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Amara Raja Energy & Mobility Limited ( formerly known as Amara Raja Batteries Limited ) INVESTOR PRESENTATION August 2026 AMARA RAJA Gotta be a better way
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2 Investor Presentation Contents A clear walk-through of where we are, what we’ve built, and the growth ahead 01 Company Snapshot Business model, Operations, and Financials. 02 03 04 Lead Acid Business Distribution network, Digital Initiatives, Amaron Assist 05 New Energy Business Way forward, CQP Inauguration, Project update 07 ESG & Sustainability Environmental, social, and governance commitments. 08 Financials P&L, Balance Sheet, Key metrics Amara Raja Energy & Mobility Limited (formerly Known as Amara Raja Batteries Limited) Business Overview Segments, Products, Manufacturing capability Operational Highlights Quarterly Financial highlights
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3 FINANCIALS OPERATIONS Snapshot BUSINESS Market Cap ~ INR 154 Bn+(As on Jun 30, 2026) 15 Manufacturing Facilities 4 decades of experience Minimal debt in the books ~70 Million units annualized Capacity for Automotive batteries Leading Automotive Battery Brand ~12% ROCE (1) Exporting to 70+ CountriesStrong Brand recall AA+ Credit Rating by CRISIL Rank 1 in S&P Global ESG rating in respective sector in India ~12,000 employees First AGM battery manufacturer for 2W ~1/3rd of the shares are held by Institutional Shareholders 12X Water positive & reduced intensity of Scope 1&2 emissions by ~37% in FY26 over FY22 base line First VRLA battery manufacturer 10-year Revenue CAGR ~10% ~2.4 Billion AH - Total Industrial batteries capacity Market Leader in Telecom and Data Centre Industry (1) As on FY26 end at consolidated level
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4 Overview Amara Raja Energy & Mobility Limited, (ARE&M), formerly known as Amara Raja Batteries Limited, is one of the largest manufacturers of lead-acid batteries in India. Name change in 2023 reflects, the broader vision to lead India’s Energy Transition, in the Energy & Mobility space by providing comprehensive energy solutions Exports to over 70+ countries across the globe Strong brands like ‘Amaron’, ‘PowerZone’, ‘Quanta’ Won 13 gold medal awards in International level Quality Circle Competitions(ICQCC) held in Taipei TPM is being implemented in all manufacturing facilities, currently all plants certified for sustenance level Forayed into the New Energy business in 2022 with ambitious capex plan of INR 95 Bn for setting up a Giga Corridor in Telangana. Expanded into lubricants business with ‘Amaron Hi-life Lubes” High emphasis on protecting the environment with focus on Renewable Energy and recycling of Lead 1,28,463 1,38,140 42,145 16,165 14,971 4,059 12.6% 10.8% 9.6% 0.0% 2.0% 4.0% 6.0% 8.0% 10.0% 12.0% 14.0% - 20,000 40,000 60,000 80,000 1,00,000 1,20,000 1,40,000 1,60,000 FY25 FY26 Q1 FY27 CONSOLIDATED INCOME (INR Mn) & EBITDA MARGINS(%) Revenue EBITDA EBITDA Margin (%) 1,24,049 1,35,489 40,414 16,291 15,442 4,074 13.1% 11.4% 10.1% 0.0% 2.0% 4.0% 6.0% 8.0% 10.0% 12.0% 14.0% - 20,000 40,000 60,000 80,000 1,00,000 1,20,000 1,40,000 1,60,000 FY25 FY26 Q1 FY27 STANDALONE INCOME (INR Mn) & EBITDA MARGINS(%) Revenue EBITDA EBITDA Margin (%) Operating Margins moderated, primarily due to elevated Raw material costs, increased spending on Brand Promotion & Strategic Initiatives i.e Amaron Assist and Factory of Future
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5 APPLICATIONS • Pioneers in VRLA batteries in India • Application - Telecom, Railways, Power Control, Solar, UPS • Market Leader in Telecom sector/Largest exporter for VRLA batteries • Largest Integrated Facility for MVRLA Batteries INDUSTRIAL • Applications – 2W, 3W, 4W & CV’s • First AGM battery manufacturer for 2W • Largest Exporter of automotive Batteries AUTOMOTIVE • Li Cell and Pack Manufacturing • EV Charging Products • Energy Storage Solutions • Developed India’s First 21700 Cylindrical Cell (NMC 811) • Setting up E Positive Energy Labs: a unique innovation & research facility AUTOMOTIVE | INDUSTRIAL LEAD ACID BATTERIES NEW ENERGY BUSINESS AGM- Absorbent Glass Mat VRLA/MVRLA- Valve regulated lead acid/Medium valve regulated lead acid Lead recycling facility, showcasing commitment to the circular economy Lead Recycling plant Operations At A Glance
