Amara Raja Energy & Mobility Limited — PPTs, 29-05-2025: Investor Presentation

1. Financial Highlights:

Amara Raja Energy & Mobility reported consolidated revenue of INR 1,28,463 Mn for FY25, up 9.7% YoY. EBITDA stood at INR 16,165 Mn with a 12.6% margin, down 158 bps YoY, and PAT was INR 9,447 Mn with a 7.4% margin. Q4 revenue was INR 30,601 Mn, EBITDA INR 3,409 Mn (11.1% margin), and PAT INR 1,616 Mn (5.3% margin). Standalone revenue was INR 1,24,049 Mn with an EBITDA margin of 13.1%. The balance sheet remains strong with minimal debt, net worth of INR 73,891 Mn, and a robust asset base including INR 59,216 Mn in non-current assets and INR 42,467 Mn in current assets.

2. Strategic Initiatives & Growth Drivers:

The company plans a INR 9500 Cr capex over five years to build a 16 GWh Giga-cell factory by FY30; Phase 1 (4 GWh) is slated for FY26. It’s launching an advanced lead-acid battery recycling plant (1.5 lakh MTPA capacity) and a tubular battery plant early FY26. Efforts to boost manufacturing efficiency continue through the Amara Raja Operating System (AROS). Growth is also driven by expanding OEM 2W/3W segments, automotive lubricants, and international markets across APAC, MEA, Europe, and the Americas.

3. Business Developments:

The New Energy unit (ARACT) is scaling lithium-ion cell and pack assembly for 2W/3W EV OEMs and stationary uses, launching India’s first 21700 cylindrical NMC cell and portable EV chargers. Recycling subsidiary ARCSPL is setting up a green lead recycling facility. Amara Raja Power Systems became a wholly owned arm to strengthen power electronics and distribution panels. Strategic partnerships with telecom clients for lithium-ion pack supply further support stationary business growth.

4. Market Position & Competitive Advantage:

Amara Raja leads India’s lead-acid battery market with strong brands like ‘Amaron’ and ‘PowerZone’, four decades of expertise, and leadership in telecom and data center batteries. It exports to 60+ countries and is an innovation leader in VRLA and sustainable battery tech. Supported by an AA+ credit rating and top ESG rankings, its diverse portfolio and wide network of 23 regional centers and 1,500+ outlets support market dominance.

5. Investor Implications:

Solid revenue growth and steady profits amid margin softness highlight resilience. Aggressive capex and R&D investments in new energy position the company well for EV and energy storage trends. Efficiency programs and product innovation suggest positive growth potential. Execution risk around scaling new energy projects and global expansion remains, but the long-term payoff aligns with India’s clean energy transition and offers promising upside for investors.