Amara Raja Energy & Mobility Ltd · NSE:ARE&M
Amara Raja Energy & Mobility — Q1 FY2026 Earnings Presentation
31 slides from Amara Raja Energy & Mobility's earnings presentation, Aug 15, 2025
Slide 1: Regulation 30 intimation letter to exchanges
August 15, 2025 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: Earning Presentation Q1-FY 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) E A R N I N G P R E S E N TAT I O N Q1- FY 2026
Slide 3: Snapshot
Snapshot BUSINESS OPERATIONS FINANCIALS Market Cap ~ INR 176 Bn+(As on 4 decades of experience 14 Manufacturing Facilities Jun 30, 2025 ~66 Million units annualized Leading Automotive Battery Brand Minimal debt in the books Capacity for Automotive batteries Market Leader in Telecom and ~3 Billion AH
Slide 4: 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 1,40,000 1,28,463 16.00% 1,17,084 India. 1,20,000 14.00% 1,00,000 14.2% 12.00% ▪ Na
Slide 5: 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 6: 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 ~66 Mn units Tirupathi & Chitto
Slide 7: 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- Tirupathi Divitipally Tirupathi Capacity ~ 1 GWh Capacity ~ 1.5 GWh Telecom battery 3W Battery 2W Battery 7.4KW Type-1 AC 180KW DC Fast Chargers 6
Slide 8: Marquee OEM Clientele
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) 7
Slide 9: Operational Highlights (LAB) – Q1-FY26
Operational Highlights (LAB) – Q1-FY26 Automotive ➢ OEM volumes have registered robust growth in both 2W segment & 4W segment ➢ After market – 4W volumes registered moderate growth in volumes during Q1- FY26 on Y-O-Y basis ➢ Other Applications- Uptick in volumes in Lubes during the quarter. HUPS and
Slide 10: Automotive- Domestic Distribution Network
Automotive- Domestic Distribution Network Increasing the presence through Amaron franchise network Digital initiatives to enhance the experience for esteemed partners Go Paperless with new AMARON KONNECT APP Lubes JAM DISTRIBUTION POINTS ZRK HAR RUD GUR DEL GZB JAI LKN SIL VAR PAT GAU Quick & seamle
Slide 11: Automotive- Reaching Out To International Markets
Automotive- Reaching Out To International Markets Enhancing brand image and strengthening global supply chain Initiatives through dealer meets and Brand promotion Dubai - Dealer Meet & Free Battery Health Checkup Product Training Thailand- Introduced 2nd Pitstop & Initiatives for Enhancing Retailer
Slide 12: Capex Project Update- Lead Acid Battery
Capex Project Update- Lead Acid Batter y Battery Recycling Plant at Cheyyar- TN Tubular Battery Plant at ARGC- Chittoor • 1.5 Lac MTPA (Phase I and Phase II) State-of-the-art Advanced • 1.5 Mn+ Battery/ Annum Advanced Tubular Manufacturing plant Green field Lead Acid Battery Recycling plant • Plant
Slide 13: Operational Highlights (NEB) – Q1 FY26
Operational Highlights (NEB) – Q1 FY26 Business Performance Mobility ➢ Continue to gain momentum in EV off board charger segment post completion of Localization of Portable EV chargers for 2W and 3W electric Vehicles ➢ Commercialized LFP packs for 3W segment during the quarter ➢ Focused approach to
Slide 14: 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 Tirupathi & Divitipally • Fully operational 1.5 GWh pack capacity
Slide 15: Focus On R&D For Innovative Technologies
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 Development of innovative with advanced clean energy storage laboratories and test
Slide 16: Capex Project Update- New Energy Business
Capex Project Update- New Energy Business Customer Qualification Plant- Divitipally Giga-Cell Factory- Divitipally E-Hub, Hyderabad • Foundation stone laid on August 10, 2024 • Foundation stone laid on March 2, 2025 • Expected to commence operation in Q3/Q4-FY26 • Operations expected to commence: Q3
