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Commodity cost inflation and pass-through lag
View Risks →Amber Enterprises India Limited — Q3 FY26
Amber Enterprises delivered a strong Q3 FY26 with consolidated revenue of ₹2,943 crore (+38% YoY) and EBITDA of ₹247 crore (+53% YoY), driven by robust performance in the electronics division (+79% revenue) and consumer durables (+27% revenue).
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Amber Enterprises delivered a strong Q3 FY26 with consolidated revenue of ₹2,943 crore (+38% YoY) and EBITDA of ₹247 crore (+53% YoY), driven by robust performance in the electronics division (+79% revenue) and consumer durables (+27% revenue). PAT before impairment grew 128% to ₹84 crore. The electronics division achieved a double-digit EBITDA margin of ~10.5% ahead of FY27 guidance, aided by acquisitions (Shoguni, Unitronics) and organic growth in PCBA and power electronics. Consumer durables benefited from wallet share expansion and non-AC components, despite a flattish room AC industry. The railway division posted 20% growth with a strong order book of ₹2,600 crore+. Management guided for 13-15% growth in consumer durables and doubling railway revenue over two years. Risks include commodity cost inflation (copper, CCL) with a pass-through lag of 1-1.5 quarters, and potential margin pressure from rising input costs.
एम्बर एंटरप्राइजेज ने तीसरी तिमाही में शानदार प्रदर्शन किया। कंपनी की कुल कमाई ₹2,943 करोड़ रही, जो पिछले साल से 38% ज्यादा है। मुनाफा (EBITDA) ₹247 करोड़ रहा, जो 53% बढ़ा। इसकी मुख्य वजह इलेक्ट्रॉनिक्स डिवीजन (79% ज्यादा कमाई) और कंज्यूमर ड्यूरेबल्स (27% ज्यादा कमाई) का अच्छा प्रदर्शन रहा। कंपनी का शुद्ध मुनाफा (PAT) 128% बढ़कर ₹84 करोड़ हो गया। इलेक्ट्रॉनिक्स डिवीजन ने 10.5% का मुनाफा मार्जिन हासिल किया, जो उम्मीद से बेहतर है। रेलवे डिवीजन ने 20% ग्रोथ दिखाई और उसके पास ₹2,600 करोड़ से ज्यादा के ऑर्डर हैं। कंपनी को कंज्यूमर ड्यूरेबल्स में 13-15% और रेलवे में दो साल में दोगुनी ग्रोथ की उम्मीद है। जोखिम: तांबा जैसे कच्चे माल के दाम बढ़ने से मुनाफा कम हो सकता है।
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Electronics Division Revenue Growth
79%
+79% YoY
Electronics division revenue grew to ₹845 crore, driven by PCBA, bare PCB, and new additions.
Consumer Durable Revenue Growth
27%
+27% YoY
Consumer durable division revenue grew to ₹1,971 crore, outpacing flattish industry.
Railway Order Book
₹2,600 crore+
N/A
Strong order book provides visibility for doubling railway division revenue over two years.
Electronics EBITDA Margin
10.4%
+330bps YoY
Electronics division achieved double-digit EBITDA margin of ~10.4% in Q3, ahead of FY27 target.
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Guidance and risk preview
Despite flattish industry, Amber expects its consumer durable division to grow 13-15% for the full year, driven by wallet share gains and product d...
Sharp surge in copper and CCL prices may pressure margins as pass-through to customers occurs with a 1-1.5 quarter lag.
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