Amara Raja Energy & Mobility Limited — PPTs, 10-08-2026: Investor Presentation

Amara Raja Energy & Mobility (ARE&M) reported a strong Q1 FY27, with consolidated revenue up 23.9% year-on-year to ₹4,214.5 Cr and profit after tax (PAT) growing 15.8% to ₹190.9 Cr. Diluted EPS stood at ₹10.43. Operating margins moderated slightly to 9.6% due to elevated raw material costs and higher spending on branding and new initiatives.

The core Lead Acid business showed robust performance, with double-digit growth in domestic OEM and aftermarket volumes, plus a stronger presence in home energy. However, exports faced challenges from global geopolitical factors.

ARE&M is aggressively pushing its New Energy Business, having already invested ₹1,900 Cr in its subsidiary, ARACT. The Customer Qualification Plant (CQP) was commissioned in July '26, and a 10GWh BESS Giga factory construction has begun. Digital initiatives like the Amaron Assist doorstep service pilot and new apps are boosting customer engagement and efficiency. The company aims for a 16 GW Giga cell plant by FY30, with initial operations expected by Q2-CY27, positioning itself as a leader in India's energy transition.