ARE&MNSE6 November 2025

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

Amara Raja Energy & Mobility Limited

November 6, 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 November 3, 2025, regarding the Investors’ call on Friday, November 7, 2025, at 5:00 P.M. IST. Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the Earnings Presentation for Q2/H1 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 2 / H 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 181 Bn+(As on Sep 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

~2.8 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

34%+ Institutional Shareholders

(1) As on FY25 end

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 60 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

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

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

14.2%

1,17,084

1,28,463

12.6%

16,585

16,165

10.7%

68,681

7,378

FY24

FY25

H1 FY26

Revenue

EBITDA

EBITDA Margin

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

14.4%

1,12,603

13.1%

1,24,049

11.8%

16,214

16,291

67,381

7,926

FY24

FY25

H1 FY26

Revenue

EBITDA

EBITDA Margin

16.0%

14.0%

12.0%

10.0%

8.0%

6.0%

4.0%

2.0%

0.0%

16.0%

14.0%

12.0%

10.0%

8.0%

6.0%

4.0%

2.0%

0.0%

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

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

Tirupathi & Chittoor- AP

Industrial Industrial

~2.8 Bn Ah

Tirupathi & Chittoor- AP

2 Plastic component plants towards captive consumption

State Of Art Manufacturing Facilities - NEB

Pack Assembly Plant- Stationary- Tirupathi Capacity ~ 1GWh

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

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)

Operational Highlights (LAB) – Q2/H1-FY26

LAB segment grew by ~ 5% during the quarter supported by healthy OEM volumes, while aftermarket demand remained stable

Automotive

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

➢ Lubes crossed Rs. 50 crore revenue during the quarter posting healthy growth

➢ Export volumes remained subdued on account of global trade and tariff uncertainties

Industrial

➢ UPS volumes registered stable growth

➢ Telecom volumes (Lead acid plus Lithium) recorded a positive growth

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

POINTS OF SALE

1,00,000+

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

Automotive- Reaching Out To International Markets

Enhancing brand image and strengthening global supply chain Initiatives through Brand promotions & Expanding Footprint

Dubai - Dealer Meet & Free Battery Health Checkup

Established First International Office in Dubai

Showcased Amaron Hi-Ranger Series at Sydney 4x4 Outdoor Show

Initiatives for Enhancing Retailer connect in Thailand

Launch of Amaron's First Pitstops in Qatar & Morocco

Capex Project Update- Lead Acid Batter y

Battery Recycling Plant at Cheyyar- Tamil Nadu

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 operations commenced in December 2024

Battery breaking expected to commence from Q4- FY26

•

1.5 Mn+ Battery/ Annum Advanced Tubular Manufacturing plant

Plant Redesigned with improved Fire Safety Measures

Commercial production commenced in Q1- FY26, ramping up to

full capacity by Q3- FY26

Operational Highlights (NEB) – Q2/H1-FY26

Business Performance: Q2 revenue of Rs. 170 crore

Mobility

➢ Healthy offtake of EV off board chargers.

➢ AC and DC chargers- Order book crossed 5000 Nos

➢ Commenced Commercial supplies of 3W Battery Packs with LFP Cells

Stationary applications

➢ Telecom volumes crossed 150 MWh during the quarter

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 prior to H1-CY2027 – with 2 GWh capacity based on

NMC Chemistry

Further capacity to be set up in phased manner by FY2030 offering both Chemistries-

NMC and LFP

Offering pilot production run & product optimization to meet customer requirements

To validate industrial scale production & improve quality

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

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 in 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 2 GWh

and solutions

Rendering Views

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 (ARACT)

