIMER

This presentation by Amara Raja Energy and Mobility Limited (including its subsidiaries) is general background information about the Company’s activities at the date of this presentation. Said information is provided in summary form only and does not purport to be complete, does not contain all the information that is or may be material to investors or potential investors and contents of this presentation should not be considered to be legal, tax, investment or other advice, or a recommendation to investors or potential investors in respect of the holding, purchasing or selling of securities or other financial instruments and does not take into account any investor’s particular objectives, financial situation or needs. By attending the presentation or by reading the presentation slides, you agree to be bound as follows:

This presentation solely for information purposes. This presentation may be amended and supplemented as the Company sees fit, may not be relied upon for the purpose of entering into any transaction and should not be construed as, nor be relied on in connection with, any offer or invitation to purchase or subscribe for, underwrite or otherwise acquire, hold or dispose of any securities of the Company, and shall not be regarded as a recommendation in relation to any such transaction whatsoever.

This presentation and its contents are confidential and proprietary to the Company. No part of it or its subject matter may be reproduced, redistributed, passed on, or the contents otherwise divulged, directly or indirectly, to any other person (excluding the relevant person’s professional advisers) or published in whole or in part for any purpose without the prior written consent of the Company. The communication of this presentation may be restricted by law; it is not intended for distribution to, or use by any person in, any jurisdiction where such distribution or use would be contrary to local law or regulation. The information in this presentation has not been independently verified. No representation or warranty, express or implied, is made as to the fairness, accuracy or completeness of the presentation and the information contained herein and no reliance should be placed on it. Information in this presentation (including market data and statistical information) has been obtained from various sources (including third party sources) and the Company does not guarantee the accuracy or completeness of such information. All projections, valuations and statistical analyses are provided for information purposes only. They may be based on subjective assessments and assumptions and may use one among alternative methodologies that produce different results and to the extent they are based on historical information, any they should not be relied upon as an accurate prediction of future performance.

This presentation contains forward‐looking statements. These statements may include the words “believe”, “expect”, “expected”, “opportunity”, “market expansion”, “commercialization”, “anticipate”, “intend”, “plan”, “growth strategy”, “road map”, “future growth engine”, “estimate”, “will”, “may”, “targeting” and similar expressions as well as statements other than statements of historical facts including, without limitation, those regarding the financial position, business strategy, plans, targets and objectives of the management of the Company for future operations (including development plans and objectives). Such forward‐looking statements involve known and unknown risks, uncertainties and other important factors which may affect the Company's ability to implement and achieve the economic and monetary policies, budgetary plans, fiscal guidelines and other development benchmarks set out in such forward‐looking statements and which may cause actual results, performance or achievements to be materially different from future results, performance or achievements expressed or implied by such forward‐looking statements and are based on numerous assumptions regarding the Company’s present and future policies and plans and the environment in which the Company will operate in the future.

Any financial data in this presentation are solely for your information, as background to the Company and may not be relied upon for the purpose of entering into any transaction whatsoever. 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. All information, opinions and estimates contained herein are given as of the date hereof and are subject to change without notice. The Company, and its Subsidiaries, affiliates, directors, representatives, officers or employees cannot guarantee that the assumptions underlying such forward-looking statements are free from errors, nor do they accept any responsibility for the future accuracy or actual occurrence of any forward-looking statements contained in this document. Company or its Subsidiaries, affiliates, directors, key managerial persons, advisors, representatives, officers or employees accept no responsibility or liability whatsoever, whether arising in tort, contract or otherwise, for any errors or omissions in this presentation/document or for any loss, cost or damage suffered or incurred howsoever arising, directly or indirectly, from any use of this document or its contents, and make no representation or warranty, express or implied, for the contents of this document. Neither the Company nor any other person is under any obligation to update or keep current the information contained herein.

This document is not a prospectus or a statement in lieu of a prospectus or an offering circular or an invitation or an advertisement or an offer document under the Companies Act, 2013, together with the rules and regulations made thereunder, the Securities and Exchange Board of India (Issue of Capital and Disclosure Requirements) Regulations, 2018, as amended, or any other applicable laws and regulations. By accessing this document, you accept that this document and any claims arising out of the use of the information from this document shall be governed by the laws of Republic of India.

Mr. Anuj Sonpal Valorem Advisors Tel: +91-22-4903 9500 Email: amara@valoremadvisors.com Investor Kit Link: http://www.valoremadvisors.com/amara

Tel: +91-40-2313 9000 Email: investorservices@amararaja.com

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THANK YOU

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