Amber Enterprises India Limited — Q4FY26 earnings call summary

Filed 25 June 2026 · Official transcript

Year 1 volume target ~8 million units; year 2 target 13-15 million units
Margins expected at industry standard 1.5-2% EBITDA initially, improving with scale and value addition
Trial production to start Q4 FY27; commercial production from Q1 FY28
No current plans with Vivo; focus on BBK group brands only
Capex minimal initially (<INR 50 Cr); component capex phased with growth
Amber entered manufacturing collaboration with Oppo India covering Oppo, OnePlus, Realme brands
Initial focus on assembly and SMT; roadmap to increase local value addition to 30-35% over 5-6 years
Working capital low, 4-10 days net cycle; ROCE standalone >30%