Amber Enterprises Q1 Results: Net Profit Rises 43% To Rs 104 Crore, Beats Estimates

Amber Enterprises Q1 Results: Amber Enterprises announced its April-June quarter results for fiscal 2025-26 (Q1FY26) on Tuesday, July 29, reporting a rise of 43% in consolidated net profit to Rs 104 crore, compared to Rs 72.3 crore in the corresponding period last year.

The air conditioner manufacturer's topline (revenue from operations) in the first quarter of current fiscal also rose 43% to Rs 3,499 crore, compared to Rs 2,401 crore in the year-ago period, beating Bloomberg estimates.

• Revenue rises 43.6% to Rs 3,449 crore Vs Rs 2,401 crore (Bloomberg estimate: Rs 2,942 crore)

• EBITDA rises 31% to Rs 257 crore Vs Rs 196 crore (Bloomberg estimate: Rs 204 crore)

• Margin At 7.4% Vs 8.2% (Bloomberg estimate: 7.71%)

• Net profit rises 43.6% to Rs 104 crore Vs Rs 72.3 crore. (Bloomberg estimate: Rs 77 crore)

Amber Enterprises said the company's growth was broad-based, led by a robust 97% jump in its electronics division revenue, followed by a 35% rise in consumer durables and 29% in the railway sub-system business.

Notably, the consumer durables segment was strong despite unseasonal rains and sluggish air-conditioner sales, contributing 75% to the overall revenue. Electronics and railway segments contributed 22% and 3% respectively.

Segmental margins, however, were under pressure in the June quarter. Consumer durables' margin fell 50 bps to 7%, electronics dropped 160 bps to 6.4%, and the railway sub-system margin declined 370 bps to 17.9%.

Brokerage Jefferies said the growth was largely sales-led and reaffirmed its ‘Buy’ rating on Amber Enterprises, calling it one of its key picks. The firm’s target price of ₹8,600 suggests a potential upside of over 15% from Monday’s close. Shares of Amber Enterprises have jumped 8% intraday to Rs 8,008.60 so far. The stock was last up 3.9% to 7,751 on the NSE.