Amber Enterprises India (AMBER ) Q1 25/26 earnings summary

Executive summary

• Consolidated revenue for Q1 FY26 grew 44% year-over-year to ₹3,449 crore, with operating EBITDA up 31% to ₹263 crore and PAT up 42% to ₹106 crore, though another report notes PAT declined 29% to ₹75 crore due to higher tax and JV losses.

• All three divisions—consumer durables, electronics, and railways—delivered strong growth despite a challenging season for the Room AC industry.

• Strategic acquisitions and partnerships, including Power One Microsystems and Unitronics Israel, are expected to enhance the industrial electronics portfolio and profitability.

• Unaudited standalone and consolidated financial results for the quarter ended 30 June 2025 were approved and published, with a limited review by statutory auditors confirming no material misstatements.

Financial highlights

• Consolidated revenue from operations for Q1 FY26 was ₹3,44,913.22 lakh, up from ₹2,40,129.11 lakh year-over-year, with gross profit at ₹542 crore and gross margin at 15.7%.

• Consumer durables revenue rose 33% year-over-year to ₹2,560 crore, electronics revenue up 97% to ₹766 crore, and railway/defense revenue up 29% to ₹123 crore.

• Operating EBITDA for Q1 FY26 was ₹28,636.89 lakh, up from ₹21,685.08 lakh year-over-year, with margin at 7.6%.

• PAT margin remained stable at 3.1%, with net profit attributable to equity holders at ₹10,386.81 lakh, up from ₹7,232.56 lakh year-over-year.

• Basic EPS for the quarter was ₹30.65, compared to ₹21.47 in Q1 FY25.

Outlook and guidance

• Electronics division targets $1 billion revenue in three years, with EBITDA margin guidance of 11.5%-12%.

• Consumer durables expected to outperform RAC industry growth by 10%-12% for the year.

• Railway division aims to double revenue over the next two years, supported by a strong order book and product expansion.

• Board approved an enabling resolution to raise up to ₹2,500 crore via permissible securities, subject to shareholder approval.