Amber Enterp.

Q4 FY26Consumer Durables

Amber Enterp. Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹7,407

Market cap₹25.9K Cr

P/E125.6

Updated25 Aug 2026

Read4 min read

What the Q4 FY26 call signalled

3 of 4 strong

RevenueGood growth

MarginMargins slightly down

CapexCapex planned

Order bookOrder book rising

The short version

Consumer Durables (CD) division: Expected to grow about 12-13% in FY '27, in line with broader industry trends; Q1 industry volume growth estimated around 20%. FY '27 revenue growth is expected to continue strongly with consumer durables growing around 12-13% in line with industry, electronics division targeting ~40% growth, and railway division aiming for 30-35% growth.

From Amber Enterp.'s Q4 FY26 earnings-call transcript · updated 25 Aug 2026.

Revenue & Sales Performance

Good growth

Consumer Durables (CD) division: Expected to grow about 12-13% in FY '27, in line with broader industry trends; Q1 industry volume growth estimated around 20%.
Electronics division: Anticipated strong growth of around 40% in FY '27, driven by PCBA, bare PCB business, and new acquisitions.
Railway division: Projected growth of 30-35% in FY '27 and FY '28, supported by metro and railway orders plus new product portfolio expansion.

2 more points management made on revenue & sales performance

Profitability & Margins

FY '27 revenue growth is expected to continue strongly with consumer durables growing around 12-13% in line with industry, electronics division targeting ~40% growth, and railway division aiming for 30-35% growth.
Operating EBITDA growth is anticipated to align broadly with revenue growth, though there may be temporary margin pressure of 50-100 bps due to high commodity, currency, and wage cost inflation.
Electronics division's margin target is around 9.5%-10%, with railway division margins at 16%-17%.
Adjusted PAT growth prospects remain positive, driven by scaling of value-added and high-margin businesses.
Capex-led expansion, particularly through new PCB manufacturing (Ascent facilities) and acquisitions, expected to fuel long-term profitability and earnings growth.

2 more points management made on profitability & margins

See what Amber Enterp. said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Capex planned

FY '27 capex expected around INR 1,800 to 2,000 crores, including Ascent new project and other divisions.
From a cash flow perspective, cash outflow would be lower at about INR 1,100 to 1,200 crores due to better negotiated payment terms.
FY '28 capex cash outflow anticipated at INR 1,400 to 1,500 crores, mainly due to larger Ascent-K circuit capex.
Capex includes investments in Ascent plant, Ascent-K circuit JV, and other divisions to strengthen electronics and cooling business.
Capital subsidies: Land subsidy (around 25%) already factored in; building and other capex subsidies expected over 5-6 years, starting FY '28 with commercial production of Ascent plant.

2 more points management made on capital expenditure plans

Top-ranked in Consumer Durables

Ranked on what management guided this quarter

5x potential

1Visdem Technosys₹94 Cr

Rev 1Mar 1

2Shanti Gold International Ltd₹2.3K Cr

Rev 1Mar 2

3₹1.9K Cr

Rev 1Mar 3

4₹201 Cr

Rev 1Mar 3

5₹1.8K Cr

Rev 2Mar 2

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

Fundraising & Capital Structure

As of the call on May 18, 2026, Amber Enterprises indicated a net debt position expected to increase from INR 511 crores in FY '26 to around INR 700-800 crores by year-end, reflecting capex and cash flow dynamics.
No explicit mention was made of any planned new fundraising through debt or equity in the near term.
Discussion on non-controlling interest (NCI) and CCPS conversion hinted at potential future equity dilution, but no immediate equity fundraise was reported or planned at this stage.

Capex plans for FY '27 and '28 totaling INR 1,800-2,000 crores and INR 1,200-1,500 crores respectively are to be financed primarily through negotiated supplier terms and existing cash flows, reducing immediate need for external fundraising.
Investors were encouraged to contact Investor Relations for further queries, but no direct announcements regarding new debt or equity fundraising were made during this call.

2 more points management made on fundraising & capital structure

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

Order Book & Pipeline

Order book rising

Railway division has a strong order book visibility of INR 2,600 crores plus. (Page 3)
Electronics division currently has a positive order book, with confidence to deliver about 40% growth this year. (Page 15)
No specific total order book figure for the entire company was disclosed beyond these divisional mentions. (Pages 3, 15)
Sidwal's Greenfield facility in Faridabad is ready for trial production, indicating upcoming order fulfillment. (Page 3)

Amber Enterp. — 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 Enterp.'s management said in earlier quarters

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Frequently Asked Questions

What were Amber Enterp. Q4 FY26 results?

What is Amber Enterp. share price analysis?

Amber Enterp. 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 Enterp. planning capital expenditure?

FY '27 capex expected around INR 1,800 to 2,000 crores, including Ascent new project and other divisions.

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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.