Investor Presentation

August 10, 2026 National Stock Exchange of India Limited BSE Limited Listing Compliance Department Corporate Relations Department “Exchange Plaza” Phiroze Jeejeebhoy Towers Bandra – Kurla Complex Dalal Street, Fort Bandra East, Mumbai – 400 051 Mumbai – 400 001 NSE Symbol: ARE&M BSE SCRIP CODE: 500008 Sub: Intimation under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 – Earnings Presentation Dear Sir/ Madam, This is with reference to our intimation dated August 6, 2026, regarding the Earnings call on August 11, 2026 at 4:00 PM IST. Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the Earnings Presentation for Q1FY27. This is for your kind information and record. Thank You For Amara Raja Energy & Mobility Limited Vikas Sabharwal Company Secretary & General Counsel Encl: a/a Ama ra Ra j a E n e rgy & Mobi l i ty L i mi te d (f orm e rl y Kn ow n as Am ara R aj a Batte ri e s Li m i te d) IN VE S TOR PRE S E N TAT ION Aug us t 2 0 2 6 Investor Presentation Contents 01 Company Snapshot Business model, Operations, and Financials. 02 Business Overview Segments, Products, Manufacturing capability A clear walk-through of where we 03 Operational Highlights Quarterly Financial highlights are, what we’ve built, and the 04 Lead Acid Business growth ahead Distribution network, Digital Initiatives, Amaron Assist 05 New Energy Business Way forward, CQP Inauguration, Project update 07 ESG & Sustainability Amar a R aja E n erg y & Environmental, social, and governance commitments. M ob ility L imited 08 Financials ( fo rm erl y Kno wn as A m ara R aj a B atteri es P&L, Balance Sheet, Key metrics Li m i ted) S n a psh ot BUSINESS OPERATIONS FINANCIALS Market Cap ~ INR 154 Bn+(As on 4 decades of experience 15 Manufacturing Facilities Jun 30, 2026) ~70 Million units annualized Leading Automotive Battery Brand Minimal debt in the books Capacity for Automotive batteries ~2.4 Billion AH - Total Market Leader in Telecom and 10-year Revenue CAGR ~10% Industrial batteries capacity Data Centre Industry Strong Brand recall Exporting to 70+ Countries ~12% ROCE (1) AA+ Credit Rating by CRISIL First AGM battery manufacturer for ~12,000 employees Rank 1 in S&P Global ESG rating in respective sector in India 12X Water positive & reduced First VRLA battery manufacturer ~1/3rd of the shares are held by intensity of Scope 1&2 emissions by Institutional Shareholders ~37% in FY26 over FY22 base line (1) As on FY26 end at consolidated level Overview  Amara Raja Energy & Mobility Limited, (ARE&M), formerly known as Amara Raja CONSOLIDATED INCOME (INR Mn) & EBITDA MARGINS(%) Batteries Limited, is one of the largest manufacturers of lead-acid batteries in 1,60,000 14.0% 1,38,140 1,28,463 India. 1,40,000 12.0% 12.6% 1,20,000 10.0% 10.8%  Name change in 2023 reflects, the broader vision to lead India’s Energy 1,00,000 9.6% 8.0% 80,000 Transition, in the Energy & Mobility space by providing comprehensive energy 6.0% 60,000 42,145 4.0% solutions 40,000 16,165 14,971 20,000 4,059 2.0%  Exports to over 70+ countries across the globe - 0.0% FY25 FY26 Q1 FY27  Strong brands like ‘Amaron’, ‘PowerZone’, ‘Quanta’ Revenue EBITDA EBITDA Margin (%)  Won 13 gold medal awards in International level Quality Circle Competitions(ICQCC) held in Taipei STANDALONE INCOME (INR Mn) & EBITDA MARGINS(%)  TPM is being implemented in all manufacturing facilities, currently all plants 1,60,000 1,24,049 1,35,489 14.0% certified for sustenance level 1,40,000 13.1% 12.0% 1,20,000 10.0% 11.4% 1,00,000  Forayed into the New Energy business in 2022 with ambitious capex plan of INR 10.1% 8.0% 80,000 6.0% 60,000 40,414 95 Bn for setting up a Giga Corridor in Telangana. 