Amara Raja Energy & Mobility Ltd · NSE:ARE&M
Amara Raja Energy & Mobility — Q3 FY2026 Earnings Presentation
33 slides from Amara Raja Energy & Mobility's earnings presentation, Feb 12, 2026
Slide 1: Intimation under Regulation 30 – Earnings Presentation
February 12, 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 Q3-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 Q3- FY 2026
Slide 3: Snapshot
Snapshot BUSINESS OPERATIONS FINANCIALS Market Cap ~ INR 166 Bn+(As on 4 decades of experience 14 Manufacturing Facilities Dec 31, 2025) ~66 Million units annualized Leading Automotive Battery Brand Minimal debt in the books Capacity for Automotive batteries Market Leader in Telecom and ~2.5 Billion
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 14.2% 16.0% India. 12.6% 1,20,000 1,28,463 14.0% 10.8% 1,17,084 12.0% Name
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 Tirupathi & Chittoor- AP
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 ~ 1.2 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: 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 10: 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 At Qatar Boat Show- showcasing Amaron Pearl, Hi Ranger & Lubricants Roadshow in Kenya, enhancing connect with community Launch of A
Slide 11: Operational Highlights – Q3-FY26
Operational Highlights – Q3-FY26 Lead-Acid Business Automotive: Industrial: ➢ 4W OEM volumes sustained the double-digit growth ➢ UPS volumes grew by 5% ➢ Significant increase in invertor battery sales from in-house ➢ Lead acid volumes in telecom segment continue to decline as manufacturing lithium s
Slide 12: Capex Project Update- Lead Acid Battery
Capex Project Update- Lead Acid Battery Battery Recycling Plant at Cheyyar- Tamil Nadu Tubular Battery Plant at ARGC- Chittoor • 1.5 Mn+ Battery/ Annum Advanced Tubular Manufacturing plant • 1.5 Lac MTPA (Phase I and Phase II) State-of-the-art Advanced Green field Lead Acid Battery Recycling plant •
Slide 13: 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 14: 5 GWh BESS Giga Factory
5 GWh BESS Giga Factory Growth Drivers ➢ Market Drivers : Annual Demand for BESS ➢ Rapid growth of Renewables - India FY26 FY31 aiming 500GW by 2030 25GWh- 30GWh ➢ Obligation to overcome RE intermittency. ➢ Peak Demand Growth & management ➢ Supportive Policies- 0.5 GWh ▪ ESO- Energy Storage Obligati
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 Q1-FY27 • Operations expected to commence in Q4-
Slide 17: Awards & Recognitions
Awards & Recognitions Shines as battery recycling champion at Bharat Bags 3 golds at 20th CII National Six Sigma competition Best Quality Award from Suzuki Motorcycle India Recycling Show 2025 in Customer Centric Process Excellence category Best-in Class Logistic Safety Award & Outstanding Bags 13 G
Slide 18: ESG
aN ())) AMARA RAJA ESG
Slide 19: 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 20: 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 21: Sustainability At Amara Raja
Sustainability At Amara Raja Recognition for our ESG efforts Awarded as Most Valuable Partner- ESG Awarded as sustainability leader in the (Supply Category) by Indus Towers. suppliers' meet of Hero MotoCorp Ltd. Certificate of appreciation for Received Platinum Award from 19th ICC outstanding sustai
