Q3-FY26 · Jazbir Singh
We feel that the industry should be flattish this year whereas we have again and again maintained our guidance and we are hopeful to deliver about 14 to 15% kind of a growth.
AMBER / language trends
Read confidence between the lines.
Amber Enterprises India · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
tracked
Q3-FY26 · Jazbir Singh
This is the first quarter ever where we have seen about 10 and a half% EBITDA for our electronics division.
Q3-FY26 · Jazbir Singh
We have already guided that in consumer durable we expect to do about 15% kind of a growth despite markets being flattish.
Q4-FY26 · Jasbir Singh
We expect a margin pressure of 50 to 100 bips at consolidated level which is of temporary in nature and expected to normalize as macro environment improves.
Q4-FY26 · Jasbir Singh
In the PCB business we are tier two. We don't supply directly to Maruti or Hyundai. We supply to tier one guys. And that's where the inventories has to be taken care at two levels. And hence the lag in the PCB business to increase the cost is about two quarters.
Q4-FY26 · Jasbir Singh
We are trying to balance the left and right. So left side is the volume side business which are equally important to bring scale and to have a leverage on the purchase side. On the value side they are more sticky businesses.