Amara Raja Energy & Mobility Limited — PPTs, 15-08-2025: Investor Presentation

Amara Raja Energy & Mobility (ARE&M) reported Q1 FY26 consolidated revenue of ₹3,401.1 Cr, a 4.2% YoY increase. However, profit after tax (PAT) declined 33.8% YoY to ₹164.8 Cr, with diluted EPS at ₹9.0. EBITDA margins softened to 10.7%.

**Business Performance:** Automotive OEM volumes (2W & 4W) saw robust growth, while aftermarket 4W showed moderate gains. The industrial segment recorded double-digit volume growth (excluding telecom), largely driven by the UPS sector. A decline in Lead Acid Battery (LAB) telecom volumes was offset by new Lithium-ion Battery (LIB) volumes. Exports remained subdued.

**Growth & Strategy:** The company is aggressively expanding its New Energy Business (NEB), committing ₹9,500 Cr for a Telangana Giga Corridor. This strategic focus includes building state-of-the-art Li-ion cell and pack manufacturing facilities and strengthening R&D with E+ Energy Labs for innovative clean energy solutions.

**Recent Developments:** NEB gained momentum in EV off-board chargers and commercialized LFP packs for 3W vehicles. The new Battery Recycling Plant’s refinery began production in December 2024, with battery breaking expected by Q3 FY26. A new Tubular Battery Plant commenced initial production in Q1 FY26, aiming for full capacity by Q2 FY26. Construction for the Customer Qualification Plant and Phase 1 of the Giga-Cell Factory has begun, with operations anticipated in Q3/Q4 FY26.

**Outlook:** ARE&M plans to scale its pack business and targets 16 GW Giga-Cell capacity by FY30. The company maintains strong commitment to sustainability, aiming for Net Zero by 2050, achieving 12X water positivity, high waste recycling rates, and top ESG ratings.