Slide 17: ESG
aN ())) AMARA RAJA ESG
Slide 18: 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 • Reduced intensity of Scope 1&2 emissions by 43% over FY22. • 27.6% Renewable energy share with captive renewable at 66.9 MW Water Mana
Slide 19: Sustainability At Amara Raja
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 statu
Slide 20: Sustainability At Amara Raja
Sustainability At Amara Raja Recognition for our ESG efforts Recognition of ESG Efforts Resilient category CAP 2.0˚ Maintained ‘B’ CDP rating for Climate Awards 2024 in the Energy, Change (FY25) Mining & Heavy Manufacturing sector Improved our score by S&P Global Corporate ICAI Sustainability Sustai
Slide 21: Financial Highlights
aN ())) AMARA RAJA FINANCIAL HIGHLIGHTS
Slide 22: Q1 FY26 Key Financial Highlights
Q1 FY26 KEY FINANCIAL HIGHLIGHTS Q1-FY26 FINANCIAL Q1-FY26 FINANCIAL PERFORMANCE-CONSOLIDATED PERFORMANCE-STANDALONE REVENUE FROM REVENUE FROM EBITDA EBITDA MARGINS EBITDA EBITDA MARGINS OPERATIONS OPERATIONS INR 34,011 Mn INR 3,635 Mn 10.7% INR 33,499 Mn INR 3,867 Mn 11.5% PAT PAT MARGINS DILUTED E
Slide 23: Q1- FY26 Key Financial highlights- Consolidated
Q1- FY26 Key Financial highlights- Consolidated Revenue Split by Segment Revenue Split by Segment LEAD ACID BATT. REVENUES (INR Mn) 32,798 31,373 GEOGRAPHICAL REVENUE SPLIT (INR Mn) 29,030 30,168 28,264 26,877 Q1 FY25 Q4 FY25 Q1 FY26 OTHER BUSINESS REVENUES (INR Mn) 4,367 3,724 3,842 1,571 1,258 1,2
Slide 24: Quarterly Consolidated Financial Performance
Quarterly Consolidated Financial Performance PARTICULARS (INR Mn) Q1-FY26 Q1-FY25 Y-O-Y Q4-FY25 Q-O-Q Operational Revenue 34,011 32,631 4.2% 30,601 11.1% Total Expenses 30,376 28,259 7.5% 27,192 11.7% EBITDA 3,635 4,372 (16.9)% 3,409 6.6% EBITDA Margins (%) 10.7% 13.4% (271) Bps 11.1% (40) Bps Other
Slide 25: Historical Consolidated Income Statement
Historical Consolidated Income Statement PARTICULARS (INR Mn) FY24* FY25 Q1 FY26 Operational Revenue 1,17,084 1,28,463 34,011 Total Expenses 1,00,499 1,12,299 30,376 EBITDA 16,585 16,165 3,635 EBITDA Margins (%) 14.2% 12.6% 10.7% Other Income 1,104 1,156 185 Depreciation 4,843 5,257 1,422 Finance Co
Slide 26: Consolidated Balance Sheet
Consolidated Balance Sheet PARTICULARS (INR Mn) FY23 FY24 FY25 PARTICULARS (INR Mn) FY23 FY24 FY25 Assets Equity And Liabilities (1) Non-Current Assets (1) Equity 60,070 67,987 73,891 (A) Property, Plant And Equipment 28,555 29,095 31,164 (A) Equity Share Capital 171 183 183 (B) Right Of Use Asset 3
Slide 27: Consolidated Financial Charts
Consolidated Financial Charts REVENUES (INR Mn) EBITDA (INR Mn) & EBITDA MARGINS (%) PAT (INR Mn) & PAT MARGINS (%) 18,000 16,585 16,165 16.00% 10,000 9,344 9,447 9.00% 1,28,463 16,000 1,17,084 14.00% 9,000 8.00% 14,000 14.2% 12.00% 8,000 8.0% 7.00% 12,000 12.6% 10.00% 7,000 7.4% 6.00% 10.7% 6,000 1
Slide 28: Standalone Financial Charts
Standalone Financial Charts REVENUES (INR Mn) EBITDA (INR Mn) & EBITDA MARGINS (%) PAT (INR Mn) & PAT MARGINS (%) 9,639 1,24,049 18,000 16,214 16,291 20.00% 10,000 9,059 9.00% 1,12,603 16,000 18.00% 9,000 8.00% 8.0% 16.00% 8,000 7.8% 14,000 7.00% 14.00% 7,000 12,000 6.00% 14.4% 12.00% 6,000 13.1% 5.
Slide 29: 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% -60% Jul-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Amara Sensex PRICE DATA (AS ON 30th JUNE, 2025) INR SHAREHOLDING PA
Slide 30: 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 31: Thank You
aN ())) AMARA RAJA THANK YOU
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