ALFA Finder| Management target | Revenue 40.0% FY27 |
|---|
| Revenue growth | 13% YoY consolidated growth. |
|---|---|
| Margins | Pressure from commodity/wages; electronics margins expanded to 10.8%. |
| Order book | Fixed-price railway contracts; 8mn unit initial mobile target. |
| Demand visibility | Strong summer demand expected from November. |
| Management confidence | High on achieving 40% electronics growth. |
Growth
Revenue +13%, EBITDA +28%, Adjusted PAT +19%. Electronics division Revenue grew 29% with margins at 10.8%.
Outlook
Electronics division guided for 40%+ growth; trial production for Oppo collaboration by Q4FY27 targeting 8mn units.
Risks
Copper inflation and currency depreciation impacting margins; bare PCB business facing two-quarter price pass-through lag.
Last quarter's promises, checked
Delivered
- Guided 49% Electronics growth in FY26 → delivered 49% (= BEAT)
- Guided 14% Consumer Durable growth in FY26 → delivered 14% (= BEAT)
- Guided 22% Consolidated Revenue growth in FY26 → delivered 22% (= BEAT)
Partly delivered
- Guided Electronics Margins 9.5-10% → delivered 10.8% (= BEAT/PARTIAL on timing)
- Guided 30-35% Railway growth → delivered 18% in Q1 (= PARTIAL)
Missed
- Guided Net Debt ~₹511 Cr → delivered ₹1,225 Cr (= MISS)
- Guided FY27 Capex ₹1,800-2,000 Cr → delivered ₹4,200 Cr across Jewar/Hosur (= MISS)
Investor Presentation filed with BSE, NSE: AMBER. Summary written with AI assistance from the document.
Amber Enterprises India Ltd: key numbers
- Share price
- ₹6,241.00
- Market cap
- ₹22,011 Cr
- Revenue (annual)
- ₹12,186 Cr
- Net profit (annual)
- ₹177.7 Cr
- P/E (TTM)
- 286.4×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.
More from Amber Enterprises India Ltd
All →Amber Enterprises India Board Meeting Date
Amber Enterprises will hold board meeting on 12 November 2026 to consider unaudited September 2026 quarter and half-year results. Trading window closed since 1 October 2026.
Amber Enterprises India IPO
Amber's material subsidiary IL JIN Electronics filed a Draft Red Herring Prospectus for its proposed IPO. The offer awaits regulatory approvals; no issue size is stated.
Amber Enterprises India Acquisition Worth ₹176 Cr
IL JIN Electronics completed the ₹176 Crore acquisition of Power One Micro Systems via share swap. Power One is now a wholly owned step-down subsidiary of Amber.
- Value
- ₹176.0 Cr
Amber Enterprises India Acquisition
Amber's subsidiary IL JIN completed buying the remaining 1.50% of Ascent Circuits via share swap. Ascent Circuits is now a wholly owned step-down subsidiary.
Amber Enterprises India Acquisition Worth ₹176 Cr
Amber Enterprises' subsidiary IL JIN will acquire the remaining 40% stake in Power-One for ₹176 Crore via a share swap, achieving full ownership.
- Value
- ₹176.0 Cr
Amber Enterprises India Acquisition Worth ₹13.12 Cr
Amber's subsidiary IL JIN Electronics will acquire the remaining 1.50% stake in Ascent Circuits, making it a wholly-owned subsidiary via a ₹13.12 Crore share swap.
- Value
- ₹13.12 Cr
- Execution
- 10 Business Days from the Execution Date