ALFA Finder| Revenue growth | Q2 +60% YoY; analyst cites ~35% organic electronics; H1 +28%. |
|---|---|
| Margins | Durables margins down 50-100bps YoY; railway margins 8-10% FY27, recovering later. |
| Order book | Management says order book strengthening; no quantified order book or execution ratio. |
| Demand visibility | Industry growth ~20-22% FY27, ~18% H1; company guidance cut on delayed offtakes. |
| Management confidence | Defensive; refused volume, segment, PCB and Unitronics questions; guidance cut. |
Growth
Q2 revenue +60% YoY (₹2,627 Cr); H1 +28%. Q2 EBITDA +30%; electronics +94%, durables +41%.
Outlook
FY27 revenue growth 15-20%; capex ₹1,800-2,000 Cr yearly; durables EBITDA to normalise at 14-16% by FY29.
Risks
Guidance cut to 15-20%; net debt ₹2,572 Cr; commodity and wage pressure; durables margin down 50-100bps; Ilgin DRHP limits disclosure.
Last quarter's promises, checked
Delivered
- Durables growth in line with RAC industry 13-15% → Q2 durables +41% YoY (= BEAT)
- Electronics FY27 growth 40%+ → Q2 electronics +94% YoY (= BEAT)
Partly delivered
- Overall margin down 50-100bps FY27 → durables margin down 50-100bps YoY (= PARTIAL, scope differs)
Missed
- Railway & defence FY27 growth 30-35% → Q2 +15% YoY (= MISS)
- Railway & defence FY27 margin 15-16% → FY27 margin 8-10% (= MISS)
Earnings Call Transcript filed with NSE, NSE: AMBER. Summary written with AI assistance from the document.
Amber Enterprises India Ltd: key numbers
- Share price
- ₹6,772.00
- Market cap
- ₹23,883 Cr
- Revenue (annual)
- ₹12,186 Cr
- Net profit (annual)
- ₹177.7 Cr
- P/E (TTM)
- 490.0×Sector 44.3×
- Promoter holding
- 38.09%+0.00% QoQ
- FII holding
- 20.61%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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- Key figure
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