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Amara Raja Energy & Mobility Limited (formerly Known as Amara Raja Batteries Limited) EARNINGS PRESENTATION Q2/H1 - FY 2027
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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- LAB Distribution network, Digital Initiatives, Recycling facility 05 New Energy Business- NEB R&D, Customer Qualification Plant, Way Forward 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 highlights 06 Strategic Initiatives- Amaron Assist Pilot & Way Forward
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3 FINANCIALS OPERATIONS Snapshot BUSINESS Market Cap ~ INR 138bn+ (As on Sep 30, 2026) 14 Manufacturing Facilities 4 decades of experience Modest 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 >32% 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’ Launched Amaron Assist- D2C automotive service platform High emphasis on protecting the environment with focus on Renewable Energy and recycling of Lead Operating Margins moderated, primarily due to elevated Raw material costs, increased spending on Strategic Initiatives i.e Amaron Assist and Factory of Future 1,28,463 1,38,140 83,233 16,165 14,971 7,675 12.6% 10.8% 9.2% 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 H1 FY27 CONSOLIDATED INCOME (INR Mn) & EBITDA MARGINS(%) Revenue EBITDA EBITDA Margin (%) 1,24,049 1,35,489 78,847 16,291 15,442 7,936 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 H1 FY27 STANDALONE INCOME (INR Mn) & EBITDA MARGINS(%) Revenue EBITDA EBITDA Margin (%)
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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) • State-of-the-art 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-the -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 Storage- Tubular ~ 1.8 Mn Chittor- AP
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7 Pack Assembly Plant- 4 GWh- Divitipally State -of-the -Art Manufacturing Facilities - NEB 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 – Q2- FY27 Lead-Acid Business New Energy Business Sustainable sourcing and circularity Sustained double-digit growth momentum in OEM across 4W & 2W volumes Strengthened market share in Home Energy supported by distribution/brand reach Domestic aftermarket volumes registered modest 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 30% Infused Rs. 2,100 crore into ARACT till date( Wholly owned subsidiary of ARE&M ) E+Ve Lab commissioned during October 26 to support technological advancements of the business Board approvals received for: Setting up of Cell Giga factory with capacity of 5 GWh based on LFP chemistry Enhancing Pack Assembly capacity from 4 GWh to 9 GWh *ARACT- Amara Raja Advanced Cell Technologies
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Lead Acid Business
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11 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 7 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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12 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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13 Enhancing brand image and strengthening global supply chain Initiatives through Brand promotions & Expanding Footprint Automotive - Reaching Out To International Markets Amaron Branding on Delivery Vans and Taxis, Dubai & Greece Automechanika Frankfurt 2026 (Germany) Kuala Lumpur- International Mobility Show- 2026 Expanding Kuwait presence through new Pitstops
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14 State -of-the -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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New Energy Business
