Amber Enterprises India Limited — PPTs, 14-08-2026: Investor Presentation

Amber Enterprises (AMBER) reported a solid Q1FY27, with revenue climbing 13% YoY to ₹3,888 Cr. Operating EBITDA jumped 28% to ₹337 Cr, expanding margins to 8.7%, while Adjusted Profit after Tax saw a healthy 19% rise to ₹126 Cr.

The Electronics division was a standout, showing 29% revenue growth and a significant 117% increase in EBITDA, despite raw material cost pressures on Bare PCB. Consumer Durables grew 8% in revenue and 12% in EBITDA. The Railway Sub-systems division saw revenue grow 18% but EBITDA dipped 26% due to product mix and rising costs.

A major strategic move is the new manufacturing collaboration with Oppo Mobiles for OPPO, OnePlus, and Realme smartphones. This asset-light venture, targeting trial production by Q4FY27, aims to diversify and de-seasonalize revenue. Expansion continues with a groundbreaking for an HDI PCB facility in Jewar and progress on a multi-layer PCB facility in Hosur. The Railway division's new facilities are operational, supported by a robust ₹2,750+ Cr order book. Management anticipates Consumer Durables to align with industry growth, and the Railway division targets 30-35% revenue growth for FY27.