AMBERNSEAmber Enterprises India LimitedMediumNeutral
Announced Sat, 16 May · 02:59 IST

Amber Enterprises India Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

AMBER · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-16.5%1-day move
₹8519.50
prior close
₹8118.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-2.3-2.8-4.0-6.0-16.5-17.1-12.0-13.4-12.3-11.7-9.3-6.7-8.0
Up moveDown movePending
AI summary

Amber Enterprises reported consolidated revenue of ₹12,186 Cr for FY26, surpassing the ₹12,000 Cr milestone with 22% YoY growth. Q4FY26 revenue was ₹4,148 Cr (up 10% YoY). Operating EBITDA grew 22% to ₹970 Cr with margins steady at 8.0%. Adjusted PAT improved 22% to ₹338 Cr. The Electronics Division showed exceptional performance with 49% revenue growth to ₹3,268 Cr and 89% EBITDA growth with margins expanding to 8.8%. Consumer Durables (71% of revenue) grew 14% to ₹8,383 Cr but Q4 margins compressed to 7.5% due to commodity price surge and currency depreciation. Railway & Defense division grew 19% to ₹535 Cr with ₹2,600+ Cr order book visibility. The company raised ₹1,000 Cr via QIP and ILJIN raised ₹1,750 Cr to fund expansion. NWC days increased to 29 from 9 due to proactive inventory positioning.

Likely market impact

Strong FY26 results with Electronics division driving growth. The margin pressure in Consumer Durables Q4 is a concern but offset by Electronics margin expansion. Management guided 40% revenue growth for Electronics and 30-35% for Railway in FY27.