Amara Raja Energy & Mobility Ltd · NSE:ARE&M
Amara Raja Energy & Mobility — Q1 FY2027 Earnings Presentation
33 slides from Amara Raja Energy & Mobility's earnings presentation, Aug 10, 2026
Slide 1: Regulation 30 intimation letter to exchanges
August 10, 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: 5000
Slide 2: Investor Presentation August 2026
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) I N V E S TO R P R E S E N TAT I O N August 2026
Slide 3: Contents
Investor Presentation Contents 01 02 Company Snapshot Business model, Operations, and Financials. Business Overview Segments, Products, Manufacturing capability A clear walk-through of where we 03 Operational Highlights Quarterly Financial highlights are, what we’ve built, and the 04 Lead Acid Busin
Slide 4: Snapshot
Snapshot BUSINESS OPERATIONS FINANCIALS Market Cap ~ INR 154 Bn+(As on 4 decades of experience 15 Manufacturing Facilities Jun 30, 2026) ~70 Million units annualized Leading Automotive Battery Brand Minimal 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 1,60,000 1,38,140 14.0% 1,28,463 India. 1,40,000 12.0% 1,20,000 12.6% 10.0% 10.8% N
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 Art Manufacturing Facilities- LAB
State Of 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- AP
Slide 8: State Of Art Manufacturing Facilities - NEB
State Of Art Manufacturing Facilities - NEB Pack Assembly Plant- Stationary- Pack Assembly Plant- Mobility- Assembly Plant- AC/DC Chargers- Divitipally Divitipally Tirupathi Capacity ~ 1.2 GWh Capacity ~ 1.5 GWh 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 – Q1-FY27
Operational Highlights – Q1- FY27 Lead-Acid Business Sustained double-digit growth momentum in OEM across 4W & 2W volumes Strengthened market share in Home Energy supported by strong summer season Domestic aftermarket volumes registered double-digit growth during the quarter Industrial UPS r
Slide 11: 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 12: 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 13: Pilot Initiative: Amaron Assist- Workshop at your Doorstep
Pilot Initiative: 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
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 at Kuala Lumpur International Mobility Show,2026 Launch of Amaron Hi-Life Lubes in Kuwait Expanding Kuwait presence through
Slide 15: State of Art Recycling Plant- Lead Acid batteries
State of 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 going Forward..
New Energy Business going Forward.. Focus on Pack business and build state of art manufacturing facilities…. • Scale pack business by entering into new mobility applications and building sustainable Pack Assembly plant: customer base Divitipally • Fully operational 1.5 GWh pack capacity to cater to
Slide 17: Inauguration of Customer Qualification Plant- 15th July 2026
Inauguration of Customer Qualification Plant- 15th July 2026 State-of-the-art centre for manufacturing innovation and customer qualification Multi-chemistry, multi-form factor pilot facility Pilot production run & product optimization to meet customer requirements Enabling validation of proc
Slide 18: BESS Giga Factory & E+ve Research Lab
BESS Giga Factory & E+ve Research Lab E-POSITIVE LAB BESS GIGA FACTORY Under Construction Rendering View Engineers & Scientists FY26 FY31 01 / Talent India’s BESS markets 25GWh- 30GWh 100+ Experienced work force for expected to be >25GWh material/new chemistry development p.a. by FY2031 & product
Slide 19: Capex Project Update- New Energy Business
