Amara Raja Energy & Mobility Ltd · NSE:ARE&M
Amara Raja Energy & Mobility — H1 FY2026 Earnings Presentation
32 slides from Amara Raja Energy & Mobility's earnings presentation, Nov 6, 2025
Slide 1: Regulation 30 intimation - Earnings Presentation cover letter
November 6, 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: 500
Slide 2: Earnings Presentation Q2/H1 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 Q2/H1- FY 2026
Slide 3: Snapshot
Snapshot BUSINESS OPERATIONS FINANCIALS Market Cap ~ INR 181 Bn+(As on 4 decades of experience 14 Manufacturing Facilities Sep 30, 2025) ~66 Million units annualized Leading Automotive Battery Brand Minimal debt in the books Capacity for Automotive batteries Market Leader in Telecom and ~2.8 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% 10.7% 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 ~ 1GWh 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) – Q2/H1-FY26
Operational Highlights (LAB) – Q2/H1-FY26 LAB segment grew by ~ 5% during the quarter supported by healthy OEM volumes, while aftermarket demand remained stable Automotive ➢ OEM volumes have registered robust growth in both 2W segment & 4W segment ➢ Lubes crossed Rs. 50 crore revenue during the quar
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 Brand promotions & Expanding Footprint Dubai - Dealer Meet & Free Battery Health Checkup Established First International Office in Dubai Showcased Amaron Hi-Ranger Initia
Slide 12: Capex Project Update- Lead Acid Battery
Capex Project Update- Lead Acid Batter y 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: Operational Highlights (NEB) – Q2/H1-FY26
Operational Highlights (NEB) – Q2/H1-FY26 Business Performance: Q2 revenue of Rs. 170 crore Mobility ➢ Healthy offtake of EV off board chargers. ➢ AC and DC chargers- Order book crossed 5000 Nos ➢ Commenced Commercial supplies of 3W Battery Packs with LFP Cells Stationary applications ➢ Telecom volu
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 in
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 FY 2024 FY 2025 Global CSA Global CSA Maintained ‘B’ CDP Score: 74 Score: 76 rating for Climate Change (FY25) Global ESG Global ESG Score: 75 Score: 77 Our ranking in Electrical Components & Equipment Sector We have earned ‘Bronze Medal’
Slide 21: Financial Highlights
aN ())) AMARA RAJA FINANCIAL HIGHLIGHTS
Slide 22: Q2 FY26/H1-FY26 Key Financial Highlights
Q2 FY26/H1-FY26 KEY FINANCIAL HIGHLIGHTS Q2-FY26 FINANCIAL H1- FY26 FINANCIAL PERFORMANCE-CONSOLIDATED PERFORMANCE - CONSOLIDATED REVENUE FROM EBITDA EBITDA MARGINS REVENUE FROM EBITDA EBITDA MARGINS OPERATIONS OPERATIONS INR 34,670 Mn INR 3,743 Mn 10.8% INR 68,681 Mn INR 7,378 Mn 10.7% PAT PAT MARG
Slide 23: Q2-FY26 Key Financial Highlights- Consolidated
Q2- FY26 Key Financial highlights- Consolidated Revenue Split by Segment Revenue Split by Segment LEAD ACID BATT. REVENUES (INR Mn) 32,798 32,970 31,500 GEOGRAPHICAL REVENUE SPLIT (INR Mn) 30,190 29751 28,048 Q2 FY25 Q1 FY26 Q2 FY26 OTHER BUSINESS REVENUES (INR Mn) 4,459 4919 3821 1,700 1,213 Q2 FY2
Slide 24: Quarterly Consolidated Financial Performance
Quarterly Consolidated Financial Performance PARTICULARS (INR Mn) Q2-FY26 Q2-FY25 Y-O-Y Q1-FY26 Q-O-Q Operational Revenue 34,670 32,507 6.7% 34,011 1.9% Total Expenses 30,927 28,180 9.8% 30,376 1.8% EBITDA 3,743 4,327 (13.5)% 3,635 2.9% EBITDA Margins (%) 10.8% 13.3% (252) Bps 10.7% 10 Bps Other Inc
Slide 25: Half Yearly Consolidated Financial Performance
Half Yearly Consolidated Financial Performance PARTICULARS (INR Mn) H1-FY26 H1-FY25 Y-O-Y Operational Revenue 68,681 65,138 5.4% Total Expenses 61,303 56,439 8.6% EBITDA 7,378 8,699 (15.2)% EBITDA Margins (%) 10.7% 13.3% (260) Bps Other Income 465 551 (15.4)% Depreciation 2,925 2,501 17.0% Finance C
Slide 26: Historical Consolidated Income Statement
Historical Consolidated Income Statement PARTICULARS (INR Mn) FY24 FY25 H1 FY26 Operational Revenue 1,17,084 1,28,463 68,681 Total Expenses 1,00,499 1,12,299 61,303 EBITDA 16,585 16,165 7,378 EBITDA Margins (%) 14.2% 12.6% 10.7% Other Income 1,104 1,156 465 Depreciation 4,843 5,257 2,925 Finance Cos
Slide 27: 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 28: Consolidated Financial Charts
Consolidated Financial Charts REVENUES (INR Mn) EBITDA (INR Mn) & EBITDA MARGINS (%) PAT (INR Mn) & PAT MARGINS (%) 16,585 9,344 9,447 18,000 16,165 10,000 9.0% 1,28,463 16.0% 9,000 8.0% 1,17,084 16,000 14.0% 8.0% 8,000 14.2% 14,000 7.0% 12.0% 12,000 12.6% 7,000 7.4% 6.4% 6.0% 10.7% 10.0% 6,000 10,0
Slide 29: 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 11.0% 18,000 16.0% 10,000 1,12,603 10.0% 16,000 14.0% 9.0% 14,000 14.4% 8,000 13.1% 12.0% 8.0% 11.8% 8.0% 7.4% 7.8% 12,000 7.0% 10.0% 7,926 4,964 6,000
Slide 30: Capital Market Data
Capital Market Data NSE: ARE&M | BSE: 500008 | Bloomberg: AMRJ:IN | Reuters: AMAR.NS / AMAR.BO 1 YEAR STOCK PERFORMANCE 0% -20% -40% Oct-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Jul-25 Aug-25 Sep-25 Amara Sensex PRICE DATA (AS ON 30th SEPTEMBER, 2025) INR SHAREHOLDING PATTER
Slide 31: 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 32: Thank You
aN ())) AMARA RAJA THANK YOU
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