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6 State Of Art Manufacturing Facilities - LAB AMARA RAJA GROWTH CORRIDOR 2 Plastic component plants towards captive consumption KARAKAMBADI PLANTS Automotive Industrial SEGMENTS ~70 Mn ~2.4 Bn Ah ANNUALISED CAPACITY Tirupathi & Chittoor- AP LOCATION Tirupathi & Chittoor- AP CHEYYAR PLANT 4W Battery LVRLA Battery 2W Battery Two 4W Plants & one 2W Plant MVRLA Battery Tubular Plant Battery Recycling Plant Tubular ~ 1.8 Mn Chittor- AP
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7 Pack Assembly Plant- Stationary- Divitipally Capacity ~ 1.2 GWh State Of Art Manufacturing Facilities - NEB Pack Assembly Plant- Mobility- Divitipally Capacity ~ 1.5 GWh 3W Battery 2W Battery Telecom battery Assembly Plant- AC/DC Chargers- Tirupathi 180KW DC Fast Chargers7.4KW Type-1 AC
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8 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)
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9 Operational Highlights – Q1- FY27 Lead-Acid Business Sustainable sourcing and circularity New Energy 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 registered steady growth rates driven by demand from data centres Exports continue to face headwinds due to geopolitical uncertainty Sustained supply of telecom packs & EV packs led to revenue growth of more than 50% Infused Rs. 1,900 crore into ARACT till date( Wholly owned subsidiary of ARE&M ) Customer Qualification Plant commissioned in July 26 and E+ve plant commercialization to happen in Q2 FY27 BESS 10GWh Giga factory construction commenced *ARACT- Amara Raja Advanced Cell Technologies
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10 GUR PAT RAN BHU KOL SIL JAB RAI NAG INDR JAI BWD AUR HYD HUB VJD BLR CHE COI COC GZB JAM ZRK LKN AMD PUNE JMD VAR GAU DEL NSK MAND ANT HARRUD DISTRIBUTION POINTS BRANCHES 17 1,00,000+ DISTRIBUTION POINTS Direct Partners 40 1500+ POINTS OF SALE Go Paperless with new AMARON KONNECT APP Host of other valuable benefits: • Latest Product Information • Navigate to your nearest AMARON pitstop • Excellent user interface/experience Digital initiatives to enhance Customer Experience Increasing the presence through Amaron franchise network Automotive - Domestic Network & Customer Engagement Digital Warranty Card
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11 Digital Transformation Channel Digitalization Dealer Collections Solution Program: Bundled payment Gateway, end to end platform streamlining dealer collection Integrated payment gateways Auto reconciliations Collection efficiency E-Commerce Business: Payment gateways for facilitating e-commerce for our channel partners Direct reach out to B2C customers One stop shop for Automotive battery solution Partner Enablement Digital Ecosystem for Lubes: Quick & seamless reward programmes for partners Improving trust & relationship with partners Enterprise Transformation Data Analytics: Unified pant and supply-chain data Real-time insights Predictive quality Enterprise AI capabilities: Building AI platforms, talent, and governance to scale Intelligent automation across functions. Improved DSO Quicker Decisions Increased Productivity Dealer Management System: Unified dealer management system- 100% adoption Connected platform for sales, service and inventory
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12 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 & Repair Instant Battery Service Professional Car Wash Inspection Essential Services AC Service Instant Diagnostic Jump-start Deep Clean Exterior Sunroof
