Amara Raja Energy & Mobility Limited

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view Segments, Products, Manufacturing capability Lead Acid Business Business outlook, Growth drivers, Distribution network, Branding New Energy Business Business outlook, Growth drivers, R&D capabilit

INR 123

SINESS OPERATIONS FINANCIALS 4 decades of experience 14 Manufacturing Facilities Market Cap ~ INR 123 Bn+(As on Mar 31, 2026) Leading Automotive Battery Brand ~70 Million units annualized Capacity f

70 Million

ring Facilities Market Cap ~ INR 123 Bn+(As on Mar 31, 2026) Leading Automotive Battery Brand ~70 Million units annualized Capacity for Automotive batteries Minimal debt in the books Market Leader in Te

2.4 Billion

tomotive batteries Minimal debt in the books Market Leader in Telecom and Data Centre Industry ~2.4 Billion AH - Total Industrial batteries capacity 10-year Revenue CAGR ~10% Strong Brand recall Exportin

10%

Data Centre Industry ~2.4 Billion AH - Total Industrial batteries capacity 10-year Revenue CAGR ~10% Strong Brand recall Exporting to 70+ Countries ~12% ROCE (1) First AGM battery manufacturer fo

12%

al batteries capacity 10-year Revenue CAGR ~10% Strong Brand recall Exporting to 70+ Countries ~12% ROCE (1) First AGM battery manufacturer for 2W ~12,000 employees First VRLA battery manufact

12X

1) First AGM battery manufacturer for 2W ~12,000 employees First VRLA battery manufacturer 12X Water positive & reduced intensity of Scope 1&2 emissions by 36.8% in FY26 over FY22 base line A

36.8%

irst VRLA battery manufacturer 12X Water positive & reduced intensity of Scope 1&2 emissions by 36.8% in FY26 over FY22 base line AA+ Credit Rating by CRISIL Rank 1 in S&P Global ESG rating in respe

34%

line AA+ Credit Rating by CRISIL Rank 1 in S&P Global ESG rating in respective sector in India 34%+ Institutional Shareholders (1) As on FY26 end at consolidated level 3 Overview  Amara Raja En

INR 95

r 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. Expanded into lubricants business with ‘Amaron Hi-l

14.2%

- 1,60,000 1,40,000 1,20,000 1,00,000 80,000 60,000 40,000 20,000 - 1,17,084 14.2% 1,28,463 12.6% 1,38,140 10.8% 16,585 16,165 14,971 FY24 FY25 FY26 Revenue EBITDA

12.6%

,40,000 1,20,000 1,00,000 80,000 60,000 40,000 20,000 - 1,17,084 14.2% 1,28,463 12.6% 1,38,140 10.8% 16,585 16,165 14,971 FY24 FY25 FY26 Revenue EBITDA EBITDA Margin STA

“Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the Earnings Presentation for Q4FY26/FY26.”

“Q4 & FY26- Financial Highlights Revenue, margins & Key metrics Business Overview Segments, Products, Manufacturing capability Lead Acid Business Business outlook, Growth drivers, Distribution network, Branding New Energy Business Business outlook, Growth drivers, R&D capabilities, way forward Growth Strategy Roadmap, new initiatives.”

“by FY2031 Applications • ARE&M* is setting up plant with capacity of Grid applications Commercial & Industrial 5 GWh Start of Production- Q4 FY2027 Capex Outlay- ₹280 crores *Will be set up by Amara Raja Advanced Cell Technologies- Wholly owned subsidiary of ARE&M 37 New Energy Business going forward….”

“E-hub for R&D in New Energy (ARACT) Sustainable sourcing and circularity • Lead recycling facility (ARCSPL) commenced operations in FY25 • ~88% of lead and lead alloys from recycled sources • Covered 75%+ domestic and international suppliers by value for supplier engagement, capability building, target setting & assessments 45 Sustainability At Amara Raja People and Community • 17 internal and 5 external training programs conducted against AR Sustainability Training calendar.”

“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.”

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ARCSPL

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ARBME

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ARACT

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ARPSL

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Refinery Capacity

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Growing Demand

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Host of other valuable benefits

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Dealer Collections Solution Program

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Pack Assembly plant

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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 May 21, 2026, regarding the Earnings call on Tuesday, May 26, 2026, at 4:30 P.M. IST. Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the Earnings Presentation for Q4FY26/FY26. This is for your kind information and record. Thank You For Amara Raja Energy & Mobility Limited Vikas Sabharwal Company Secretary & General Counsel 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 ) I N V E S TO R P R E S E N TAT I O N M a y 2 0 2 6 I n v e s t o r P r e s e n t a t i o n Contents A clear walk-through of where we are, what we’ve built, and the growth ahead A m a r a R a j a E n e r g y & M o b i l i t y L i m i t e d

ARCSPL

o o Incorporated in 2022 to promote circular economy Eventual capacity of 150,000 MT/ P.A towards lead recycling in Tamil Nadu

ARBME

o Marketing arm for lead acid batteries catering to Middle East geography o Incorporated in 2022 to revolutionize the way we handle waste and promote sustainable practices. New Energy Business

ARPSL

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 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 in FY24 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 Lead Recycling plant Lead recycling facility, showcasing commitment to the circular economy AUTOMOTIVE | INDUSTRIAL • Li Cell and Pack Manufacturing • EV Charging Products • Energy Storage Solutions • Devel

Refinery Capacity

150,000 MT/annum Ambition to provide Cradle-to-Cradle solutions, Recycling Plant located at Cheyyar Current Capacity : 100,000 MT/annum Eventual Capacity : 150,000 MT/annum 19 Awards And Customer Recognitions Amara Raja was honoured with Excellence in Delivery award by Daimler India Amara Raja’s ISBU division won the ESG pathfinder award in supplier category by Indus Towers Amara Raja ranked among top 25 Manufacturing Workplaces by Great Place to Work Best Quality Award at Suzuki's Supplier Meet- highlighting excellence across Quality, Delivery, and Relationship Building. Bags 13 Gold Awards at International Convention on Quality Control Circles (ICQCC), 2025 held in Taiwan 20 Lead Acid Batteries Lead Acid Battery - Business Outlook INDIAN LEAD-ACID BATTERY MARKET (USD Bn)  India’s Lead acid battery market is projected to reach USD 6.2 billion by FY2031 with a CAGR 5.0 6.2 of ~ 4.2%  Global Lead acid battery market is projected to reach USD 64.2 billion by FY2031 with a CAGR of ~ 4.4

Growing Demand

 Rise in middle class income, gender diversity and young population resulting in growing demand for PV  Aftermarket demand for Lead Acid Battery is expected to remain resilient supported by a large vehicle parc  Demand from commercial vehicles to increase driven by increased infrastructure activity Policy Support to the Automotive 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  Original Equipment Manufacturers (OEM’s) are introducing instant loan products for enabling the the Supports company’s approach to reduced carbon emissions and green energy initiatives tech savvy customers Home Energy  Increase in demand from semi- urban and rural areas  PM Surya Ghar Yojana expected to drive demand for residential rooftop solar solution  Growing importance of uninterrupted work from home setups 24 Automotive- Domestic Distribution Network Increasing the pr