ARE&MNSENovember 6, 2025

Amara Raja Energy & Mobility Limited

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Key numbers — 40 extracted
INR 181
SINESS 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 f
66 Million
ring 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 Te
2.8 Billion
tomotive 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 Exportin
12%
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 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
34%
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 2 Overview ▪ Amara Raja Energy & Mobility Limite
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%
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 Revenu
12.6%
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 STA
10.7%
OLIDATED 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) &
Guidance — 3 items
ENGAGING CUSTOMERS
opening
➢ 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 12 New Energy Business going forward….
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
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ENGAGING CUSTOMERS
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Pack Assembly plant
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Giga cell plant
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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 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 10 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-
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 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 en
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