ARE&M

ARE&M: Powering India’s EV & Energy Storage Growth Story

Amara Raja Energy & Mobility (ARE&M) is well positioned to benefit from rising EV adoption, telecom energy storage demand, and India’s long-term battery manufacturing expansion. The company has a strong brand presence in automotive batteries and is aggressively expanding into lithium-ion and new energy solutions. Key Financial Highlights: FY25 revenue grew 10.2% YoY to ₹12,405 crore. Profit Before Tax (PBT) increased to ₹1,299 crore in FY25. EPS improved to ₹52.66 in FY25 from ₹49.49 in FY24. Strong operating business with healthy cash generation and leadership in lead-acid battery market. The company is investing heavily in giga factory and lithium-ion battery ecosystem, creating long-term growth potential. ARE&M combines stable legacy battery cash flows with future EV battery opportunities. Strong distribution network, improving scale, and expansion into new energy storage solutions make it an attractive long-term mobility and energy transition play, though raw material price volatility remains a key risk.