Amara Raja Energy & Mobility Ltd · NSE:ARE&M
Amara Raja Energy & Mobility — Q2 FY2027 Earnings Presentation
37 slides from Amara Raja Energy & Mobility's earnings presentation, Nov 2, 2026
Slide 1: Regulation 30 intimation to stock exchanges
November 02, 2026 National Stock Exchange of India Limited BSE Limited Listing Compliance Department Corporate Relations Department “Exchange Plaza” Phiroze Jeejeebhoy Towers Bandra – Kurla Complex Dalal Street, Fort Bandra East, Mumbai – 400 051 Mumbai – 400 001 NSE Symbol: ARE&M BSE SCRIP CODE: 50
Slide 2: Earnings Presentation Q2/H1-FY 2027
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 (formerly Known as Amara Raja Batteries Limited) E A R N I N G S P R E S E N TAT I O N Q2/H1-FY 2027
Slide 3: Contents
Investor Presentation Contents 01 Company Snapshot Business model, Operations, and Financials. 02 Business Overview Segments, Products, Manufacturing capability 03 Operational Highlights Quarterly highlights A clear walk-through of where we 04 Lead Acid Business- LAB are, what we’ve built, and the D
Slide 4: Snapshot
Snapshot BUSINESS OPERATIONS FINANCIALS Market Cap ~ INR 138bn+ (As on 4 decades of experience 14 Manufacturing Facilities Sep 30, 2026) ~70 Million units annualized Leading Automotive Battery Brand Modest debt in the books Capacity for Automotive batteries Market Leader in Telecom and ~2.4 Billion
Slide 5: Overview
Overview Amara Raja Energy & Mobility Limited, (ARE&M), formerly known as Amara Raja CONSOLIDATED INCOME (INR Mn) & EBITDA MARGINS(%) Batteries Limited, is one of the largest manufacturers of lead-acid batteries in 1,38,140 1,60,000 1,28,463 14.0% 1,40,000 India. 12.0% 12.6% 1,20,000 10.0% Name
Slide 6: Operations At A Glance
Operations At A Glance LEAD ACID BATTERIES AUTOMOTIVE | INDUSTRIAL Lead Recycling plant • Li Cell and Pack Manufacturing AUTOMOTIVE • EV Charging Products • Applications – 2W, 3W, 4W & CV’s • Energy Storage Solutions • First AGM battery manufacturer for 2W • Developed India’s First 21700 Cylindrical
Slide 7: State-of-the-Art Manufacturing Facilities- LAB
State-of-the-Art Manufacturing Facilities- LAB KARAKAMBADI PLANTS AMARA RAJA GROWTH CORRIDOR CHEYYAR PLANT 4W Battery Two 4W Plants & one 2W Plant Battery Recycling Plant LVRLA Battery MVRLA Battery 2W Battery Tubular Plant SEGMENTS ANNUALISED CAPACITY LOCATION Automotive ~70 Mn Tirupathi & Chittoor
Slide 8: State-of-the-Art Manufacturing Facilities - NEB
State-of-the-Art Manufacturing Facilities - NEB Assembly Plant- AC/DC Chargers- Pack Assembly Plant- 4 GWh- Divitipally Tirupathi Telecom battery 3W Battery 2W Battery 7.4KW Type-1 AC 180KW DC Fast Chargers 7
Slide 9: Marquee OEM Clientele
Marquee OEM Clientele Lead Acid Business- LAB New Energy Business- NEB* Automotive Industrial Mobility & Stationary *New Energy Business- Other than Lead acid batteries(including lithium-ion batteries) 8
Slide 10: Operational Highlights – Q2- FY27
Operational Highlights – Q2- FY27 Lead-Acid Business Sustained double-digit growth momentum in OEM across 4W & 2W volumes Strengthened market share in Home Energy supported by distribution/brand reach Domestic aftermarket volumes registered modest growth during the quarter Industrial UPS reg
Slide 11: Lead Acid Business
aN ())) AMARA RAJA Lead Acid Business
Slide 12: Automotive- Domestic Network & Customer Engagement
Automotive- Domestic Network & Customer Engagement Increasing the presence through Amaron franchise network Digital initiatives to enhance Customer Experience Go Paperless with new AMARON KONNECT APP JAM DISTRIBUTION POINTS ZRK HAR DEL RUD GUR GZB LKN SIL GAU JAI VAR PAT AMD MAND RAN JMD KOL Digital
Slide 13: Digital Transformation
Digital Transformation Channel Digitalization Partner Enablement Enterprise Transformation Dealer Collections Solution Program: Digital Ecosystem for Lubes: Data Analytics: Bundled payment Gateway, end to end platform Quick & seamless reward Unified pant and streamlining dealer collection progra
Slide 14: Automotive- Reaching Out To International Markets
Automotive- Reaching Out To International Markets Enhancing brand image and strengthening global supply chain Initiatives through Brand promotions & Expanding Footprint Amaron Branding on Delivery Vans and Taxis, Dubai & Greece Automechanika Frankfurt 2026 Kuala Lumpur- International (Germany) Mobil
Slide 15: State-of-the-Art Recycling Plant- Lead Acid batteries
State-of-the-Art Recycling Plant- Lead Acid batteries Circular Solution Refining Capacities Refinery Capacity : 150,000 MT/annum Ambition to provide Cradle-to-Cradle Current Capacity : 100,000 MT/annum solutions, Recycling Plant located at Cheyyar Eventual Capacity : 150,000 MT/annum 14
Slide 16: New Energy Business
aN ())) AMARA RAJA New Energy Business
Slide 17: New Energy Business going Forward..