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13 Enhancing brand image and strengthening global supply chain Initiatives through Brand promotions & Expanding Footprint Automotive - Reaching Out To International Markets Launch of Amaron Hi-Life Lubes in Kuwait Expanding Kuwait presence through new Pitstops Amaron at Kuala Lumpur International Mobility Show,2026
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14 State of Art Recycling Plant - Lead Acid batteries Refinery Capacity : 150,000 MT/annum Current Capacity : 100,000 MT/annum Eventual Capacity : 150,000 MT/annum Ambition to provide Cradle-to-Cradle solutions, Recycling Plant located at Cheyyar Circular Solution Refining Capacities
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15 New Energy Business going Forward.. Focus on Pack business and build state of art manufacturing facilities…. Pack Assembly plant: Divitipally • Scale pack business by entering into new mobility applications and building sustainable customer base • Fully operational 1.5 GWh pack capacity to cater to 2W and 3W segments • 1.2 GWh capacity to cater to stationary segment Giga cell plant: Capacity of 16 GW by FY30 • Operations expected to commence during Q2-CY2027 – with 2 GWh capacity based on NMC Chemistry • Further capacity to be set up in phased manner by FY2030 offering both Chemistries- NMC and LFP • Offering pilot production run & product optimization to meet customer requirements • To validate industrial scale production & improve qualityCustomer Qualification plant (CQP) • 10GWh Giga facility to cater to Energy Storage Solutions • Products to serve both C&I (commercial and Industrial) & Grid ApplicationsBESS-Giga Facility
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16 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 processes before scaling
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17 BESS Giga Factory & E+ve Research Lab 01 / Talent 100+ Engineers & Scientists Experienced work force for material/new chemistry development & product development 02 / New Facility 2.2L Sq ft E+ Lab R&D Center Achieved IATF 16949:2016 & ISO 9001:2015 certification for Li-Ion Batteries 03 / Lab Facilities 4 Labs Test & Validation Labs Capability to build Cylindrical and Prismatic cells, perform material characterization, cell & pack testing E-POSITIVE LAB BESS GIGA FACTORY FY26 FY31 1 GWh 25GWh- 30GWh India’s BESS markets expected to be >25GWh p.a. by FY2031 ARE&M** is setting up plant with capacity of 10 GWh Applications Grid applications Commercial & Industrial Growth Drivers India aiming 500GW by 2030 Supportive Policies Domestic Manufacturing Push Under Construction Rendering View ** Will be set up by Amara Raja Advanced Cell Technologies - Wholly owned subsidiary of ARE&M
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18 Capex Project Update - New Energy Business • Supporting both Grid and C&I Applications • Expected to commence operations in Q3-FY27 BESS Giga Facility- Divitipally Giga-Cell Factory- Divitipally E-Hub, Hyderabad • Phase 1 (2 GWh) to commence in Q2-CY27 • 16 GWh Capacity by FY30 • Expected to commence operation in Q2-FY27 • Capability to build both EV and Stationary products and solutions Rendering Views Current Views/Pictures
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ESG
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20 • 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 Energy and Carbon • All manufacturing plants are zero liquid discharge and not located in water-stressed areas • We are third party certified 12X water positive organization. • Reduction in absolute water consumption by 16 % & intensity by 57% over FY22 • Signatory to WASH pledge Water Management • 99% of manufacturing waste is recycled • In compliance with Battery Waste Management Rules, 2022 as Extended Producer Responsibility • Reduction in waste intensity by 33 % over FY22. Waste to Wealth • Life cycle assessment conducted for 117 SKUs constituting 50% of total SKUs. • Conducted trials to eliminate virgin plastic with compostable plastic for packaging of industrial batteries. • Setting up 16 GWh of Lithium Cell and 5 GWh of pack assembly. E-hub for R&D in New Energy (ARACT) Product Stewardship • Lead recycling facility (ARCSPL) commenced operations in FY25 • ~88% of lead and lead alloys from recycled sources • Covered 75%+ domestic and international suppliers by value for supplier engagement, capability building, target setting & assessments Sustainable sourcing and circularity Sustainability At Amara Raja
