Q3 2025 Amber Enterprises India Ltd Earnings Call Transcript
Key Points
- Amber Enterprises India Ltd (NSE:AMBER) reported a robust quarterly performance with a 65% increase in revenue, reaching INR2,133 crores.
- Operating EBITDA almost doubled, showing a 97% growth to INR162 crores, and PAT improved significantly to INR37 crores from a loss of INR1 crore in the previous year.
- The Consumer Durable division saw a blended growth of 67%, driven by a 71% increase in the Room Air Conditioner (RAC) segment.
- The Electronics division experienced remarkable growth, with revenue increasing by 96% to INR472 crores and EBITDA growing by 193% to INR34 crores.
- Amber Enterprises India Ltd (NSE:AMBER) revised its revenue growth guidance for the Electronics division from 45% to 55% for FY25, indicating strong future prospects.
- The Railway Subsystem and Defense division reported a muted quarter with a 13% decline in revenue due to delays in product offtake.
- The profitability of the Railway Subsystem and Defense division was impacted by delays and expansion expenses, with expectations to normalize only by H2 of FY26.
- Gross margins in the RAC segment declined by 106 basis points, attributed to product mix changes.
- There are capacity constraints in the Electronics division, particularly in the Accent segment, which could impact short-term growth.
- The company faces potential supply chain disruptions, particularly in the compressor segment, which could affect future production if not resolved.
Ladies and gentlemen, good day, and welcome to Amber Enterprises India Limited Q3 and 9M FY25 earnings conference call. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Jasbir Singh, Executive Chairman and CEO and Whole-Time Director of Amber Enterprises India Limited. Thank you, and over to you, sir.
Hello, good morning. Greetings for 2025, and thank you for joining from different time zones. On the call today, I'm joined by Mr. Daljit Singh, Managing Director; Mr. Sudhir Goyal, Group CFO, Sanjay Arora, CEO of Electronics Division and Whole-Time Director of ILJIN Electronics.
We have uploaded our results presentation on the exchanges, and I hope everybody had an opportunity to go through the same.
I'm pleased to report robust quarterly performance in quarter three FY25 with revenue of INR2,133 crores, registering growth of 65%. Operating EBITDA almost doubled to INR162 crores,
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