Q1 2026 Amber Enterprises India Ltd Earnings Call Transcript
Key Points
- Amber Enterprises India Ltd (NSE:AMBER) reported a robust 44% growth in consolidated revenue, reaching INR3,449 crores for the quarter.
- The Electronics division nearly doubled its revenues to INR766 crores, reflecting a growth of 97% year-on-year.
- The company has signed a strategic cooperation agreement with GMCC, ensuring compressor supplies for three years, which supports their growth plans.
- Amber Enterprises India Ltd (NSE:AMBER) is optimistic about outperforming the RAC industry growth by 10% to 12% for the year.
- The company is expanding its capabilities in the Electronics division with plans to reach $1 billion in revenue over the next three years, supported by strategic acquisitions and partnerships.
- The operating EBITDA margin was impacted due to divisional and product mix, with expectations to stabilize between 8% to 9% by FY26 end.
- There is a significant inventory buildup in the consumer durables segment, which may slow down business in the second and third quarters.
- The tax rate remains high at 30% due to the use of the old taxation regime and MAT credit.
- The Railway division's margins were affected by product mix, particularly with lower margins in metro projects.
- The company anticipates challenges in managing the integration of recent acquisitions and maintaining its growth trajectory.
Ladies and gentlemen, good day, and welcome to the Q1 FY26 conference call of Amber Enterprises India Limited. (Operator Instructions) Please note that your 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, and good morning. On the call today, I'm joined by Mr. Daljit Singh, our Managing Director; Mr. Sudhir Goyal, our Group CFO. We have uploaded quarterly presentation on the exchanges, and I hope everyone had an opportunity to go through the same.
I'm pleased to report robust performance during the quarter, driven by growth in all the three divisions despite a challenging season for the room AC industry. The consolidated revenue grew by 44%, reaching to INR3,449 crores for the quarter and operating EBITDA grew by 31% to INR263 crores and PAT of INR106 crores, recording a 42% growth over
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