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21 • 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 • Safety by Design in our state-of-the-art manufacturing & maintaining zero fatality status. • CSR initiatives in thematic areas of education, primary health care, water, rural infrastructure, social forestry and skilling India. 30,000+ beneficiaries • Targets to improve Diversity, Equity, Inclusion and Belongingness. People and Community • Periodic Sustainability committee led by Executive director and dedicated Group Sustainability vertical • ESG framework & ESG reporting portal for progress monitoring • Manufacturing certified for ISO 14001 (EMS), ISO 45001(OHSMS) and ISO 50001 (EnMS) • Disclosures against Climate Disclosure Project (CDP) for Climate Change and internal report on Taskforce for Climate-related Financial disclosures (TCFD) • Released FY26 Integrated report along with BRSR and Sustainability Snapshot Governance & Transparency • B Rating CDP “Climate change” 2025” • CSA- S&P Global ESG rating- No.1 in India in Electrical components & Equipment Sector • A- rating in “CDP Water Security” 2025 • Awarded as Most Valuable Partner- ESG (Supply Category) by Indus Towers. • Awarded as sustainability leader in the suppliers' meet of Hero MotoCorp Ltd • Platinum Award from 19th ICC Environmental Excellence Awards 2025 • ARACT (wholly owned subsidiary of ARE&M) achieved a rating of B92 in the SAQ 5.0 (Sustainability Assessment Questionnaire by Drive Sustainability initiative). Ratings & Awards Sustainability At Amara Raja
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22 Sustainability At Amara Raja Ratings received by ARE&M Maintained ‘Bronze Medal’ in sustainability assessment Maintained ‘B’ Rating for CDP climate disclosure & obtained ‘A-’ rating for maiden water disclosure Recognition of our ESG efforts NSE ESG rating has improved to 71, ahead of several peers and customers. Awarded the prestigious 5-Star Rating in the British Safety Council Safety AuditAchieved S&P Global Corporate Sustainability Assessment (CSA) of 76. Ranking - #1 in India, #2 in Asia Pacific & #5 globally in our sector.
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FINANCIAL OVERVIEW
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24 Q1 FY27 KEY FINANCIAL HIGHLIGHTS INR 42,145 Mn EBITDA INR 4,059 Mn PAT INR 1,909 Mn PAT MARGINS 4.5% DILUTED EPS INR 10.43 Q1-FY27 FINANCIAL PERFORMANCE-CONSOLIDATED EBITDA MARGINS 9.6% REVENUE FROM OPERATIONS INR 40,414 Mn EBITDA INR 4,074 Mn PAT INR 2,028 Mn PAT MARGINS 5.0% DILUTED EPS INR 11.08 Q1-FY27 FINANCIAL PERFORMANCE-STANDALONE EBITDA MARGINS 10.1% REVENUE FROM OPERATIONS 34,011 35,358 42,145 - 5,000 10,000 15,000 20,000 25,000 30,000 35,000 40,000 45,000 Q1 FY26 Q4 FY26 Q1 FY27 CONSOLIDATED REVENUE 96% 32,798 92% 32,547 95% 40,052 4% 1,213 8% 2,810 5% 2,093 - 5,000 10,000 15,000 20,000 25,000 30,000 35,000 40,000 45,000 Q1 FY26 Q4 FY26 Q1 FY27 REVENUE SPLIT BY SEGMENTS Lead Acid Business Revenue Other Business Revenue 89% 30,190 89% 31,512 93% 39,001 11% 3,821 11% 3,846 7% 3,144 - 5,000 10,000 15,000 20,000 25,000 30,000 35,000 40,000 45,000 Q1 FY26 Q4 FY26 Q1 FY27 GEOGRAPHICAL REVENUE SPLIT (%) Domestic Exports Degrowth in exports during Q1 FY27 on account of geopolitical factors
