Amber Enterprises India Limited — Q4FY26 Earnings Call Summary

AMBER · Q4FY26 · Filed 22 May 2026

Key Takeaways

• Temporary margin pressure of 50-100 bps expected due to commodity inflation, wage hikes, currency depreciation
• Consumer Durable division grew 14% in FY26; RAC industry flat due to weather; FY27 industry volume growth expected 12-13%
• Capex FY27 expected INR1,800-2,000 Cr; net debt to rise to INR700-800 Cr by year-end
• FY26 consolidated revenue grew 22% to INR12,186 Cr; operating EBITDA up 22% to INR970 Cr; adjusted PAT rose 22% to INR338 Cr
• Electronics division revenue up 49% to INR3,268 Cr; operating EBITDA up 89%; FY27 growth guidance ~40%, margin 9.5-10%
• Railway division revenue grew 19%, EBITDA up 8%; FY27 growth guidance 30-35%, margin 16-17%
• Strategic investments in PCB manufacturing with new facilities starting trial production by Q3 FY28
• Multiple analyst queries on margin impact and capex; management confident on long-term growth and margin recovery
• Compressor supply adequate; government allows 30% imports to bridge capacity gap
• PCB business faces 2-quarter lag in cost pass-through; price hikes underway

📄 Source: View original transcript (PDF)

Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.