Amber Enterprises India Ltd (NSE:AMBER)
₹ 6135.35 87.6 (1.45%) Market Cap: 207.23 Bil Enterprise Value: 221.76 Bil PE Ratio: 111.53 PB Ratio: 9.82 GF Score: 91/100

Q2 2025 Amber Enterprises India Ltd Earnings Call Transcript

Oct 23, 2024 / 04:00AM GMT
Release Date Price: ₹6408.05 (+12.57%)

Key Points

Positve
  • Amber Enterprises India Ltd (NSE:AMBER) reported a robust revenue growth of 82% year-over-year, reaching INR 1,685 crores.
  • Operating EBITDA increased by 85%, demonstrating strong operational efficiency.
  • The company successfully turned around its profitability, reporting a PAT of INR 21 crores compared to a loss of INR 6 crores in the previous year.
  • The consumer durables division saw a significant growth of 95%, driven by strong demand for room air conditioners and components.
  • The electronics division almost doubled its revenue to INR 492 crores, showcasing a growth of 98.22%.
Negative
  • The railway subsystems and defense division experienced a decline of 6% in revenue due to project delays and shifts in government priorities.
  • Gross margins declined by 200 basis points, attributed to a higher proportion of finished goods sales.
  • The company faces challenges in predicting future demand due to the seasonal nature of its products, particularly air conditioners.
  • There is an increase in net debt levels, expected to reach INR 700-800 crores by year-end, due to investments and CapEx.
  • The company remains cautious about providing aggressive future growth guidance, reflecting uncertainty in market conditions.
Operator

Ladies and gentlemen, good day, and welcome to the Amber Enterprise India Limited Q2 and H1 FY25 earnings conference call. This conference call may contain forward-looking statements about the company, which are based on the beliefs, opinions, and expectations of the company as on date of this call. These statements are not guarantees of future performance and involve risks and uncertainties that are difficult to predict. (Operator Instructions) Please note that the conference is being recorded.

I now hand the conference over to Mr. Jasbir Singh, Executive Chairman and CEO and Whole-Time Director of Amber Enterprise India Limited. Thank you, and over to you, sir.

Jasbir Singh
Amber Enterprises India Ltd - Executive Chairman of the Board, Chief Executive Officer, Whole Time Director

Hello, good morning, as well as good afternoon and good evening to the participants joining from different time zones. On the call today, I'm joined by Mr. Daljit Singh, Managing Director; Mr. Sudhir Goyal, our CFO; Mr. Sachin Gupta, CEO of CAC and RAC Division and Whole

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