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25 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 Income 195 185 5.4% 268 (27.3%) Depreciation 1,589 1,422 11.7% 1,578 0.7% Finance Cost 119 109 9.2% 148 (19.4%) Profit Before Exceptional Items & Tax 2,546 2,289 11.2% 2,398 6.2% Exceptional Income/(Expense) - - NA 1,812* NA PBT 2,546 2,289 11.2% 4,209 (39.5%) Tax 637 641 (0.6%) 1,066 (40.2%) PAT 1,909 1,648 15.8% 3,143 (39.3%) PAT Margins (%) 4.5% 4.8% (32) bps 8.9% (436) bps Other Comprehensive Income (26) (6) NA 63 NA Total Comprehensive Income 1,883 1,642 14.7% 3,206 (40.6%) Diluted EPS (INR) 10.43 9.00 15.9% 17.17 (39.3%) Quarterly Consolidated Financial Performance * Exceptional income in Q4-FY26 relates to insurance claim towards tubular plant
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26 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 443 445 119 Profit Before Exceptional Items & Tax 11,621 9,516 2,546 Exceptional Income/(Expense) 1,111* 2,553** - PBT 12,732 12,069 2,546 Tax 3,285 3,111 637 PAT 9,447 8,958 1,909 PAT Margins (%) 7.4% 6.5% 4.5% Other Comprehensive Income (1,639) 81 (26) Total Comprehensive Income 7,808 9,038 1,883 Diluted EPS (INR) 51.62 48.95 10.43 *Exceptional income of INR 1,111 Mn during FY25 relates to insurance claim on TBD plant ** Net Exceptional income includes INR 1,218 Mn & INR 1,812 towards insurance claim on TBD plant, while INR 476 Mn expense in Q3 FY26 relates to change in Labour Code
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27 Consolidated Balance Sheet PARTICULARS (INR Mn) FY24 FY25 FY26 Assets (1) Non-Current Assets (A) Property, Plant And Equipment 29,095 31,164 37,695 (B) Right Of Use Asset 4,081 4,154 4,224 (C) Capital Work-in Progress 6,255 12,975 15,847 (D) Goodwill 4,358 4,358 4,358 (E) Other Intangible Assets 538 465 292 (F) Intangible Assets Under Development 154 7 731 (G) Financial Assets (i) Investments 3,608 3,521 3,519 (ii) Other Financial Assets 132 151 175 (H) Deferred Tax Assets (Net) 17 72 374 (I) Income Tax Assets (Net) 131 182 57 (J) Other Non-current Assets 2,714 2,168 1,967 Total Non-current Assets 51,083 59,216 69,239 (2) Current Assets (A) Inventories 19,484 21,954 25,147 (B) Financial Assets (i) Investments 3,531 3,294 1,119 (ii) Loans - - - (iii) Trade Receivables 11,358 12,631 12,432 (iv) Cash And Cash Equivalents 983 1,578 2,260 (v) Bank Balances Other Than Cash And Cash Equivalents 195 168 327 (vi) Other Financial Assets 919 209 225 (C) Other Current Assets 2,224 2,632 3,818 Total Current Assets 38,694 42,467 45,328 Total Assets (1+2) 89,778 1,01,683 1,14,567 PARTICULARS (INR Mn) FY24 FY25 FY26 Equity And Liabilities (1) Equity 67,987 73,891 80,990 (A) Equity Share Capital 183 183 183 (B) Other Equity 67,804 73,708 80,807 (2) Non-Current Liabilities (A) Financial Liabilities (i) Borrowings 260 - - (ii) Lease Liabilities 751 814 999 (iii) Other Financial Liabilities 51 (B) Provisions 1,838 2,106 2,974 (C) Deferred Tax Liabilities (Net) 906 743 943 (D) Other Non-Current Liabilities 785 996 986 Total Non-Current Liabilities 4,540 4,658 5,953 (3) Current Liabilities (A) Financial Liabilities (i) Borrowings 273 1,446 2,765 (ii) Lease Liabilities 283 349 298 (iii) Trade Payables 8,565 10,866 11,837 (iv) Other Financial Liabilities 3,614 5,106 6,469 (B) Provisions 1,328 1,767 2,984 (C) Current Tax (Net) - 1 27 (D) Other Current Liabilities 3,188 3,599 3,245 Total Current Liabilities 17,251 23,133 27,624 Total Equity And Liabilities (1+2+3) 89,778 1,01,683 1,14,567
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28 Consolidated Financial Charts *ROCE excluding long term investments is ~ 12.5 % for FY26 1,28,463 1,38,140 42,145 FY25 FY26 Q1 FY27 REVENUES (INR Mn) 16,165 14,971 4,059 12.6% 10.8% 9.6% 0.0% 2.0% 4.0% 6.0% 8.0% 10.0% 12.0% 14.0% - 2,000 4,000 6,000 8,000 10,000 12,000 14,000 16,000 18,000 FY25 FY26 Q1 FY27 EBITDA (INR Mn) & EBITDA MARGINS (%) EBITDA (INR Mn) EBITDA MARGINS (%) 9,447 8,958 1,909 7.4% 6.5% 4.5% -0.5% 0.5% 1.5% 2.5% 3.5% 4.5% 5.5% 6.5% 7.5% 8.5% 9.5% - 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 9,000 10,000 FY25 FY26 Q1 FY27 PAT (INR Mn) & PAT MARGINS (%) PAT (INR Mn) PAT MARGINS (%) 67,987 73,891 80,990 FY24 FY25 FY26 NETWORTH (INR Mn) 2.2 1.8 1.6 FY24 FY25 FY26 CURRENT RATIO 19.2% 16.2% 12.0% 14.6% 13.3% 11.6% FY24 FY25 FY26 ROCE (%) & ROE (%) ROCE % ROE %
