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Earnings Call Transcript

Amber Enterprises India Earnings Call Transcript: Key Takeaways

Amber surpassed ₹12,000 Cr revenue in FY26 despite flat industry growth. Management is aggressive on Electronics and Railway segments while facing near-term margin pressure from input costs.

Guidance and delivery
Management target Revenue 40.0% FY27
Highlights
Revenue growth22% consolidated YoY growth; Electronics segment jumped 49%.
Margins50-100 bps pressure expected due to gold and CCL price hikes.
Order bookRailway order book exceeds ₹2,600 Cr with strong visibility.
Demand visibilityStrong recovery in Q4 FY26; positive heatwave impact in April.
Management confidenceAggressive and optimistic on B2B diversification despite near-term headwinds.

Growth

Consolidated revenue grew 22% YoY, primarily driven by a 49% surge in Electronics and 19% in Railways.

Outlook

Electronics guided at 40% growth for FY27; Railways targeting 30-35% for FY27 and FY28.

Risks

Near-term margin contraction of 50-100 bps due to soaring copper/gold prices and wage revisions.

Source

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

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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.