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Amber Enterprises India (AMBER ) investor relations material
Amber Enterprises India Q1 26/27 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Entered a manufacturing collaboration with OPPO Mobiles India, covering OPPO, OnePlus, and Realme, with trial production set for Q4 FY27 and commercial production in Q1 FY28, targeting 8 million units in year one and up to 16 million in year two.
Groundbreaking for HDI PCB facility at Jewar and ongoing construction at Hosur for multi-layer PCB, aiming for import substitution and employment generation.
Unaudited standalone and consolidated financial results for Q1 FY2026-27 were approved and published, with statutory auditor review confirming no material misstatements.
Strategic move into mobile manufacturing aims to de-seasonalize revenue and broaden product portfolio.
Appointment of Mr. Sudhir Goyal as CFO of IL JIN Electronics (India) Private Limited, effective 13 August 2026.
Financial highlights
Q1 FY27 revenue: INR 3,888 crore (up 13% YoY); operating EBITDA: INR 337 crore (up 28% YoY); adjusted PAT: INR 126 crore (up 19% YoY), with gross profit at INR 746 crore and gross margin at 19.2%.
PAT after exceptional items dropped to INR 3 crore due to a INR 123 crore impairment loss.
Net debt increased to INR 1,225 crore as of June 30, up from INR 510 crore as of March 26.
Basic EPS for Q1 FY2026-27 stood at Rs. 6.34, compared to Rs. 30.05 in Q1 FY2025-26.
Finance costs for Q1 FY2026-27 were Rs. 8,473.62 lakhs; depreciation and amortization expense was Rs. 10,820.83 lakhs.
Outlook and guidance
Mobile manufacturing collaboration expected to begin trial production in Q4 FY27 and commercial production in Q1 FY28.
Consumer durable division expected to grow in line with RAC industry, estimated at 13%-15% for FY27.
Electronics division maintains 40%+ revenue growth guidance for FY27, with all three sub-segments contributing.
Railway subsystem and defense division expected to deliver 30%-35% revenue growth for FY27; margins guided at 15%-16%.
Management expects no material impact from a recent fire incident at an IL JIN factory, with insurance coverage in place.
- Manufacturing partnership targets rapid scale-up, value addition, and diversification in India.AMBER
Investor update - FY26 revenue up 22% YoY to INR 12,186 crore; electronics and railways drive growth, margin pressure short-term.AMBER
Q4 25/26 - Q3 FY26 delivered strong revenue and EBITDA growth, offset by exceptional charges and major acquisitions.AMBER
Q3 25/26 - H1 FY26 revenue up 25% YoY; Q2 net loss amid higher costs, acquisitions, and QIP for debt reduction.AMBER
Q2 25/26 - Q1 FY25 delivered 41% revenue growth, 60% PAT growth, and upgraded EMS/electronics guidance above 45%.AMBER
Q1 24/25 - Q2 FY25 revenue up 82% YoY, strong growth in durables and electronics, major expansions and JVs.AMBER
Q2 24/25 - Q3 FY25 revenue up 65% YoY, with strong Consumer Durables and Electronics growth.AMBER
Q3 24/25 - FY25 revenue up 48% YoY, PAT up 80%, with robust growth and expansion across all segments.AMBER
Q4 24/25 - Q1 FY26 saw 44% revenue growth, strong segment gains, and major expansion initiatives.AMBER
Q1 25/26
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