New Energy Business going Forward.. Focus on Pack business and build state of the art manufacturing facilities…. Scale pack business by entering into new mobility applications and Pack Assembly plant building sustainable customer base Total Pack assembly capacity of 9 GWh Divitipally GIGA 1 ex
Slide 18: State-of-the-Art R&D and Qualification Facilities
State-of-the-Art R&D and Qualification Facilities E-POSITIVE LAB Customer Qualification Plant- CQP 01 / Talent Engineers & Scientists Facility 100+ Experienced work force for material/new chemistry development State-of-the-art centre for manufacturing innovation and & product development customer
Slide 19: Strategic Initiatives - Amaron Assist
S t rat eg i c I n i t i at i ve s - A m a ro n A s s i s t
Slide 20: Amaron Assist- Workshop at your Doorstep
Amaron Assist- Workshop at your Doorstep Pilot programme launched in Hyderabad in Q1 FY27 D2C doorstep automotive service platform Supports seamless booking via Amaron Assist platform Strong initial traction observed Potential for wider geographic expansion Car Servicing & Repair Instant B
Slide 21: Multi-City Scale-Up and Establishing New Subsidiary
Multi-City Scale-Up and Establishing New Subsidiary Hyderabad selected as pilot city Multi-City Expansion, New Subsidiary Expanding into multiple cities Leveraging insights from the pilot Distributed - Residential-commercial density Limited at-home services penetration- whitespace Incorporatio
Slide 22: ESG
aN ())) AMARA RAJA ESG
Slide 23: Sustainability At Amara Raja
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 • 21.82% Renewable energy share with captive renewable at 67 MW • Reduced intensity of Scope 1&2 emissions by 37% from FY22 Water Manage
Slide 24: Sustainability At Amara Raja
Sustainability At Amara Raja People and Community • 17 internal and 5 external training programs conducted against AR Sustainability Training calendar. • Recognized as Best Place to Work awards from the Great Place to Work Institute • Safety by Design in our state-of-the-art manufacturing & maintain
Slide 25: Sustainability At Amara Raja
Sustainability At Amara Raja Ratings received by ARE&M Recognition of our ESG efforts Achieved ‘Silver Medal’ in sustainability Maintained ‘B’ Rating for CDP climate assessment. ARE&M is now among the disclosure & obtained ‘A-’ rating for maiden top 15% of companies assessed globally water disclosur
Slide 26: Financial Highlights
aN ())) AMARA RAJA FINANCIAL HIGHLIGHTS
Slide 27: Q2/H1-FY27 Key Financial Highlights
Q2/H1-FY27 KEY FINANCIAL HIGHLIGHTS Q2-FY27 FINANCIAL H1-FY27 FINANCIAL PERFORMANCE-CONSOLIDATED PERFORMANCE-CONSOLIDATED REVENUE FROM EBITDA EBITDA MARGINS REVENUE FROM EBITDA EBITDA MARGINS OPERATIONS OPERATIONS INR 41,087 Mn INR 3,616 Mn 8.8% INR 83,233 Mn INR 7,675 Mn 9.2% PAT PAT MARGINS DILUTE
Slide 28: Q2-FY27 Key Financial highlights- Consolidated
