Amber Enterprises India Limited reported a resilient FY26, with consolidated revenue growing 22% to reach ₹12,186 crore. Despite a challenging year for the room AC industry due to weather conditions, the company saw strong performance across its Electronics and Railway divisions. Operating EBITDA rose 22% to ₹970 crore, and Adjusted PAT grew 22% to ₹338 crore, underscoring the success of the company’s diversified growth strategy and long-term electronics manufacturing expansion.
Consolidated Financial Performance
The company delivered robust growth in FY26, achieving a consolidated revenue of ₹12,186 crore, a 22% year-on-year increase. Operating EBITDA also grew by 22% to ₹970 crore. While the business experienced temporary margin pressure of 50 to 100 bps due to high commodity prices, currency fluctuations, and wage revisions in Haryana and Uttar Pradesh, the management remains confident that these are short-term impacts that will normalize as the macro environment improves.
Segmental Growth Drivers
The Consumer Durable division showed resilience, growing 14% over the previous year, with the company increasing its room AC production capacity at Sri City to capture future demand. The Electronics division proved to be a major growth engine, recording revenue of ₹3,268 crore, a 49% year-on-year surge, driven by strong PCBA business and the integration of new acquisitions like Power-One, Unitronics, and Shogini.
Expanding the Electronics Ecosystem
Amber is aggressively strengthening its position as an Atmanirbhar electronics manufacturer. Total investment approvals under ECMS have exceeded ₹4,500 crore, with new facilities for HDI PCB manufacturing in Noida (Ascent-K) and multilayer PCB applications in Hosur and Pune. Construction for the new Ascent-K facility near the Noida Airport is set to commence in June 2026, with mass production expected by FY28.
Railway Division Outlook
The Railway division achieved 19% revenue growth in FY26. With a strong order book exceeding ₹2,600 crore and a new Sidwal Greenfield facility in Faridabad now ready for commercial production, the division is well-positioned for sustained growth of 30% to 35% in FY27 and FY28. The company is also successfully diversifying into data center cooling solutions, having already secured 4 customers in this segment.
Source: BSE