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16 New Energy Business going Forward.. Focus on Pack business and build state of the art manufacturing facilities…. Pack Assembly plant Divitipally Scale pack business by entering into new mobility applications and building sustainable customer base Total Pack assembly capacity of 9 GWh Giga cell plant 16 GWh by FY2030 Divitipally GIGA 1 expected to commission during Q2-FY28 – with 2 GWh capacity based on NMC Chemistry Setting up of Cell Giga factory with capacity of 5 GWh based on LFP chemistry 10 GWh Giga facility to cater to Energy Storage Solutions Products to serve both C&I (commercial and Industrial) & Grid Applications BESS-Giga Facility 10 GWh capacity Divitipally
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17 State -of-the -Art R&D and Qualification Facilities 01 / Talent 100+ Engineers & Scientists Experienced work force for material/new chemistry development & product development 03 / Lab Facilities 4 Labs Test & Validation Labs Capability to build Cylindrical and Prismatic cells, perform material development & characterization, cell & pack testing E-POSITIVE LAB Customer Qualification Plant- CQP Facility 02 / New Facility 2.2L Sq ft E+ Lab R&D Center Achieved IATF 16949:2016 & ISO 9001:2015 certification for Li-Ion Batteries State-of-the-art centre for manufacturing innovation and customer qualification Multi-chemistry, multi-form factor pilot facility Offering pilot production run & product optimization to meet customer requirements Enables validation of processes before scaling Capability Operations commenced in Oct. ‘26 Operations commenced in July ‘26
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Strategic Initiatives - Amaron Assist
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19 Amaron Assist - Workshop at your Doorstep Car Servicing & Repair Instant Battery Service Professional Car Wash Inspection Essential Services AC Service Instant Diagnostic Jump-start Deep Clean Exterior Eco Friendly 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
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20 Multi-City Scale-Up and Establishing New Subsidiary Hyderabad selected as pilot city Distributed - Residential-commercial density Limited at-home services penetration- whitespace opportunity Multi-City Expansion, New Subsidiary Expanding into multiple cities Leveraging insights from the pilot Incorporation of new Subsidiary Amaron assist will be housed under wholly owned Subsidiary of ARE&M Enhanced focus with dedicated team
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ESG
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22 • 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, nearly 5 GWh of pack assembly, and a 10 GWh BESS manufacturing facility. 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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23 • 17 internal and 5 external training programs conducted against AR Sustainability Training calendar. • 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 • Achieved Silver Medal in sustainability assessment from EcoVadis • 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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24 Sustainability At Amara Raja Ratings received by ARE&M Achieved ‘Silver Medal’ in sustainability assessment. ARE&M is now among the top 15% of companies assessed globally 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 HIGHLIGHTS
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26 Q2/H1 -FY27 KEY FINANCIAL HIGHLIGHTS INR 83,233 Mn EBITDA INR 7,675 Mn PAT INR 3,434 Mn PAT MARGINS DILUTED EPS INR 18.76 H1-FY27 FINANCIAL PERFORMANCE-CONSOLIDATED EBITDA MARGINS 9.2% REVENUE FROM OPERATIONS 4.1% INR 41,087 Mn EBITDA INR 3,616 Mn PAT INR 1,525 Mn PAT MARGINS DILUTED EPS INR 8.33 Q2-FY27 FINANCIAL PERFORMANCE-CONSOLIDATED EBITDA MARGINSREVENUE FROM OPERATIONS 8.8% 3.7% INR 78,847 Mn EBITDA INR 7,936 Mn PAT INR 3,911 Mn PAT MARGINS DILUTED EPS INR 21.37 H1-FY27 FINANCIAL PERFORMANCE-STANDALONE EBITDA MARGINS 10.1% REVENUE FROM OPERATIONS 5.0% INR 38,433 Mn EBITDA INR 3,863 Mn PAT INR 1,883 Mn PAT MARGINS DILUTED EPS INR 10.29 EBITDA MARGINSREVENUE FROM OPERATIONS 10.1% 4.9% Q2-FY27 FINANCIAL PERFORMANCE-STANDALONE