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

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

Sustainability At Amara Raja

Recognition for our ESG efforts

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

FY 2024

FY 2025

Global CSA

Score: 74

Score: 76

Global ESG

Score: 75

Score: 77

Our ranking in Electrical

Components & Equipment

Sector

FY 2024

FY 2025

#1 in India

#2 in Asia

Pacific

#6 Globally

#5 Globally

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

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

Q2 FY26/H1-FY26 KEY FINANCIAL HIGHLIGHTS

Q2-FY26 FINANCIAL PERFORMANCE-CONSOLIDATED

H1- FY26 FINANCIAL PERFORMANCE - CONSOLIDATED

REVENUE FROM OPERATIONS

INR 34,670 Mn

EBITDA

EBITDA MARGINS

REVENUE FROM OPERATIONS

EBITDA

EBITDA MARGINS

INR 3,743 Mn

10.8%

INR 68,681 Mn

INR 7,378 Mn

10.7%

PAT

PAT MARGINS

DILUTED EPS

PAT

PAT MARGINS

DILUTED EPS

INR 2,765 Mn

8.0%

INR 15.11

INR 4,413 Mn

6.4%

INR 24.11

Q2-FY26 FINANCIAL PERFORMANCE-STANDALONE

H1- FY26 FINANCIAL PERFORMANCE-STANDALONE

REVENUE FROM OPERATIONS

INR 33,882 Mn

EBITDA

EBITDA MARGINS

REVENUE FROM OPERATIONS

EBITDA

EBITDA MARGINS

INR 4,059 Mn

12.0%

INR 67,381 Mn

INR 7,926 Mn

11.8%

PAT

PAT MARGINS

DILUTED EPS

PAT

PAT MARGINS

DILUTED EPS

INR 3,024 Mn

8.9%

INR 16.52

INR 4,964Mn

7.4%

INR 27.12

Q2- FY26 Key Financial highlights- Consolidated

Revenue Split by Segment

LEAD ACID BATT. REVENUES (INR Mn) 32,798

32,970

31,500

GEOGRAPHICAL REVENUE SPLIT (INR Mn)

28,048

30,190

29751

Q2 FY25

Q1 FY26

Q2 FY26

OTHER BUSINESS REVENUES (INR Mn)

1,700

1,007

1,213

4,459

3821

4919

Q2 FY25

Q1 FY26

Q2 FY26

Domestic

Exports

Q2 FY25

Q1 FY26

Q2 FY26

Quarterly Consolidated Financial Performance PARTICULARS (INR Mn)

Q2-FY26

Q2-FY25

Y-O-Y

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)

34,670

30,927

3,743

10.8%

280

1,503

2,430

1,218*

3,648

883

2,765

8.0%

2,791

15.11

32,507

28,180

4,327

13.3%

255

1,275

136

3,171

815

2,356

7.2%

196

2,552

12.87

6.7%

9.8%

(13.5)%

(252) Bps

10.2%

17.9%

(33.8)%

(23.4)%

15.0%

8.2%

17.4%

80 Bps

(86.8%)

9.3%

17.4%

Q1-FY26

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

1.9%

1.8%

2.9%

10 Bps

51.9%

5.7%

(17.4)%

6.2%

59.4%

37.8%

67.8%

320 Bps

70.0%

67.9%

*Exceptional income of INR 1,218 in Q2 FY26 relates to insurance claim on tubular plant/Diluted EPS is after considering the exceptional income

Half Yearly Consolidated Financial Performance PARTICULARS (INR Mn)

H1-FY26

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)

68,681

61,303

7,378

10.7%

465

2,925

199

4,720

1,218*

5,937

1,524

4,413

6.4%

4,433

24.11

H1-FY25

65,138

56,439

8,699

13.3%

551

2,501

231

6,518

1,671

4,847

7.4%

757

5,604

26.48

Y-O-Y

5.4%

8.6%

(15.2)%

(260) Bps

(15.4)%

17.0%

(13.9)%

(27.6)%

(8.9)%

(8.8)%

(9.0)%

(100) Bps

(97.4)%

(20.9)%

(9.0)%

*Exceptional income of INR 1,218 in H1 FY26 relates to insurance claim on TBD plant/Diluted EPS is after considering the exceptional income

Historical Consolidated Income Statement FY24

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)

*Exceptional income of INR 1,218 in H1 FY26 relates to insurance claim pertaining to Tubular plant

1,17,084

1,00,499

16,585

14.2%

1,104

4,843

344

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

H1 FY26

68,681

61,303

7,378

10.7%

465

2,925

199

4,720

1,218*

5,937

1,524

4,413

6.4%

4,433

24.11

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)

