Amber Enterprises India Ltd. · NSE:AMBER
Amber Enterprises India — Q3 FY2024 Earnings Presentation
18 slides from Amber Enterprises India's earnings presentation, February 2024
Slide 1: Exchange filing cover letter for Investor Presentation
www.ambergroupindia.com Date: 11.02.2024 To To Secretary Secretary Listing Department Listing Department BSE Limited National Stock Exchange of India Limited Department of Corporate Services Phiroze Exchange Plaza, Bandra Kurla Complex, Jeejeebhoy Towers Dalal Street, Mumbai – 400 001 Mumbai – 400 0
Slide 2: Amber Enterprises India Limited Q3FY24 Result Presentation
Amber Enterprises India Limited Q3FY24 Result Presentation February 2024 1
Slide 3: Safe Harbor
Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Amber Enterprises India Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for a
Slide 4: Consolidated Performance
Consolidated Performance Rs. In Crs REVENUE EBITDA# Operating EBITDA* PAT 6.3% 7.8% 6.9% 7.3% 9MFY24 3,924 3,924 307 56 248 271 285 40 9MFY23 9MFY24 9MFY23 9MFY24 9MFY23 9MFY24 9MFY23 9MFY24 6.5% 6.5% 6.6% 6.3% Q3FY24 1,348 1,295 87 84 89 82 15 (1) Q3FY23 Q3FY24 Q3FY23 Q3FY24 Q3FY23 Q3FY24 Q3FY23 Q3
Slide 5: Consolidated Operating EBITDA & Revenue Build-up
Consolidated Operating EBITDA & Revenue Build-up Rs. In Crs Q3FY24 9MFY24 122 1,295 357 3,924 757 241 357 122 2,810 757 241 932 REVENUE Consumer Electronics Railway Sub- Total Consumer Electronics Railway Sub- Total Durables Division* Division* systems & Durables Division* Division* systems & Mobili
Slide 6: Segment Portfolio
Segment Portfolio Railway Sub-systems & Consumer Durables Division Electronics Division Mobility Division Product Portfolio Product Portfolio Product Portfolio • PCBA’s for: • RAC: • Railways & Metros: o Air Conditioner o Split AC, Window AC, Inverter AC o Coach HVAC System o Cassette AC and Ductabl
Slide 7: Product Portfolio
Product Portfolio Railway Sub-systems & Consumer Durables Division Electronics Division Mobility Division Smart watch TWS RRH & BBU and Bluetooth speaker Window AC Coach ACs Saloon AC Cabin AC Railway & Metro RAC ODU / IDU Microwave ONR/Routers PCBA Heat Exchanger ODU Inverter IDU Inverter WAC Main
Slide 8: Divisional Performance
Divisional Performance Consumer Durables Electronics Division Railway Sub-systems & Mobility Division CAGR 40% CAGR 39% CAGR 44% REVENUE 710 757 2,905 2,810 310 357 1,692 372 206 1,029 282 120 9MFY21 9MFY22 9MFY23 9MFY24 9MFY21 9MFY22 9MFY23 9MFY24 9MFY21 9MFY22 9MFY23 9MFY24 CAGR 62% CAGR 41% CAGR
Slide 9: Consolidated Profit & Loss Statement
Consolidated Profit & Loss Statement Particulars (Rs in Crs) Q3FY24 Q3FY23 9MFY24 9MFY23 Revenue from Operations 1,295 1,348 3,924 3,924 Raw Material Consumption (RMC) 1,039 1,119 3,164 3,274 Gross Profit 256 230 760 650 Gross Margins (%) 19.8% 17.0% 19.4% 16.6% Employee Expenses (excluding ESOP exp
Slide 10: Acquisition of 60% stake in Ascent Circuits Private Limited
Acquisition of 60% stake in Ascent Circuits Private Limited
Slide 11: Acquisition of 60% stake in Ascent Circuits Private Limited
Acquisition of 60% stake in Ascent Circuits Private Limited ILJIN Electronics (India) Private Limited Overview The Amber group has entered into ‘definitive agreements’ with Acquired 60% stake in Ascent Circuits Private Limited for acquiring majority stake in the equity share capital of Ascent Circui
Slide 12: Amber Group inks MoU with Korea Circuit
Amber Group inks MoU with Korea Circuit
Slide 13: Amber Group inks MoU with Korea Circuit
Amber Group inks MoU with Korea Circuit Overview: • Amber Group inks MoU with South Korea’s Korea Circuit, a YoungPoong group co. through its recent venture ‘Ascent Circuits’ to manufacture Flex, HDI, Semiconductor substrates PCBs, fortifying PCB manufacturing in India About Korea Circuit: • A pione
Slide 14: Strategic Alliance with Titagarh Rail Systems
Strategic Alliance with Titagarh Rail Systems
Slide 15: Formation of Strategic Alliance with Titagarh Rail Systems
Formation of Strategic Alliance with Titagarh Rail Systems To provide a comprehensive integrated solutions to rolling stock manufacturers for railway subsystems in India & overseas and to make fresh equity investments into Titagarh Firema SPA, Italy Sidwal Refrigeration Industries Pvt Ltd Titagarh R
Slide 16: Synergies
Synergies 01 The strategic partnership in Firema will facilitate Sidwal’s entry into the European market/ global play and will also give Sidwal a preferred access to Firema’s own demand 02 Firema recently signed a framework contract for design and supply of 370 sleeping coaches to Trenitalia for Eur
Slide 17: Targeted Product Portfolio
Targeted Product Portfolio Interiors Coupler Papis Seats & Grab rails Toilets 16
Slide 18: Contact Us
Contact Us Company : Investor Relations Advisors : CIN: L28910PB1990PLC010265 CIN: U74140MH2010PTC204285 Mr. Sudhir Goyal Mr. Rahul Agarwal / Mr. Karan Thakker sudhirgoyal@ambergroupindia.com rahul.agarwal@sgapl.net / karan.thakker@sgapl.net +91 98214 38864 / +91 81699 62562 www.ambergroupindia.com
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