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29 Standalone Financial Charts *ROCE excluding long term investments is ~ 18.3% for FY26 1,24,049 1,35,489 40,414 FY25 FY26 Q1 FY27 REVENUES (INR Mn) 16,291 15,442 4,074 13.1% 11.4% 10.1% 5.0% 7.0% 9.0% 11 .0% 13.0% 15.0% - 2,000 4,000 6,000 8,000 10,000 12,000 14 ,000 16,000 18,000 FY25 FY26 Q1 FY27 EBITDA (INR Mn) & EBITDA MARGINS (%) EBITDA (INR Mn) EBITDA MARGINS (%) 9,639 9,704 2,028 7.8% 7.2% 5.0% 0.0% 1.0% 2.0% 3.0% 4.0% 5.0% 6.0% 7.0% 8.0% 9.0% 10.0% - 2,000 4,000 6,000 8,000 10,000 FY25 FY26 Q1 FY27 PAT (INR Mn) & PAT MARGINS (%) PAT (INR Mn) PAT MARGINS (%) 67,687 73,783 81,608 FY24 FY25 FY26 NETWORTH (INR Mn) 2.1 1.6 1.6 FY24 FY25 FY26 CURRENT RATIO 18.6% 16.6% 13.2% 14.2% 13.6% 12.5% FY24 FY25 FY26 ROCE (%) & ROE (%) ROCE % ROE %
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30 1 YEAR STOCK PERFORMANCE NSE: ARE&M | BSE: 500008 | Bloomberg: AMRJ:IN | Reuters: AMAR.NS / AMAR.BO Capital Market Data SHAREHOLDING PATTERN (As ON 30TH JUNE 2026)PRICE DATA (AS ON 30TH JUNE, 2026) INR Face Value 1 CMP 842.05 52 Week H/L 1,058.0/671.5 Market Cap (INR Mn) 1,54,116.5 Shares O/S (Mn) 183.0 Avg. Vol. (‘000) 806.5 -40% -20% 0% 20% 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 Promoter 32.86%FIIs 17.34% Public 34.50% DIIs 15.30%
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31 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 contain all the information that is or may be material to investors or potential investors and contents of this presentation should not be considered to be legal, tax, investment or other advice, or a recommendation to investors or potential investors in respect of the holding, purchasing or selling of securities or other financial instruments and does not take into account any investor’s particular objectives, financial situation or needs. By attending the presentation or by reading the presentation slides, you agree to be bound as follows: This presentation solely for information purposes. This presentation may be amended and supplemented as the Company sees fit, may not be relied upon for the purpose of entering into any transaction and should not be construed as, nor be relied on in connection with, any offer or invitation to purchase or subscribe for, underwrite or otherwise acquire, hold or dispose of any securities of the Company, and shall not be regarded as a recommendation in relation to any such transaction whatsoever. This presentation and its contents are confidential and proprietary to the Company. No part of it or its subject matter may be reproduced, redistributed, passed on, or the contents otherwise divulged, directly or indirectly, to any other person (excluding the relevant person’s professional advisers) or published in whole or in part for any purpose without the prior written consent of the Company. The communication of this presentation may be restricted by law; it is not intended for distribution to, or use by any person in, any jurisdiction where such distribution or use would be contrary to local law or regulation. The information in this presentation has not been independently verified. No representation or warranty, express or implied, is made as to the fairness, accuracy or completeness of the presentation and the information contained herein and no reliance should be placed on it. Information in this presentation (including market data and statistical information) has been obtained from various sources (including third party sources) and the Company does not guarantee the accuracy or completeness of such information. All projections, valuations and statistical analyses are provided for information purposes only. They may