Amber Enterprises India Limited — Investor Meet, 19-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Amber's Q1 FY27 consolidated revenue rose 13% to INR 3,888 Cr, with EBITDA up 28% to INR 337 Cr and adjusted PAT growing 19% to INR 126 Cr. The Electronics division saw robust 29% growth. Strategic moves include entering mobile manufacturing with Oppo (trial production Q4 FY27, commercial Q1 FY28 targeting 8M units) and starting HDI PCB facility construction. Management noted short-term margin pressures from commodity prices and wages, especially in the PCB business (currently 12%, targeting 15-16% by Q3 FY27), but expects normalization. Railway division aims for 30-35% annual growth, and Electronics expects 40%+ growth for the full year. Sentiment is confident in diversification and import substitution.