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27 Q2- FY27 Key Financial highlights - Consolidated- INR MN 34,670 42,145 41,087 - 5,000 10,000 15,000 20,000 25,000 30,000 35,000 40,000 45,000 Q2 FY26 Q1 FY27 Q2 FY27 Consolidated Revenue 95% 32,970 95% 40,052 94% 38,763 5% 1,700 5% 2,093 6% 2,325 - 5,000 10,000 15,000 20,000 25,000 30,000 35,000 40,000 45,000 Q2 FY26 Q1 FY27 Q2 FY27 Revenue Split By Segments Lead Acid Business Revenue Other Business Revenue 86% 29,751 93% 39,001 90% 37,049 14% 4,919 7% 3,144 10% 4,038 - 5,000 10,000 15,000 20,000 25,000 30,000 35,000 40,000 45,000 Q2 FY26 Q1 FY27 Q2 FY27 Geographical Revenue Split (%) Domestic Exports
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28 PARTICULARS (INR Mn) Q2-FY27 Q2-FY26 Y-O-Y Q1-FY27 Q-O-Q Operational Revenue 41,087 34,670 18.5% 42,145 (2.5%) Total Expenses 37,471 30,927 21.2% 38,086 (1.6%) EBITDA 3,616 3,743 (3.4%) 4,059 (10.9%) EBITDA Margins (%) 8.8% 10.8% (200) bps 9.6% (83) Bps Other Income 226 280 (19.3%) 195 16.0% Depreciation 1,610 1,503 7.1% 1,589 1.3% Finance Cost 147 90 63.3% 119 23.5% Profit Before Exceptional Items & Tax 2,085 2,430 (14.2%) 2,546 (18.1%) Exceptional Income/(Expense) - 1,218* NA - NA PBT 2,085 3,648 (42.8%) 2,546 (18.1%) Tax 560 883 (36.6%) 637 (12.1%) PAT 1,525 2,765 (44.8%) 1,909 (20.1%) PAT Margins (%) 3.7% 8.0% (426) bps 4.5% (82) bps Other Comprehensive Income 7 26 (74.7%) (26) NA Total Comprehensive Income 1,531 2,791 (45.1%) 1,883 (18.7%) Diluted EPS (INR) 8.33 15.11 (44.9%) 10.43 (20.1%) Quarterly Consolidated Financial Performance *Exceptional income of INR 1,218 in Q2 FY26 relates to insurance claim on tubular plant/Diluted EPS is after considering the exceptional income
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29 Half Yearly Consolidated Financial Performance PARTICULARS (INR Mn) H1-FY27 H1-FY26 YoY Operational Revenue 83,233 68,681 21.2% Total Expenses 75,558 61,303 23.3% EBITDA 7,675 7,378 4.0% EBITDA Margins (%) 9.2% 10.7% (152) bps Other Income 422 465 (9.2)% Depreciation 3,199 2,925 9.4% Finance Cost 266 199 33.7% Profit Before Exceptional Items & Tax 4,632 4,720 (1.9)% Exceptional Income/(Expense) - 1,218* NA PBT 4,632 5,937 (22.0)% Tax 1,198 1,525 (21.4)% PAT 3,434 4,413 (22.2)% PAT Margins (%) 4.1% 6.4% (230) Bps Other Comprehensive Income (19) 20 NA Total Comprehensive Income 3,415 4,433 (23.0)% Diluted EPS (INR) 18.76 24.11 (22.2)% *Exceptional income of INR 1,218 in H1 FY26 relates to insurance claim on TBD plant/Diluted EPS is after considering the exceptional income
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30 Historical Consolidated Income Statement PARTICULARS (INR Mn) FY25 FY26 H1-FY27 Operational Revenue 1,28,463 1,38,140 83,233 Total Expenses 1,12,299 1,23,169 75,558 EBITDA 16,165 14,971 7,675 EBITDA Margins (%) 12.6% 10.8% 9.2% Other Income 1,156 1,062 422 Depreciation 5,257 6,072 3,199 Finance Cost 443 445 266 Profit Before Exceptional Items & Tax 11,621 9,516 4,632 Exceptional Income/(Expense) 1,111* 2,553** - PBT 12,732 12,069 4,632 Tax 3,285 3,111 1,198 PAT 9,447 8,958 3,434 PAT Margins (%) 7.4% 6.5% 4.1% Other Comprehensive Income (1,639) 81 (19) Total Comprehensive Income 7,808 9,038 3,415 Diluted EPS (INR) 51.62 48.95 18.76 *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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31 Consolidated Balance Sheet PARTICULARS (INR Mn) FY25 FY26 H1-FY27 Assets (1) Non-Current Assets (A) Property, Plant And Equipment 31,164 37,695 41,720 (B) Right Of Use Asset 4,154 4,224 4,261 (C) Capital Work-in Progress 12,975 15,847 14,024 (D) Goodwill 