be based on subjective assessments and assumptions and may use one among alternative methodologies that produce different results and to the extent they are based on historical information, any they should not be relied upon as an accurate prediction of future performance. This presentation contains forward‐looking statements. These statements may include the words “believe”, “expect”, “expected”, “opportunity”, “market expansion”, “commercialization”, “anticipate”, “intend”, “plan”, “growth strategy”, “road map”, “future growth engine”, “estimate”, “will”, “may”, “targeting” and similar expressions as well as statements other than statements of historical facts including, without limitation, those regarding the financial position, business strategy, plans, targets and objectives of the management of the Company for future operations (including development plans and objectives). Such forward‐looking statements involve known and unknown risks, uncertainties and other important factors which may affect the Company's ability to implement and achieve the economic and monetary policies, budgetary plans, fiscal guidelines and other development benchmarks set out in such forward‐looking statements and which may cause actual results, performance or achievements to be materially different from future results, performance or achievements expressed or implied by such forward‐looking statements and are based on numerous assumptions regarding the Company’s present and future policies and plans and the environment in which the Company will operate in the future. Any financial data in this presentation are solely for your information, as background to the Company and may not be relied upon for the purpose of entering into any transaction whatsoever. The financial information set out in this presentation is based on certain important assumptions and adjustments and does not purport to represent what our results of operations are on an audited basis or actually will be in any future periods. All information, opinions and estimates contained herein are given as of the date hereof and are subject to change without notice. The Company, and its Subsidiaries, affiliates, directors, representatives, officers or employees cannot guarantee that the assumptions underlying such forward‐looking statements are free from errors, nor do they accept any responsibility for the future accuracy or actual occurrence of any forward‐looking statements contained in this document. Company or its Subsidiaries, affiliates, directors, key managerial persons, advisors, representatives, officers or employees accept no responsibility or liability whatsoever, whether arising in tort, contract or otherwise, for any errors or omissions in this presentation/document or for any loss, cost or damage suffered or incurred howsoever arising, directly or indirectly, from any use of this document or its contents, and make no representation or warranty, express or implied, for the contents of this document. Neither the Company nor any other person is under any obligation to update or keep current the information contained herein. This document is not a prospectus or a statement in lieu of a prospectus or an offering circular or an invitation or an advertisement or an offer document under the Companies Act, 2013, together with the rules and regulations made thereunder, the Securities and Exchange Board of India (Issue of Capital and Disclosure Requirements) Regulations, 2018, as amended, or any other applicable laws and regulations. By accessing this document, you accept that this document and any claims arising out of the use of the information from this document shall be governed by the laws of Republic of India. Mr. Anuj Sonpal Valorem Advisors Tel: +91-22-4903 9500 Email: amara@valoremadvisors.com Investor Kit Link: http://www.valoremadvisors.com/amara Tel: +91-40-2313 9000 Email: investorservices@amararaja.com
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THANK YOU