Q4 2026 Amber Enterprises India Ltd Earnings Call Transcript
Key Points
- Amber Enterprises India Ltd (NSE:AMBER) reported a significant 22% growth in consolidated revenue, reaching INR12,186 crores for FY '26.
- The Electronics division showed strong growth momentum with a 49% increase in revenue, driven by the PCBA business and new business additions.
- The Railway division delivered a 19% revenue growth, supported by increased offtake in metro, railway, and defense solutions.
- The company has strategically expanded its PCB manufacturing capabilities, positioning itself as a leading PCB manufacturer in India.
- Amber Enterprises India Ltd (NSE:AMBER) has increased its stake in Unitronics Israel to 50.4%, achieving majority ownership and strengthening its position in industrial automation.
- The Consumer Durable division faced challenges due to weather conditions, resulting in a largely flat room AC industry.
- Prevailing high commodity prices, currency depreciation, and minimum wage revisions pose headwinds for the Consumer Durable and Electronic divisions.
- The company anticipates a margin pressure of 50- to 100-bps at the consolidated level due to temporary macroeconomic factors.
- Input costs for bare PCB businesses have increased significantly, with copper clad laminate and gold prices rising by over 60% in the past year.
- Fixed price contracts in the Indian railway sector limit the company's ability to pass on cost increases, impacting margins.
Ladies and Gentlemen, Good day and welcome to the Q4 and FY '26 earnings conference call of Amber Enterprises India Limited.
(Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Jasbir Singh, Executive Chairman, CEO and Hold-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 Managing Director; Mr. Sudhir Goyal, Group CFO; Mr. Sanjay Arora, Whole-Time Director of ILJIN Electronics; and Mr. Sachin Gupta, Whole-Time Director of Amber. We have uploaded our presentation on the exchanges, and I hope everyone had an opportunity to go through the same.
I'm pleased to report FY '26 has been a remarkable year for the company as our consolidated revenue surpassed INR12,000 crore milestone despite the RAC industry witnessed a challenging
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