4,358 4,358 4,358 (E) Other Intangible Assets 465 292 406 (F) Intangible Assets Under Development 7 731 461 (G) Financial Assets (i) Investments 3,521 3,519 3,521 (ii) Other Financial Assets 151 175 179 (H) Deferred Tax Assets (Net) 72 374 465 (I) Income Tax Assets (Net) 182 57 59 (J) Other Non-current Assets 2,168 1,967 3,519 Total Non-current Assets 59,216 69,239 72,973 (2) Current Assets (A) Inventories 21,954 25,147 26,862 (B) Financial Assets (i) Investments 3,294 1,119 1,972 (ii) Loans - - - (iii) Trade Receivables 12,631 12,432 14,801 (iv) Cash And Cash Equivalents 1,578 2,260 1,568 (v) Bank Balances Other Than Cash And Cash Equivalents 168 327 71 (vi) Other Financial Assets 209 225 196 (C) Other Current Assets 2,632 3,818 4,566 Total Current Assets 42,467 45,328 50,036 Total Assets (1+2) 1,01,683 1,14,567 1,23,009 PARTICULARS (INR Mn) FY25 FY26 H1-FY27 Equity And Liabilities (1) Equity 73,891 80,990 83,453 (A) Equity Share Capital 183 183 183 (B) Other Equity 73,708 80,807 83,270 (2) Non-Current Liabilities (A) Financial Liabilities (i) Borrowings - - - (ii) Lease Liabilities 814 999 968 (iii) Other Financial Liabilities 51 23 (B) Provisions 2,106 2,974 3,947 (C) Deferred Tax Liabilities (Net) 743 943 888 (D) Other Non-Current Liabilities 996 986 837 Total Non-Current Liabilities 4,658 5,953 6,663 (3) Current Liabilities (A) Financial Liabilities (i) Borrowings 1,446 2,765 5,472 (ii) Lease Liabilities 349 298 397 (iii) Trade Payables 10,866 11,837 15,646 (iv) Other Financial Liabilities 5,106 6,469 4,501 (B) Provisions 1,767 2,984 3,345 (C) Current Tax (Net) 1 27 123 (D) Other Current Liabilities 3,599 3,245 3,409 Total Current Liabilities 23,133 27,624 32,893 Total Equity And Liabilities (1+2+3) 1,01,683 1,14,567 1,23,009
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32 Consolidated Financial Charts 1,28,463 1,38,140 83,233 FY25 FY26 H1 FY27 REVENUES (INR Mn) 16,165 14,971 7,675 12.6% 10.8% 9.2% 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 H1 FY27 EBITDA (INR Mn) & EBITDA MARGINS (%) 73,891 80,990 83,453 FY25 FY26 H1 FY27 NETWORTH (INR Mn) 1.8 1.6 1.5 FY25 FY26 H1 FY27 CURRENT RATIO 9,447 8,958 3,434 7.4% 6.5% 4.1% -4.0% -2.0% 0.0% 2.0% 4.0% 6.0% 8.0% 10.0% - 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 9,000 10,000 FY25 FY26 H1 FY27 PAT (INR Mn) & PAT MARGINS (%) 19.2% 16.2% 12.0% 14.6% 13.3% 11.6% FY24 FY25 FY26 ROCE (%) & ROE (%) ROCE % ROE %
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33 Standalone Financial Charts 1,24,049 1,35,489 78,847 FY25 FY26 H1 FY27 REVENUES (INR Mn) 16,291 15,442 7,936 13.1% 11.4% 10.1% 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 H1 FY27 EBITDA (INR Mn) & EBITDA MARGINS (%) 9,639 9,704 3,911 7.8% 7.2% 5.0% -4.0% -3.0% -2.0% -1 .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 H1 FY27 PAT (INR Mn) & PAT MARGINS (%) 73,783 81,608 84,538 FY25 FY26 H1 FY27 NETWORTH (INR Mn) 1.6 1.6 1.4 FY25 FY26 H1 FY27 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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34 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 September 2026)PRICE DATA (AS ON 30TH SEPTEMBER, 2026) INR Face Value 1 CMP 755.7 52 Week H/L 1,022.5/671.45 Market Cap (INR Mn) 1,38,312 Shares O/S (Mn) 183.03 Avg. Vol. (‘000) 892.04 -40% -20% 0% 20% Oct-25 Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Apr-26 May-26 Jun-26 Jul-26 Aug-26 Sep-26 Return- AREML Promoter, 32.86%FIIs, 17.24% Public, 34.97% DIIs, 14.93%
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35 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: +91-22-3507 5100 Email: amara@valoremadvisors.com To access the Investor Kit link and/or request a meeting click here: http://www.valoremadvisors.com/amara Tel:+91-40-2313 9000 Email: investorservices@amararaja.com
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THANK YOU