Amber Enterprises India Ltd
Amber Enterprises India Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Electronics division expected to reach ~$1 billion revenue over the next 3-4 years, driven by growth in PCBA, PCB, and box build capabilities. Electronics Division margins expected to improve to 8-9% by year-end FY '26 and achieve double-digit margins next year (FY '27).
From Amber Enterprises India Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- Electronics division expected to reach ~$1 billion revenue over the next 3-4 years, driven by growth in PCBA, PCB, and box build capabilities. (Page 13)
- PCBA revenue for current year targeted at around INR 2,400 crores; Electronics division overall INR 3,200+ crores. (Page 15, Page 7)
- Consumer Durables division projected to grow 13%-15% for FY '26, with industry growth expected to reach 30-35 million units by FY '30. (Pages 13, 14)
- Railway subsystem and defense division anticipated to double revenue in next 2 years due to strong order book and new product launches. (Pages 5, 9)
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Profitability & Margins
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Capital Expenditure Plans
- FY '26 consolidated capex expected between INR 700 crores to INR 850 crores (gross, before subsidies).
- Consumer Durable division capex around INR 300 crores in FY '27.
- Large PCB segment capex planned:
- Ascent Circuits first phase around INR 650 crores (major part in FY '27), with plant construction starting by January and mass production from Q3 FY '27.
- Korea Circuits JV expected capex around INR 1,200 crores in first phase, with significant capex in FY '27 post UP government approvals (expected soon).
- PCB assembly and other segments capex approx. INR 150 to 175 crores in FY '27.
- Railway division expects limited capex around INR 50-60 crores in FY '27.
- FY '28 capex uncertain, depending on PCB traction and second phase investments in Ascent and Korea Circuits JV.
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Top-ranked in Consumer Durables
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- Sidwal (Railway division) order book currently at INR 2,600 crores.
- Expecting an additional INR 400 crores to INR 500 crores of new orders in the next 1-2 quarters.
- The large part of delayed Railway orders (including Vande Bharat) is clarified and deliveries expected to start strongly next year.
- Electronics division has a decent order book, supporting guidance of 13%-15% growth in Consumer Durable division.
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Amber Enterprises India Ltd — Quarterly revenue & net profit
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.
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What Amber Enterprises India Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q4 FY25 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
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179.5 Mn in H1FY25, a YoY growth of approximately 24.3%. Key investor presentation takeaways from Interiors & More Ltd's Q2 FY26 investor presentation — and how
- Global Surfaces Ltd (Q2 FY26)
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- Greenlam Industries Ltd (Q2 FY26)
375-400 crores revenue by Q4 FY27. Key concall takeaways from Greenlam Industries Ltd's Q2 FY26 earnings call — and how it ranks against sector peers.
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Frequently Asked Questions
What were Amber Enterprises India Ltd Q2 FY26 results?
Electronics division expected to reach ~$1 billion revenue over the next 3-4 years, driven by growth in PCBA, PCB, and box build capabilities. Electronics Division margins expected to improve to 8-9% by year-end FY '26 and achieve double-digit margins next year (FY '27).
What is Amber Enterprises India Ltd share price analysis?
Amber Enterprises India Ltd currently shows a neutral. The stock trades at a P/E of 114.0 with a market cap of ₹23,517 Cr. Investors should review the full earnings analysis for detailed insights.
Is Amber Enterprises India Ltd planning capital expenditure?
FY '26 consolidated capex expected between INR 700 crores to INR 850 crores (gross, before subsidies).
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.