Amber Enterprises India Limited — Investor Meet, 22-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Amber Enterprises posted strong FY26 consolidated revenue of ₹12,186 Cr (+22%), with Operating EBITDA and Adjusted PAT also up 22%. All three divisions fueled this growth. The Electronics division surged (+49% revenue), forecasting ~40% growth in FY27, while Railways grew (+19%), expecting 30-35% for FY27-28 from a ₹2,600 Cr+ order book.

Management foresees temporary 50-100 bps consolidated margin pressure in FY27 due to commodity prices, currency, and wage hikes, which should normalize. Planned FY27 cash capex is ₹1,100-1,200 Cr, mainly for electronics expansion, potentially raising net debt to ₹700-800 Cr. The company expressed confidence in its diversified growth.