FY24

FY25 H1 FY26

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

35,825 4,164 12,009 4,358 374 33

3,523 169 249 62 2,176 62,942

19,484

21,954

25,041

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

2,727 - 13,234 404

179

211 3,737 45,533 1,08,475

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 (iii) Other Financial 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)

FY24

FY25

H1 FY26

67,987

183

67,804

73,891

183

73,708

77,372

183

77,189

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

3,599

23,133

830

306

2,295

934

1,043

5,408

1,887

382

12,816

4,742

2,204

212

3,452

25,695

1,01,683

1,08,475

Consolidated Financial Charts

REVENUES (INR Mn)

EBITDA (INR Mn) & EBITDA MARGINS (%)

1,17,084

1,28,463

16,585

14.2%

16,165

12.6%

68,681

18,000

16,000

14,000

12,000

10,000

8,000

6,000

4,000

2,000

10.7% 7,378

16.0%

14.0%

12.0%

10.0%

10,000

9,000

8,000

7,000

6,000

8.0%

5,000

6.0%

4.0%

2.0%

0.0%

4,000

3,000

2,000

1,000

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

9,344

8.0%

7.4%

6.4%

4,413

9.0%

8.0%

7.0%

6.0%

5.0%

4.0%

3.0%

2.0%

1.0%

0.0%

FY24

FY25

H1 FY26

EBITDA (INR Mn)

EBITDA MARGINS (%)

PAT (INR Mn)

PAT MARGINS (%)

FY24

FY25

H1 FY26

FY24

FY25

H1 FY26

NETWORTH (INR Mn)

77,372

73,891

2.2

67,987

1.8

CURRENT RATIO

ROCE (%) & ROE (%)

13.8%

14.6%

19.5%

19.2%

13.3%

16.2%

FY23

FY24

FY25

FY24

FY25

H1 FY26

FY24

FY25

H1 FY26

ROCE %

ROE %

Standalone Financial Charts

REVENUES (INR Mn)

EBITDA (INR Mn) & EBITDA MARGINS (%)

1,12,603

1,24,049

16,214

14.4%

16,291

13.1%

67,381

18,000

16,000

14,000

12,000

10,000

8,000

6,000

4,000

2,000

11.8%

7,926

10,000

8,000

6,000

4,000

2,000

16.0%

14.0%

12.0%

10.0%

8.0%

6.0%

4.0%

2.0%

0.0%

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

9,059

8.0%

7.8%

7.4%

4,964

11.0%

10.0%

9.0%

8.0%

7.0%

6.0%

5.0%

4.0%

3.0%

2.0%

1.0%

0.0%

FY24

FY25

H1 FY26

EBITDA (INR Mn)

EBITDA MARGINS (%)

PAT (INR Mn)

PAT MARGINS (%)

FY24

FY25

H1 FY26

FY24

FY25

H1 FY26

NETWORTH (INR Mn)

CURRENT RATIO

13.8%

ROCE (%) & ROE (%) 14.2%

77,816

2.1

73,783

1.6

19.5%

18.6%

13.6%

16.6%

67,687

FY24

FY25

H1 FY26

FY24

FY25

H1 FY26

FY23

FY24

FY25

ROCE %

ROE %

Capital Market Data

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

1 YEAR STOCK PERFORMANCE

-20%

-40%

Oct-24

Nov-24

Dec-24

Jan-25

Feb-25

Mar-25

Apr-25

May-25

Jun-25

Jul-25

Aug-25

Sep-25

PRICE DATA (AS ON 30th SEPTEMBER, 2025)

Face Value

CMP

52 Week H/L

Market Cap (INR Mn)

Shares O/S (Mn)

Avg. Vol. (‘000)

Amara

Sensex

INR

1.0

989.3

1,443.9/805.1

1,81,057.8

183.0

685.5

SHAREHOLDING PATTERN (AS ON 30th SEPTEMBER, 2025)

DIIs, 16.23%

Public, 32.94%

Promoter, 32.86%

FIIs, 17.97%

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

THANK YOU

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