Amber Enterprises India Ltd

Q1 FY27Consumer Durables

Amber Enterprises India Ltd Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book

Q1 FY27 earnings call: what management guided on revenue, margins and order book.

Price₹7,432

Market cap₹25.9K Cr

P/E125.6

Updated25 Aug 2026

Read4 min read

What the Q1 FY27 call signalled

3 of 4 strong

RevenueRank 2

MarginRank 3

CapexYes

FundraiseYes

Not discussed on this call: order book.

The short version

Electronics business targeted sales of INR 5,000 crores in the current year with an aspiration to double in 3 years. Electronics division aims to double sales from INR 5,000 crores in 2026 to around INR 10,000 crores in 3 years.

From Amber Enterprises India Ltd's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.

Revenue & Sales Performance

Rank 2

Electronics business targeted sales of INR 5,000 crores in the current year with an aspiration to double in 3 years.
Electronics division aims for 40%+ revenue growth in FY '27, driven by all three verticals: PCBA, PCB, and Industrial Automation.
Large total addressable market (TAM) of $16-$17 billion, expected to grow to $35-$40 billion by FY '30.
Continuing capacity expansion with capex of ~INR 3,200 crores at Jewar and INR 1,000 crores at Hosur; new plants becoming operational.
Consumer durables expected to grow in line with industry growth of around 13%-15%.
Railway & Defense division targeting 30%-35% revenue growth in FY '27.
New segments such as medical, defense, automotive, and mobile added for both organic and inorganic growth.
Overall strategy focuses on scale plus value-added businesses to sustain double-digit margins and strong growth.

Profitability & Margins

Electronics division aims to double sales from INR 5,000 crores in 2026 to around INR 10,000 crores in 3 years.
Target to maintain or grow Electronics segment EBITDA margins north of 10%, with a long-term aspiration of 14%-15%, though short-term number guidance is difficult.
Overall operating EBITDA grew 28% YoY in Q1 FY27; adjusted PAT grew 19% before exceptional items.
Consumer durables expected to grow in line with industry, around 13%-15% annually.
Railway Sub-systems & Defense division projects 30%-35% revenue growth for full year FY27, despite near-term margin pressure.
Margin normalizations expected post H1 FY27, as commodity inflation and currency pressures ease.
Capex investments in PCB and power electronics aimed to support strong growth and margin expansion.
Strategic focus on gaining dominance in a $16-17 billion electronics TAM expanding to $35-40 billion by FY30.

See what Amber Enterprises India Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Yes

Announced capex of approx. INR 3,200 crores at Jewar and INR 1,000 crores at Hosur for PCB manufacturing. Hosur plant to be operational this financial year; Jewar plant expected to start trial production in ~18 months.
Construction of a mega AC plant commenced; AC plant construction to start in next year with trial production expected by FY '29.
Strategic focus on adding value-added electronic businesses such as medical, defense, aerospace alongside existing PCB, PCBA, and industrial automation segments for growth and margin enhancement.
Fundraising options approved at IL JIN level, with potential raise up to INR 5,000 crores to support business expansion; quantum and utilization specifics to be disclosed later.
Backward integration strategy focused on PCB vertical to enhance competitiveness and margin profile.

Top-ranked in Consumer Durables

Ranked on what management guided this quarter

5x potential

1Nanta Tech₹193 Cr

Rev 1Mar 1

2Visdem Technosys₹101 Cr

Rev 1Mar 1

3₹2.0K Cr

Rev 1Mar 2

4₹1.6K Cr

Rev 1Mar 3

5₹1.3K Cr

Rev 1Mar 3

Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

The Board had approved a fundraising resolution at the IL JIN level.
Exact quantum and form of fundraising are yet to be finalized.
Potential fundraising amount could be up to INR 5,000 crores.
Funds raised are expected to be utilized for IL JIN's business growth, details to be updated once finalized.
Management will provide updates once the fundraising plans are finalized.
No specific timeline mentioned, but plans are progressing and will be shared in upcoming calls.

See what Amber Enterprises India Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

- Specific current or expected order book details were not explicitly mentioned on page 18. - However, relevant insights about order-related updates include: - ILJIN's production impacted temporarily due to a fire, but business was shifted to other locations, and operations are continuing. - Electronics division anticipated 40%+ revenue growth in FY27, indicating a strong order inflow and execution trajectory. - In mobility and railway segments, some contracts are fixed-price without price variation, implying ongoing order fulfillment at set margins. - Oppo partnership revenue recognition is being finalized, which may affect future order visibility. - Overall, management expressed confidence in meeting revenue guidance, suggesting a robust pending order pipeline. No explicit quantitative data for order book/pending orders was disclosed in the transcript on page 18.

Amber Enterprises India Ltd — Quarterly revenue & net profit

Revenue Net profit Net loss

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹4.1K Cr, net profit ₹162 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

What Amber Enterprises India Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Amber Enterprises India Ltd Q1 FY27 results?

What is Amber Enterprises India Ltd share price analysis?

Amber Enterprises India Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 125.6 with a market cap of ₹25,922 Cr. Investors should review the full earnings analysis for detailed insights.

Is Amber Enterprises India Ltd planning capital expenditure?

Announced capex of approx.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.