| Management target | Revenue 40.0% FY27 |
|---|
| Revenue growth | 13% YoY consolidated growth. |
|---|---|
| Margins | Pressure from commodity/wages; electronics margins expanded to 10.8%. |
| Order book | Fixed-price railway contracts; 8mn unit initial mobile target. |
| Demand visibility | Strong summer demand expected from November. |
| Management confidence | High on achieving 40% electronics growth. |
Growth
Revenue +13%, EBITDA +28%, Adjusted PAT +19%. Electronics division Revenue grew 29% with margins at 10.8%.
Outlook
Electronics division guided for 40%+ growth; trial production for Oppo collaboration by Q4FY27 targeting 8mn units.
Risks
Copper inflation and currency depreciation impacting margins; bare PCB business facing two-quarter price pass-through lag.
Last quarter's promises, checked
Delivered
- Guided 49% Electronics growth in FY26 → delivered 49% (= BEAT)
- Guided 14% Consumer Durable growth in FY26 → delivered 14% (= BEAT)
- Guided 22% Consolidated Revenue growth in FY26 → delivered 22% (= BEAT)
Partly delivered
- Guided Electronics Margins 9.5-10% → delivered 10.8% (= BEAT/PARTIAL on timing)
- Guided 30-35% Railway growth → delivered 18% in Q1 (= PARTIAL)
Missed
- Guided Net Debt ~₹511 Cr → delivered ₹1,225 Cr (= MISS)
- Guided FY27 Capex ₹1,800-2,000 Cr → delivered ₹4,200 Cr across Jewar/Hosur (= MISS)
Investor Presentation filed with BSE, NSE: AMBER. Summary written with AI assistance from the document.
Amber Enterprises India Ltd: key numbers
- Share price
- ₹6,838.00
- Market cap
- ₹24,116 Cr
- Revenue (annual)
- ₹12,186 Cr
- Net profit (annual)
- ₹177.7 Cr
- P/E (TTM)
- 313.8×Sector 45.6×
- Promoter holding
- 38.09%-0.08% QoQ
- FII holding
- 20.47%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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