Capex Project Update- New Energy Business BESS Giga Facility- Divitipally Giga-Cell Factory- Divitipally E-Hub, Hyderabad Current Views/Pictures • Supporting both Grid and C&I Applications • Phase 1 (2 GWh) to commence in Q2-CY27 • Expected to commence operation in Q2-FY27 • Expected to commence ope
Slide 20: ESG
aN ())) AMARA RAJA ESG
Slide 21: 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 22: Sustainability At Amara Raja
Sustainability At Amara Raja People and Community • 17 internal and 5 external training programs conducted against AR Sustainability Training calendar. • ~8,900 employees underwent Defensive Driving Training (DDT) • Recognized as Best Place to Work awards from the Great Place to Work Institute • Saf
Slide 23: Sustainability At Amara Raja
Sustainability At Amara Raja Ratings received by ARE&M Recognition of our ESG efforts Maintained ‘B’ Rating for CDP climate Maintained ‘Bronze Medal’ in disclosure & obtained ‘A-’ rating for maiden sustainability assessment water disclosure Achieved S&P Global Corporate Sustainability Awarded the pr
Slide 24: Financial Overview
aN ())) AMARA RAJA FINANCIAL OVERVIEW
Slide 25: Q1 FY27 Key Financial Highlights
Q1 FY27 KEY FINANCIAL HIGHLIGHTS Q1-FY27 FINANCIAL Q1-FY27 FINANCIAL PERFORMANCE-CONSOLIDATED PERFORMANCE-STANDALONE REVENUE FROM REVENUE FROM EBITDA EBITDA MARGINS EBITDA EBITDA MARGINS OPERATIONS OPERATIONS INR 42,145 Mn INR 4,059 Mn 9.6% INR 40,414 Mn INR 4,074 Mn 10.1% PAT PAT MARGINS DILUTED EP
Slide 26: Quarterly Consolidated Financial Performance
Quarterly Consolidated Financial Performance PARTICULARS (INR Mn) Q1-FY27 Q1-FY26 Y-O-Y Q4-FY26 Q-O-Q Operational Revenue 42,145 34,011 23.9% 35,357 19.2% Total Expenses 38,086 30,376 25.4% 31,502 20.9% EBITDA 4,059 3,635 11.7% 3,855 5.3% EBITDA Margins (%) 9.6% 10.7% (106) bps 10.9% (127) bps Other
Slide 27: Historical Consolidated Income Statement
Historical Consolidated Income Statement PARTICULARS (INR Mn) FY25 FY26 Q1 FY27 Operational Revenue 1,28,463 1,38,140 42,145 Total Expenses 1,12,299 1,23,169 38,086 EBITDA 16,165 14,971 4,059 EBITDA Margins (%) 12.6% 10.8% 9.6% Other Income 1,156 1,062 195 Depreciation 5,257 6,072 1,589 Finance Cost
Slide 28: Consolidated Balance Sheet
Consolidated Balance Sheet PARTICULARS (INR Mn) FY24 FY25 FY26 PARTICULARS (INR Mn) FY24 FY25 FY26 Assets Equity And Liabilities (1) Non-Current Assets (1) Equity 67,987 73,891 80,990 (A) Property, Plant And Equipment 29,095 31,164 37,695 (A) Equity Share Capital 183 183 183 (B) Right Of Use Asset 4
Slide 29: Consolidated Financial Charts
Consolidated Financial Charts REVENUES (INR Mn) EBITDA (INR Mn) & EBITDA MARGINS (%) PAT (INR Mn) & PAT MARGINS (%) 1,38,140 9,447 16,165 10,000 8,958 9.5% 1,28,463 18,000 14,971 14.0% 9,000 8.5% 16,000 10.8% 9.6% 12.0% 8,000 7.5% 12.6% 14,000 7.4% 7,000 6.5% 4.5% 10.0% 12,000 6.5% 6,000 5.5% 10,000
Slide 30: Standalone Financial Charts
Standalone Financial Charts REVENUES (INR Mn) EBITDA (INR Mn) & EBITDA MARGINS (%) PAT (INR Mn) & PAT MARGINS (%) 9,639 9,704 16,291 15,442 10.0% 1,35,489 18,000 10,000 1,24,049 9.0% 15.0% 16,000 8.0% 14,000 8,000 11.4% 7.8% 13.0% 7.0% 13.1% 7.2% 12,000 10.1% 5.0% 6.0% 6,000 10,000 11.0% 5.0% 8,000
Slide 31: 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% Jul-25 Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Apr-26 May-26 Jun-26 Amara Sensex PRICE DATA (AS ON 30TH JUNE, 2026) INR SHAREHOLDING PATTERN
Slide 32: 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 33: Thank You
aN ())) AMARA RAJA THANK YOU
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