Q2- FY27 Key Financial highlights- Consolidated- INR MN Revenue Split By Segments Consolidated Revenue 45,000 5% 6% 2,093 2,325 40,000 42,145 5% 45,000 41,087 35,000 30,000 1,700 40,000 95% 94% 25,000 34,670 95% 40,052 20,000 38,763 32,970 35,000 15,000 10,000 30,000 5,000 - 25,000 Q2 FY26 Q1 FY27 Q
Slide 29: Quarterly Consolidated Financial Performance
Quarterly Consolidated Financial Performance PARTICULARS (INR Mn) Q2-FY27 Q2-FY26 Y-O-Y Q1-FY27 Q-O-Q Operational Revenue 41,087 34,670 18.5% 42,145 (2.5%) Total Expenses 37,471 30,927 21.2% 38,086 (1.6%) EBITDA 3,616 3,743 (3.4%) 4,059 (10.9%) EBITDA Margins (%) 8.8% 10.8% (200) bps 9.6% (83) Bps O
Slide 30: Half Yearly Consolidated Financial Performance
Half Yearly Consolidated Financial Performance PARTICULARS (INR Mn) H1-FY27 H1-FY26 YoY Operational Revenue 83,233 68,681 21.2% Total Expenses 75,558 61,303 23.3% EBITDA 7,675 7,378 4.0% EBITDA Margins (%) 9.2% 10.7% (152) bps Other Income 422 465 (9.2)% Depreciation 3,199 2,925 9.4% Finance Cost 26
Slide 31: Historical Consolidated Income Statement
Historical Consolidated Income Statement PARTICULARS (INR Mn) FY25 FY26 H1-FY27 Operational Revenue 1,28,463 1,38,140 83,233 Total Expenses 1,12,299 1,23,169 75,558 EBITDA 16,165 14,971 7,675 EBITDA Margins (%) 12.6% 10.8% 9.2% Other Income 1,156 1,062 422 Depreciation 5,257 6,072 3,199 Finance Cost
Slide 32: Consolidated Balance Sheet
Consolidated Balance Sheet PARTICULARS (INR Mn) FY25 FY26 H1-FY27 PARTICULARS (INR Mn) FY25 FY26 H1-FY27 Assets Equity And Liabilities (1) Non-Current Assets (1) Equity 73,891 80,990 83,453 (A) Property, Plant And Equipment 31,164 37,695 41,720 (A) Equity Share Capital 183 183 183 (B) Right Of Use A
Slide 33: Consolidated Financial Charts
Consolidated Financial Charts REVENUES (INR Mn) EBITDA (INR Mn) & EBITDA MARGINS (%) PAT (INR Mn) & PAT MARGINS (%) 1,38,140 9,447 1,28,463 18,000 16,165 10,000 8,958 10.0% 14,971 14.0% 9,000 16,000 8.0% 12.0% 8,000 12.6% 14,000 7,000 7.4% 6.0% 83,233 10.8% 6.5% 10.0% 12,000 9.2% 6,000 4.1% 4.0% 7,6
Slide 34: Standalone Financial Charts
Standalone Financial Charts REVENUES (INR Mn) EBITDA (INR Mn) & EBITDA MARGINS (%) PAT (INR Mn) & PAT MARGINS (%) 1,35,489 9,639 9,704 16,291 10.0% 1,24,049 15,442 18,000 10,000 14.0% 9.0% 16,000 8.0% 13.1% 7.8% 12.0% 7.0% 8,000 7.2% 14,000 6.0% 78,847 11.4% 10.1% 10.0% 12,000 5.0% 5.0% 7,936 6,000
Slide 35: Capital Market Data
Capital Market Data NSE: ARE&M | BSE: 500008 | Bloomberg: AMRJ:IN | Reuters: AMAR.NS / AMAR.BO 1 YEAR STOCK PERFORMANCE 20% 0% -20% -40% Oct-25 Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Apr-26 May-26 Jun-26 Jul-26 Aug-26 Sep-26 Return- AREML SHAREHOLDING PATTERN PRICE DATA (AS ON 30TH SEPTEMBER, 202
Slide 36: Disclaimer
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 conta
Slide 37: Thank You
aN ())) AMARA RAJA THANK YOU
Amara Raja Energy & Mobility — Q2 FY2027 Earnings Presentation on 6ix