4.0% 40,000 16,291 15,442 20,000 4,074 2.0%  Expanded into lubricants business with ‘Amaron Hi-life Lubes” - 0.0% FY25 FY26 Q1 FY27  High emphasis on protecting the environment with focus on Renewable Energy Revenue EBITDA EBITDA Margin (%) and recycling of Lead 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 4 Operations At A Glance LEAD ACID BATTERIES AUTOMOTIVE | INDUSTRIAL Lead Recycling plant • Li Cell and Pack Manufacturing AUTOMOTIVE • EV Charging Products • Applications – 2W, 3W, 4W & CV’s • Energy Storage Solutions • First AGM battery manufacturer for 2W • Developed India’s First 21700 Cylindrical Cell (NMC 811) • Largest Exporter of automotive Batteries • Setting up E Positive Energy Labs: a unique innovation & INDUSTRIAL research facility • Pioneers in VRLA batteries in India Lead recycling facility, showcasing commitment • Application - Telecom, Railways, Power Control, Solar, UPS to the circular economy • Market Leader in Telecom sector/Largest exporter for VRLA batteries • Largest Integrated Facility for MVRLA Batteries NEW ENERGY BUSINESS APPLICATIONS AGM- Absorbent Glass Mat VRLA/MVRLA- Valve regulated lead acid/Medium valve regulated lead acid State Of Art Manufacturing Facilities- LAB KARAKAMBADI PLANTS AMARA RAJA GROWTH CORRIDOR CHEYYAR PLANT 4W Battery Two 4W Plants & one 2W Plant Battery Recycling Plant LVRLA Battery MVRLA Battery 2W Battery Tubular Plant SEGMENTS ANNUALISED CAPACITY LOCATION Automotive ~70 Mn Tirupathi & Chittoor- AP Industrial ~2.4 Bn Ah Tirupathi & Chittoor- AP Tubular ~ 1.8 Mn Chittor- AP 2 Plastic component plants towards captive consumption State Of Art Manufacturing Facilities - NEB Pack Assembly Plant- Stationary- Pack Assembly Plant- Mobility- Assembly Plant- AC/DC Chargers- Divitipally Divitipally Tirupathi Capacity ~ 1.2 GWh Capacity ~ 1.5 GWh Telecom battery 3W Battery 2W Battery 7.4KW Type-1 AC 180KW DC Fast Chargers 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) 8 Operational Highlights – Q1- FY27 Lead-Acid 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 New Energy Business 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 )  Sustainable sourcing and circularity 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 9 Automotive- Domestic Network & Customer Engagement Increasing the presence through Amaron franchise network Digital initiatives to enhance Customer Experience Go Paperless with new AMARON KONNECT APP JAM DISTRIBUTION POINTS GUR GZB LKN SIL JAI VAR PAT AMD MAND RAN Digital JMD KOL INDR JAB Warranty Card NAG BHU BWD PUNEAUR RAI HYD VJD BLR CHE BRANCHES DISTRIBUTION POINTS Host of other valuable benefits: 17 40 • Latest Product Information • Navigate to your nearest AMARON pitstop POINTS OF SALE Direct Partners • Excellent user interface/experience 1500+ 1,00,000+ Digital Transformation Channel Digitalization Partner Enablement Enterprise Transformation Dealer Collections Solution Program: Digital Ecosystem for Lubes: Data Analytics: Bundled payment Gateway, end to end platform  Quick & seamless reward  Unified pant and streamlining dealer collection programmes for partners supply-chain data  Integrated payment gateways  Improving trust & relationship  Real-time insights  Auto reconciliations with partners  Predictive quality  Collection efficiency Dealer Management System: Enterprise AI [Showing first 8,000 characters — download PDF for full document]