Announced Thu, 25 Jun · 18:54 IST
Amber ties up with Oppo to make phones; aims 8 million units in year 1
AMBER · price
▲ 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
-1.5%1-day move
₹7641.00
prior close
₹7684.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.9-1.0-0.9-1.2-1.5-2.6-3.2-2.3-0.6-2.9+2.6———
Up moveDown movePending
AI summary
Amber Enterprises signed a manufacturing deal with Oppo India covering Oppo, OnePlus, and Realme. Production at a subleased facility with capex under 50 crore. Trial production Q4 FY27, commercial Q1 FY28. Starting 8 million units in year 1, scaling to 13-15 million in year 2. EBITDA margins start at 1.5-2% but expected to improve as scale and value addition grow. Target 35-40% local value addition in 5-6 years. Diversifies beyond room ACs.
Likely market impact
Mobile phone entry diversifies beyond ACs. Margins start low at 1.5-2% EBITDA but ROCE could hit 30-35%, with upside from local value addition.