Q3 2026 Amber Enterprises India Ltd Earnings Call Transcript
Key Points
- Amber Enterprises India Ltd (NSE:AMBER) reported a consolidated revenue growth of 38% year-on-year for Q3 FY26, reaching INR2,943 crores.
- The company's operating EBITDA grew by 53% year-on-year, amounting to INR247 crores for the quarter.
- The Electronics division showed significant growth with a 79% increase in revenue, driven by the printed circuit board assembly vertical and new additions in power electronics and automation electronics.
- Amber Enterprises secured land allotments for future expansion, including 100 acres near Jewar Airport for manufacturing facilities.
- The Consumer Durable division recorded a 27% revenue growth, supported by a diversified product offering and expanded customer base.
- The company recognized a one-time exceptional impairment loss for its investment in Shivalik, impacting profitability.
- There are concerns about the sharp surge in commodity costs and currency depreciation, which could affect margins.
- The room AC industry is expected to remain flattish this year, posing challenges for growth in that segment.
- The PCB vertical faces margin pressure due to CCL and gold price spikes, with a lag in passing costs to customers.
- Finance costs increased due to inventory buildup and acquisitions, impacting overall financial performance.
Ladies and gentlemen, good day, and welcome to the Amber Enterprises India Limited Q3 and nine months FY26 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, CEO and whole time Director of Amber Enterprises India Limited. Thank you, and over to you, sir.
Hello. Good morning, everybody. On the call today, I'm joined by Mr. Daljit Singh, our MD; Mr. Sudhir Goyal, Group CFO; and Mr. Sanjay Arora, whole time Director of ILJIN Electronics. We have uploaded our quarterly presentation on the exchanges, and I hope everyone had an opportunity to go through the same.
We extend our appreciation to the honorable Finance Minister for the enhanced outlay of INR40,000 crores towards the ECMS scheme. This scheme will serve as a catalyst for accelerating the growth of a robust electronics ecosystem in our country and creating
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