Amber Enterprises India (AMBER ) Q4 25/26 earnings summary

Executive summary

• Consolidated revenue surpassed ₹12,000 Cr in FY26, marking a 22% year-over-year increase, with all divisions contributing to growth.

• Audited standalone and consolidated financial results for the quarter and year ended 31 March 2026 were approved, with the standalone results receiving an unmodified opinion and the consolidated results a qualified opinion due to unaudited subsidiary and joint venture data.

• Strategic acquisitions in the electronics division and facility expansions across segments strengthened business capabilities.

• Equity funds of ~₹1,000 Cr raised via QIP, and additional capital raised by ILJIN Electronics, bolstering the balance sheet.

• The group expanded through acquisitions, including Power-One Micro Systems, Shogini Technoarts, and Unitronics, and completed a significant QIP and rights issue to fund growth and repay debt.

Financial highlights

• FY26 consolidated revenue: ₹12,30,663.70 lakh (22% YoY growth); Q4FY26 revenue: ₹4,148 Cr (10% YoY growth).

• Operating EBITDA for FY26: ₹970 Cr (22% YoY growth); Q4FY26: ₹362 Cr (15% YoY growth).

• Adjusted PAT for FY26: ₹338 Cr (22% YoY growth); Q4FY26: ₹162 Cr (27% YoY growth).

• Gross margins improved to 18.4% in FY26 from 17.9% in FY25.

• Total assets increased to ₹13,76,687.58 lakh (consolidated) as of 31 March 2026.

Outlook and guidance

• Electronics division expects ~40% revenue growth in FY27, driven by recent acquisitions and alliances.

• Railway Sub-systems & Defense division targets 30–35% revenue growth in FY27, supported by new facilities and product expansion.

• Management continues to focus on strategic acquisitions, international expansion, and operational integration.

• Proceeds from QIP and rights issue are earmarked for debt repayment and strategic initiatives.