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

Amara Raja Energy & Mobility filed its Business Responsibility and Sustainability Report (BRSR) for FY26 with the National Stock Exchange of India and BSE. The report outlines the company's adherence to the principles of the National Guidelines on Responsible Business Conduct and details its performance across environmental, social, and governance parameters. The filing was submitted by Vikas Sabharwal, Company Secretary and General Counsel, on July 17, 2026.

Sustainability Performance

The company reported maintaining a zero-fatality record across its operations for FY26. It achieved a 95.38% reduction in waste to landfill against a target of 60%, diverting more than 95% of waste from landfill through pre-processing for use as Alternative Fuel and Raw Material. Water intensity was reduced by 6.97% against a target of 8%, and the company maintained a water positivity ratio of 11.94 times. Additionally, the company used recycled lead for 88.27% of all lead and lead alloys consumed during the year.

Energy and Emissions

Amara Raja Energy & Mobility reported a total energy consumption of 17,15,774 Giga Joules for FY26. The company's renewable energy capacity of 67 MW contributed 21.82% to the overall energy mix, helping avoid approximately 73,831 tonnes of CO2 emissions. Total Scope 1 and Scope 2 emissions were 2,65,112 metric tonnes of CO2 equivalent, while Scope 3 emissions stood at 4,59,705 metric tonnes of CO2 equivalent. The company has set a target to achieve net-zero emissions by 2050.

Financial and Operational Metrics

The company reported a turnover of ₹13,548.86 crore and a net worth of ₹8,160.75 crore for the year. It spent 0.056% of its total revenue on employee well-being measures. The total workforce comprised 10,805 employees, with a gender diversity of 14.84%. The company also assessed 87% of its supplier base by purchase value on sustainability parameters.

Governance and Compliance

The BRSR confirms that the company has established an Executive Sustainability Committee chaired by Harshavardhana Gourineni to oversee its sustainability agenda. The report, which forms part of the Integrated Annual Report for FY26, was assured by Bureau Veritas India Private Limited. The company stated it is compliant with all applicable environmental laws and regulations.