Amara Raja Energy & Mobility Limited will host a group of analysts and investors for a site visit to its recently inaugurated Customer Qualification plant (CQP) on July 30, 2026. The facility is operated by Amara Raja Advanced Cell Technologies Private Limited (ARACT), a wholly owned subsidiary of the parent company. This engagement provides stakeholders with a direct view of the subsidiary’s manufacturing capabilities and operational readiness in the advanced cell technology sector.

The visit is scheduled to commence at 11:00 AM IST and has been organized by Valorem Advisors. Amara Raja Energy & Mobility disclosed the schedule pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The company emphasized that no presentation will be made during the event, and no Unpublished Price Sensitive Information (UPSI) will be shared with attendees.

Event Details

The disclosure was issued on July 27, 2026, by Vikas Sabharwal, Company Secretary and General Counsel of Amara Raja Energy & Mobility Limited. The notice specifies that the date and time of the meeting are subject to change due to exigencies on the part of either the investor or the company.

Strategic Context

The inauguration of the CQP marks a tangible step in the company’s expansion into advanced cell technologies. By inviting external analysts and investors to witness the facility firsthand, management aims to build confidence in its execution capabilities and technological infrastructure. The absence of formal presentations suggests the focus is purely on operational transparency rather than strategic roadmap updates or financial guidance.

What the Numbers Show

While this filing does not contain financial metrics, the establishment of a dedicated Customer Qualification plant indicates significant capital allocation towards R&D and production readiness. For investors tracking the energy and mobility sector, physical infrastructure development often precedes revenue recognition from new product lines. The involvement of an external advisor like Valorem Advisors further underscores the company’s intent to maintain structured and compliant investor relations protocols during this growth phase.

Amara Raja Energy & Mobility Limited has filed its Integrated Annual Report for FY 2025-26 with the stock exchanges on July 17, 2026, along with the notice convening its 41st Annual General Meeting (AGM) scheduled for Monday, August 10, 2026, at 3:00 P.M. IST, to be held through Video Conferencing (VC)/Other Audio-Visual Means (OAVM) mode.

Financial Performance: Standalone and Consolidated Results

The company delivered steady financial performance during FY 2025-26. The following table summarises the key standalone and consolidated financial results:

Standalone revenue from operations grew 9.22% year-on-year. The Board has proposed a transfer of ₹97.04 crore to the general reserve, with total retained earnings as on March 31, 2026, standing at ₹6,512.82 crore. Net worth improved to ₹8,160.75 crore, with a net addition of ₹782.48 crore to equity during the year. Surplus cash at year-end stood at ₹112.96 crore. CRISIL reaffirmed its CRISIL AA+/Stable rating for long-term facilities and CRISIL A1+ for short-term facilities.

Dividend Details

The Board recommended and declared dividends for FY26 as follows:

The record date for the final dividend is Monday, July 27, 2026. The final dividend is subject to shareholder approval at the 41st AGM.

Subsidiary Performance

The company has four wholly owned subsidiaries. Key financial highlights for FY26 are presented below:

Cumulative investments in ARACT reached approximately ₹1,500 Crore by the end of FY26. ARACT is progressing towards commissioning its Customer Qualification Plant (CQP) for cylindrical and prismatic cell manufacturing lines. Battery Breaker operations at ARCS commenced in February 2026 and are currently being ramped up, with Phase II refinery expansion targeted for commissioning by February 2027.

Business Highlights and Strategic Developments

The automotive battery business recorded 12% revenue growth in the domestic market, while the lubricants business delivered more than 30% revenue growth. The OEM business reported passenger vehicle industry volumes growing by approximately 7.9% and two-wheeler volumes by 10.7%, with the company's OEM business delivering significantly higher growth across both segments. The industrial battery business retained combined telecom energy storage market share above 40%, with lithium battery packs now powering more than 50,000 telecom towers, taking cumulative installation base to 1 GWh within two years.

Key sustainability highlights for FY26 included:

• Maintained Zero Liquid Discharge across all manufacturing facilities
• Sustained 12X Water Positivity and achieved an A- rating in maiden CDP Water Security disclosure
• Recycled over 99% of total waste generated
• Increased recycled lead and lead alloy usage to 88.27% of total input materials
• 67 MW captive renewable energy capacity helped avoid approximately 73,831 tCO₂e of carbon emissions
• Gender diversity improved from 13.21% to 14.84%
• Lost Time Injury Frequency Rate (LTIFR) improved to 0.42 from 0.46 in FY 2024-25
• Zero fatalities across operations

AGM and Key Dates

The following table summarises the key dates for the 41st AGM:

The 41st AGM will consider, among other items, adoption of financial statements, declaration of final dividend, re-appointment of Mr. Harshavardhana Gourineni as Executive Director for a further term of five years from June 12, 2026 to June 11, 2031, re-appointment of Mr. Vikramadithya Gourineni as Executive Director for a further term of five years from June 12, 2026 to June 11, 2031, and ratification of remuneration payable to Cost Auditors M/s. Sagar & Associates at ₹4.75 lakhs plus applicable taxes for FY27. The Integrated Annual Report and AGM notice have been dispatched electronically to all eligible shareholders on July 17, 2026.

Source: https://lodr-files.dhan.co/lodr-inputs/Company/INE885A01032/772fd935b31e4bd6.pdf