ARE&MNSEQ1 FY26August 15, 2025

Amara Raja Energy & Mobility Limited

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Key numbers — 40 extracted
INR 176
SINESS 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 fo
66 Million
uring 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 Te
3 Billion
tomotive 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 Exportin
12%
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 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 ~11,000+ employees First VRLA battery manufac
12X
) 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+ C
19%
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 CRISI
INR 95
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
14.2%
ewable 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
12.6%
d 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 STA
10.7%
OLIDATED 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) &
14.4%
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 80,0
Guidance — 2 items
Giga cell plant
opening
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.
Giga cell plant
opening
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.
Speaking time
Host of other valuable benefits
1
ENGAGING CUSTOMERS
1
Pack Assembly plant
1
Giga cell plant
1
Opening remarks
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 exp
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 Capab
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