Amber Enterprises India Limited — PPTs, 06-11-2025: Investor Presentation

Amber Enterprises reports H1 FY26 consolidated revenue climbed 25% to ₹5,096 Cr, with Operating EBITDA up 13% to ₹361 Cr. Q2 FY26, however, saw a 2% revenue dip and a 19% Operating EBITDA decline. Net loss for Q2 was ₹32 Cr, leading to H1 PAT falling 23% to ₹74 Cr, primarily due to higher financing costs from the Power-One acquisition and elevated inventory.

The Electronics division spearheaded growth with H1 revenue soaring 60% and EBITDA up 30%. Key moves include acquiring a 60% stake in Power-One Microsystem (solar inverters, EV chargers) and 40.2% in Unitronics. Major expansion is underway for multi-layer PCB facilities at Hosur (trial Q2 FY27) and planned for Jewar, targeting double-digit EBITDA margins by FY27.

Consumer Durables H1 revenue rose 15%, though Q2 faced headwinds from challenging weather and GST policy changes. Management remains upbeat, anticipating GST cuts to drive sector growth and aiming to outperform the industry by 13-15% this year as inventories normalize.

Railway Sub-systems posted H1 revenue growth of 17%. With a strong ₹2,600+ Cr order visibility, Amber aims to double this division's revenue in two years through facility expansions and diversified product offerings, noting increased traction in defense projects.