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Earnings Call

Amber Enterprises India Earnings Call: Key Takeaways

Amber Enterprises enters India's mobile market via manufacturing collaboration with Oppo India (covering Oppo, OnePlus, Realme). Strategy focuses on asset-light diversification and reducing seasonal concentration.

Highlights
MarginsLow initial margins (1.5-2%); improvement targeted through backward integration.
Demand visibilityStrong; India is the second largest mobile market globally.
Management confidenceHigh; leveraging existing PCB and electronics expertise for mobile entry.

Growth

Aims for 8-9 million units in FY28 (Year 1), ramping to 14-15 million units in Year 2.

Outlook

Capex under INR 50 Cr. Plan to deepen value addition (HDI, components) to 30-35% over 5-6 years.

Risks

Low initial margins (1.5-2% EBITDA), high competition, and dependency on Oppo's ecosystem and supply chain partners.

Source

Earnings Call filed with NSE, NSE: AMBER. Summary written with AI assistance from the document.

Read the document ↗

Amber Enterprises India Ltd: key numbers

Share price
₹6,960.00
Market cap
₹24,546 Cr
Revenue (annual)
₹12,186 Cr
Net profit (annual)
₹177.7 Cr
P/E (TTM)
319.4×Sector 45.9×
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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Annual General Meeting

Amber Enterprises India Annual General Meeting

Amber Enterprises India Limited held its 36th Annual General Meeting on 16th September 2026. The proceedings summarized shareholder resolutions and company performance for FY 2025-26.