Amber Enterprises India Ltd
Amber Enterprises India Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Consumer Durable division is expected to grow 13% to 15% for the full year. Electronics division is expected to achieve double-digit EBITDA margins by FY '27, supported by strong growth and high-value, margin-accretive product portfolio.
From Amber Enterprises India Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Consumer Durable division is expected to grow 13% to 15% for the full year.
- Room AC industry anticipated to grow volume-wise at 12% to 15% CAGR over next 4-5 years.
- Post INR 4,000 per capita income milestone, AC industry growth could accelerate to 20%-25%.
- Electronics division expects double-digit EBITDA margins in FY '27 with strong growth momentum.
- Railway Subsystem and Defense division aims to double revenue over next 2 financial years.
- Expansion in product portfolio and increased wallet share across divisions supports growth.
- Commodity price impacts expected to normalize with price pass-through in 1-1.5 quarters.
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Profitability & Margins
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Capital Expenditure Plans
- YEIDA Expansion: Total planned investment of INR 6,800 crores on 100 acres for 2 manufacturing facilities; split into INR 3,200 crores for Korea Circuits (KCC) and INR 3,600 crores balance over 4-5 years with incentives from central and UP government.
- Korea Circuits (KCC): First phase INR 1,200 crores capex with groundbreaking expected by March/April 2026, commercial production after 18 months.
- Shogini Investment: INR 500 crores planned over 4-5 years with INR 55-60 crores capex planned for FY 2026.
- Hosur Expansion: INR 700-800 crores capex in FY 2026 with trial production starting September 2026, mass production by January 2027.
- Pune Expansion: Ongoing construction, expected to complete by March/April 2026 and start production in May 2026.
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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
- Amber Enterprises' Railway Subsystems and Defense division currently holds a robust order book of over INR 2,600 crores.
- The order book comprises approximately 46% from railways, 35% from metro projects, and around 10-20% expected from the defense segment in the coming years.
- The company expects the defense vertical to contribute at least 20% to Sidwal's order book in the next 2 financial years.
- Collaboration with Titagarh Firema provided business visibility worth about INR 700 crores for HVAC products and new offerings like doors and gangways.
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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 →
- Q2 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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Frequently Asked Questions
What were Amber Enterprises India Ltd Q3 FY26 results?
Consumer Durable division is expected to grow 13% to 15% for the full year. Electronics division is expected to achieve double-digit EBITDA margins by FY '27, supported by strong growth and high-value, margin-accretive product portfolio.
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 134.1 with a market cap of ₹26,543 Cr. Investors should review the full earnings analysis for detailed insights.
Is Amber Enterprises India Ltd planning capital expenditure?
YEIDA Expansion: Total planned investment of INR 6,800 crores on 100 acres for 2 manufacturing facilities; split into INR 3,200 crores for Korea Circuits (KCC) and INR 3,600 crores balance over 4-5 years with incentives from central and UP government.
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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.