### **Overview** Amara Raja Energy & Mobility Limited (ARE&M) is one of India’s largest and most respected manufacturers of energy storage solutions, evolving from a traditional lead-acid battery leader into a comprehensive **energy and mobility solutions provider**. The company rebranded in 2023 from *Amara Raja Batteries Limited*, marking its strategic transformation toward clean energy, electric mobility, and advanced chemistry cell manufacturing. Headquartered in Andhra Pradesh, ARE&M leverages over four decades of expertise, robust R&D, a pan-India distribution network, and strong OEM partnerships to maintain leadership across automotive and industrial battery markets while aggressively scaling its new energy vertical. --- ### **Core Business Segments and Market Position** ARE&M operates across three major business pillars: #### 1. **Automotive Lead-Acid Batteries** - **Market Leadership**: Holds leading positions in the 2-wheeler (2W) and 4-wheeler (4W) aftermarket segments; supplies all major Indian OEMs including Maruti Suzuki, TVS, Hero, Mahindra, and Piaggio. - **Brands**: Flagship *Amaron®* (premium), *PowerZone™* (value), and *ELITO™*, collectively accounting for **71% of company revenues**. - **Geographic Reach**: Products sold in **over 60 countries**, with strong presence in APAC, MEA, and recent expansion into the **U.S. and Europe**. - **Growth Drivers**: Rising vehicle ownership, demand for AGM/EFB batteries in start-stop and hybrid vehicles, and auxiliary battery adoption in EVs. #### 2. **Industrial & Backup Power Solutions** - **Key Sectors**: Telecom, UPS, Data Centers, Railways, Renewable Energy (Solar & BESS). - **Product Portfolio**: Includes *PowerStack©*, *Amaron Quanta©*, *Amaron Volt©*, and *Amaron Brute©*. - **Market Leadership**: Dominant player in **Indian telecom and data center battery segments**, with highest installed capacity in data centers. - **Recent Trends**: - Telecom sector is rapidly transitioning from lead-acid to **lithium-ion (Li-ion)** batteries due to space, efficiency, and cost-of-ownership benefits. - Despite **~50% drop in telecom lead-acid volumes**, the company retained market share and secured major lithium orders from BSNL and private tower companies. - UPS segment recorded **double-digit growth**, driven by digitalization, data localization, and expansion of hyperscale data centers. #### 3. **New Energy Business (Clean Energy & E-Mobility)** ARE&M’s fastest-growing strategic pillar, focused on: - Lithium-ion cells and battery packs - EV charging infrastructure (EVSE) - Battery Energy Storage Systems (BESS) - Stationary and motive power energy storage This segment has become a **major revenue contributor** and is central to future growth, particularly with India’s push for 500 GW renewable energy by 2030 and rising EV adoption. --- ### **Strategic Expansion in Lithium and Advanced Chemistry** ARE&M is building a **domestic ecosystem** for lithium-ion (Li-ion) and next-generation battery technologies, anchored by the **Amara Raja Giga Corridor** in Divitipally, Telangana. #### **Key Projects & Investments** - **Giga Corridor (Telangana)**: - **262-acre greenfield smart manufacturing hub** with a planned investment of **₹9,500 crores**. - Hosts a lithium-ion **gigafactory**, battery pack plants, R&D facilities, and supplier ecosystem. - **Planned Capacity**: 16 GWh of Li-ion cell production and 5 GWh of battery pack assembly by 2030. - **Phase 1 (Giga-1)**: Initial 2 GWh NMC cell line; commercial production expected in **Q2–Q3 2027**. - **Lithium Cell Development**: - Focused on **21700 NMC cylindrical cells** (first such indigenous development in India) with energy density >260 Wh/kg. - Technology partnerships with **GIB EnergyX Slovakia**, **Jiangsu Highstar**, and **ISRO** (technology transfer for space-grade cells). - Developing **LFP (lithium iron phosphate)** technology for cost-sensitive and high-temperature applications. - **Battery Pack Assembly**: - Operating **two plants**: Tirupati (1 GWh for ESS) and Divitipally (1.5 GWh for e-2W/3W). - Combined eventual capacity of **7 GWh**; expanding into high-voltage packs for 4W and buses. - Supplies **lithium battery packs** to Piaggio, Atul Auto, and telecom OEMs using both NMC and LFP chemistries. - **R&D & Innovation**: - **e+ Energy Labs (Hyderabad)**: State-of-the-art advanced chemistry R&D center; operational in FY 2025–26. - **Customer Qualification Plant (CQP)**: Near completion; pilot production line for process validation ahead of gigafactory scale-up. - Developing **sodium-ion (Na-ion)**, AGM, and EFB technologies as part of long-term innovation roadmap. #### **EV Charging & Infrastructure (ARPSL)** - Strengthened through acquisition of **Amara Raja Power Systems Limited (ARPSL)** in 2023. - **World’s first IP67-rated off-board EV charger (2–3 kW)** localized in India. - Expanding into **DC fast chargers** (180 kW and 240 kW) for e-buses and trucks. - Received **breakthrough orders** from Yellow Stone EV and GO EC; entering **Charge Point Operator (CPO)** space. - Offers **portable AC chargers (3.5–7.4 kW)** tested at ARAI; entry into personal 4W charging market. --- ### **Global Strategy and Export Growth** - **Current Footprint**: Exports to **60+ countries**; international revenue contributes **~13%** of total sales. - **Target**: Expand reach to **80+ countries by FY2030**, with focus on **Europe, Americas, and APAC**. - **Market Entry**: - Entered **6 new European countries in FY25**. - U.S. market entry in FY24; secured contract with a major U.S. retail chain. - **Strategy**: - Build **local manufacturing or quasi-manufacturing setups** to bypass tariffs. - Strengthen distribution and digital engagement (e.g., *Amaronlubes.com*, *Amaron Mileage App*). - Offer chemistry-agnostic, application-specific products (e.g., BCI, JIS, DIN standards). --- ### **Sustainability and Circular Economy** ARE&M is committed to **net-zero emissions by 2050** and building a closed-loop ecosystem: - **Battery Recycling**: Commissioned **Amara Raja Circular Solutions (ARCS)** plant in Cheyyar, TN. - Capacity: 50,000 MT/year (expandable to 100,000 MT). - Uses **desulphurization technology** (India’s only facility) and **fully automated lead recovery**. - **Recycling Goals**: **80% of lead** to come from recycled sources; support for **Extended Producer Responsibility (EPR)**. - **Innovation**: Patents filed for **electrolyte removal tech**, use of **recycled polymers**, and **sustainable alloy production**. --- ### **Financial and Operational Highlights (as of Nov 2025)** | Metric | Status | |-------|--------| | **Lead-Acid Production Capacity** | 50 million units/year (Automotive), 2.6 billion Ah/year (Industrial) | | **Manufacturing Facilities** | 11 plants across AP and Telangana | | **Distribution Network** | 21 branches, 42 sales points, **>100,000 PoS in India**, 3,000+ franchisees and direct customers | | **Global Presence** | >60 countries, Indian Ocean Rim, Middle East, Africa, Southeast Asia, U.S., Europe | | **Revenue Mix (Est.)** | Automotive (67%), Industrial (29%), New Energy (~4%, fast-growing) | | **Supply Chain** | J.I.T. deliveries for 26+ OEMs; pan-India logistics coverage up to 3,200 km | - **Technology Investment**: Over ₹1,650–1,750 crores allocated to lithium cell project. - **Digital Transformation**: - Implemented **Industry 4.0** (AI/ML, IIoT, vision analytics), **Salesforce CRM**, and **SAP S/4HANA**. - Launched **Digital Warranty**, **EPOD**, and **CRM for exports**. --- ### **Leadership & Talent Development** - **Vikram (Head, New Energy Business)**: Leading Giga Corridor, e+ Energy Labs, and 16 GWh gigafactory. - **Strategic Hiring**: Recruiting global experts and deep-tech talent; campus tie-ups with **IITs**, SRM, and IISc. - **Innovation Culture**: Over **150 R&D professionals** with **1,013 man-years** of battery experience; multiple patents and design registrations filed. ---