Slide 22: Financial Highlights
aN ())) AMARA RAJA FINANCIAL HIGHLIGHTS
Slide 23: Q3-FY26 Key Financial highlights- Consolidated
Q3- FY26 Key Financial highlights- Consolidated- INR MN REVENUE SPLIT BY SEGMENTS GEOGRAPHICAL REVENUE SPLIT (%) CONSOLIDATED REVENUE 40,000 40,000 34,670 34,102 14% 35,000 32,725 5% 35,000 13% 12% 1,700 7% 4,246 4,919 3,996 4% 30,000 2,364 30,000 1,177 25,000 25,000 20,000 20,000 95% 87% 86% 88% 96
Slide 24: Q3/9M-FY26 Key Financial Highlights
Q3/9M-FY26 KEY FINANCIAL HIGHLIGHTS Q3-FY26 FINANCIAL 9M- FY26 FINANCIAL PERFORMANCE-CONSOLIDATED PERFORMANCE - CONSOLIDATED REVENUE FROM EBITDA EBITDA MARGINS REVENUE FROM EBITDA EBITDA MARGINS OPERATIONS OPERATIONS INR 34,102 Mn INR 3,738 Mn 11.0% INR 102,783 Mn INR 11,116 Mn 10.8% PAT PAT MARGINS
Slide 25: Quarterly Consolidated Financial Performance
Quarterly Consolidated Financial Performance PARTICULARS (INR Mn) Q3-FY26 Q3-FY25 Y-O-Y Q2-FY26 Q-O-Q Operational Revenue 34,102 32,725 4.2% 34,670 (1.6%) Total Expenses 30,364 28,667 5.9% 30,927 (1.8%) EBITDA 3,738 4,058 (7.9%) 3,743 (0.1%) EBITDA Margins (%) 11.0% 12.4% (140) Bps 10.8% 20 Bps Othe
Slide 26: YTD Consolidated Financial Performance
YTD Consolidated Financial Performance PARTICULARS (INR Mn) 9M-FY26 9M-FY25 Y-O-Y Operational Revenue 1,02,783 97,863 5.0% Total Expenses 91,667 85,107 7.7% EBITDA 11,116 12,756 (12.9%) EBITDA Margins (%) 10.8% 13.0% (220) Bps Other Income 793 898 (11.6%) Depreciation 4,494 3,816 17.8% Finance Cost
Slide 27: Historical Consolidated Income Statement
Historical Consolidated Income Statement PARTICULARS (INR Mn) FY24 FY25 9M-FY26 Operational Revenue 1,17,084 1,28,463 1,02,783 Total Expenses 1,00,499 1,12,299 91,667 EBITDA 16,585 16,165 11,116 EBITDA Margins (%) 14.2% 12.6% 10.8% Other Income 1,104 1,156 793 Depreciation 4,843 5,257 4,494 Finance
Slide 28: Consolidated Balance Sheet
Consolidated Balance Sheet PARTICULARS (INR Mn) FY24 FY25 H1 FY26 PARTICULARS (INR Mn) FY24 FY25 H1 FY26 Assets Equity And Liabilities (1) Non-Current Assets (1) Equity 67,987 73,891 77,372 (A) Property, Plant And Equipment 29,095 31,164 35,825 (A) Equity Share Capital 183 183 183 (B) Right Of Use A
Slide 29: Consolidated Financial Charts
Consolidated Financial Charts PAT (INR Mn) & PAT MARGINS (%) REVENUES (INR Mn) EBITDA (INR Mn) & EBITDA MARGINS (%) 10,000 9,344 9,447 9.5% 1,28,463 18,000 16,585 16,165 9,000 8.5% 1,17,084 14.0% 14.2% 16,000 8,000 7.5% 1,02,783 11,116 12.0% 8.0% 5,814 12.6% 14,000 7.4% 7,000 6.5% 12,000 10.8% 10.0%
Slide 30: Standalone Financial Charts
Standalone Financial Charts REVENUES (INR Mn) EBITDA (INR Mn) & EBITDA MARGINS (%) PAT (INR Mn) & PAT MARGINS (%) 9,059 9,639 1,24,049 16,214 16,291 10.0% 18,000 10,000 1,12,603 9.0% 15.0% 16,000 1,00,889 8.0% 11,671 6,481 14,000 8,000 12,000 14.4% 13.0% 8.0% 7.8% 7.0% 13.1% 11.6% 6.0% 6.4% 6,000 10
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% Jan-25 Jan-25 Mar-25 Apr-25 May-25 May-25 Jun-25 Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Amara Sensex PRICE DATA (AS ON 31st DECEMBER, 2025) INR SHAREHOLDING PAT
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
Amara Raja Energy & Mobility — Q3 FY2026 Earnings Presentation on 6ix