The manufacturer of air conditioners and other electronics items on Saturday reported a consolidated net profit of nearly Rs 134 crore for the fourth quarter of FY26, marking a 15% year-on-year (YoY) increase from the Rs 116 crore net profit reported in the corresponding quarter of the previous financial year. The firm’s revenue from operations meanwhile grew over 10% YoY to Rs 4,148 crore during the quarter under review, as against Rs 3,754 crore in the year-ago period.
Amber Enterprises reported a 15% YoY growth in operating EBITDA to Rs 362 crore, while gross margins improved to around 19%. The company’s consumer durables division recorded a revenue growth of 14% in FY26 against previous year, despite a challenging RAC season during the year, while the electronics division saw a revenue growth of 49%, the company said. Railway Sub-systems & Defense Division meanwhile recorded a revenue growth of 19% in the financial year which ended on March 31, 2026.
During a concall, Amber Enterprises management said that the company expects margin pressure of 50-100 basis points on a consolidated basis in the future, according to reports.
Motilal Oswal on Amber Enterprises
Motilal Oswal said that the company reported a strong set of numbers with beats across revenue, EBITDA, and reported PAT. “Adj PAT declined 39% YoY to INR704m vs. our estimate of Rs 1.1 billion. While revenue and EBITDA expanded, Adj PAT declined mainly due to heavy losses booked by one of its JVs due to unexpected and unforeseen developments that were outside and beyond the control of the JV entity. These included challenges in certain legacy contracts and disputes raised by one of its largest customers, who suspended payments of all invoices, which resulted in significant operational and financial stress,” it said.
The domestic brokerage has a ‘Buy’ call on the shares of Amber Enterprises.
Amber Enterprises share price
The shares of the company dropped nearly 18% to trade at Rs 6,980 apiece. Notably, if the stock extends the sharp decline till the end of the session, then today will mark its worst single-day decline since a 20% crash recorded in May 2022.
The shares of the consumer durables major have declined around 17% in one week and 11% in one month. The stock is up 10% in 2026 so far and 11% in one year. In the longer term, the shares of the company jumped 235% over three years and 137% over five years.
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