Amber Enterprises India Ltd. · NSE:AMBER
Amber Enterprises India — H1 FY26 Earnings Presentation
26 slides from Amber Enterprises India's earnings presentation, Nov 6, 2025
Slide 1: Exchange filing cover letter
Date: 06 November 2025 To To Secretary Secretary Listing Department Listing Department BSE Limited National Stock Exchange of India Ltd. Department of Corporate Services Exchange Plaza, C-1, Block G, Bandra Kurla Phiroze Jeejeebhoy Towers Dalal Street, Complex, Bandra (E) Mumbai – 400 051 Mumbai – 4
Slide 2: Q2 & H1 FY26 Result Presentation
Amber Enterprises India Limited Expanding Horizons. Q2 & H1 Shaping FY26 the Future. Result Presentation November 2025
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: Key Highlights
ZXamber Key Highlights
Slide 5: Q2 & H1 FY26 Consolidated Performance
Q2 & H1 FY26 Consolidated Performance REVENUE^ OPERATING EBITDA* PAT## In ₹ Crore 25% 13% -23% 7.8% 7.1% H1FY26 5,096 4,086 361 320 96 74 H1FY25 H1FY26 H1FY25 H1FY26 H1FY25 H1FY26 REVENUE^ OPERATING EBITDA* PAT## -2% -19% 7.1% 5.9% Q2FY26 1,685 1,647 120 98 21 (32) Q2FY25 Q2FY26 Q2FY25 Q2FY26 Q2FY25
Slide 6: Consolidated Operating EBITDA & Revenue Build-up
Consolidated Operating EBITDA & Revenue Build-up In ₹ Crore REVENUE^ OPERATING EBITDA* 255 5,096 43 361 1,409 H1FY26 88 3,433 229 Consumer 1 Electronics 2 Railway3 Sub- Total 4 Consumer 1 Electronics 2 Railway 3 Sub- Total 4 Durable Division^ systems & Mobility Durables Division* systems & Mobility
Slide 7: Consumer Durables Division
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Slide 8: Consumer Durable Division Overview
Consumer Durable Division Division Overview FY18 FY25 Diversified Business Streams RAC (CBU) as a % across Finished Goods, 72% 43% of total revenue Components & Sub-Assemblies 24 ~70% Facilities BoM Catering Capability Business RAC CAC Components Verticals CBU stands for Completely Built Unit amberg
Slide 9: Consumer Durables Product Portfolio
Consumer Durables Product Portfolio Diversification into Various Applications Products Target Segments FG AC & Components IDU ▪ Split AC, Window AC, Inverter AC ODU ▪ Cassette AC, Tower AC and Ductable Commercial AC Non-AC Components Window AC ▪ Refrigerators Components ▪ Washing Machine Copper Tube
Slide 10: Consumer Durables Division Performance
Consumer Durables Division Performance In ₹ Crore REVENUE OPERATING EBITDA* COMMENTS 5.9% 6.8% 7.1% 6.7% ▪ Division performance impacted due to the H1FY26 15% challenging season for RAC industry, 3,433 8% 2,987 impacted by non-conducive weather and 229 211 deferment of purchase in-between 1,928 1,87
Slide 11: Electronics Division
Electronics Division
Slide 12: Electronics Division Overview
Electronics Division Division Overview 06 01 Facilities Expansion at Hosur PCB-A & Bare PCB Business Box Build Verticals PCB-A stands for PCB Assembly ambergroupindia.com 11
Slide 13: Electronics Division: Expansion
Electronics Division: Expansion Ascent Circuits Facility Expansion – Hosur, T.N • Construction progressing well for new multi-layer PCB facility at Hosur • The construction commencement was graced by presence Hon’ble Chief Minister of Tamil Nadu • ECMS approval received for • Multi-layer PCBs applic
Slide 14: Electronics Division: Revenue Mix
Electronics Division: Revenue Mix PCB-A and Bare PCB Revenue Split PCB-A H1FY26 & Box Build 85% 15% Bare PCB (including Power-One#) Diversified Customer Segments Others Others Industrial IT & Telecom Diversified Revenue* Hearable/ Diversified customer base with FY20 rich mix of segment Wearable FY25
Slide 15: Electronics Product Portfolio
Electronics Product Portfolio Product Portfolio Expansion Target Segments Product Portfolio for PCBA’s and Bare PCBs Consumer Durables Automobile Smart Watches IT & Telecom Defence & Aerospace Industrials (Including Energy) Industrials (Power-One) FY20 FY21 FY22 FY23 FY24 FY25 FY26 ambergroupindia.c
Slide 16: Electronics Division Performance
Electronics Division Performance In ₹ Crore REVENUE OPERATING EBITDA* COMMENTS 3.8% 4.7% 7.7% 6.3% ▪ Strong division growth: 60% 1,409 ▪ Revenue grew by 60% YoY and H1FY26 30% 88 Operating EBITDA grew by 30% YoY 880 68 in H1FY26 449 515 ▪ PCB vertical margins got impacted by the 24 17 higher raw mat
Slide 17: Power-One Micro Systems
Power-One Micro Systems ILJIN Electronics acquired majority stake in Power-One Microsystem Pvt Ltd Products Solar Inverters UPS Systems EV chargers Battery Energy (On-grid, Off-grid, and Hybrid) (AC & DC) Storage Systems ➢ Expansion into high potential and rapidly growing sector Synergies ➢ Catalyse
Slide 18: Railway Sub-systems & Defense Division
Railway Sub-systems & Defense Division
Slide 19: Railway Sub-systems & Defense Division Overview
Railway Sub-systems & Defense Division Division Overview 01 02 ₹ 2,600+ Cr Facility Expansion of New Facilities Order Book Visibility Coupler Pantograph Doors Gangways Collaborations and Driving Gears Brakes Product Expansion Technology Transfer (ToT) JV with Yujin Machinery Greenfield Expansion New
Slide 20: Railway Sub-systems & Defense Product Portfolio
Railway Sub-systems & Defense Product Portfolio Diversification of Product Portfolio Target Segments Railways & Metro HVAC (Railway, Metro) Pantry Doors Gangways Brakes Coupler Pantograph Driving Gears Micro-Processor Controller Beyond Railways Defence (HVAC) Data Centre (HVAC) FY20 FY21 FY22 FY23 F
Slide 21: Railway Sub-systems & Defense Division Performance
Railway Sub-systems & Defense Division Performance In ₹ Crore COMMENTS REVENUE OPERATING EBITDA* ▪ Division witnessed good growth driven by 17% 25.5% 22.0% 18.9% 17.0% 255 Metro in particular 235 H1FY26 219 5% 200 51 52 ▪ Revenue grew by 17% YoY and 41 43 Operating EBITDA grew by 5% YoY in H1FY26 H1
Slide 22: Consolidated Financial Performance
Consolidated Financial Performance
Slide 23: Consolidated Profit & Loss Statement
Consolidated Profit & Loss Statement Particulars (₹ in Crs.) Q2FY26 Q2FY25 YoY H1FY26 H1FY25 YoY Revenue from Operations 1,647 1,685 (2%) 5,096 4,086 25% Raw Material Consumption (RMC) 1,309 1,346 4,217 3,320 Gross Profit 338 339 0% 879 766 15% Gross Margins (%) 20.5% 20.1% 17.3% 18.7% Employee Expe
Slide 24: Consolidated Balance Sheet
Consolidated Balance Sheet Particulars (₹ in Crs.) Sep-25 Mar-25 Particulars (₹ in Crs.) Sep-25 Mar-25 Non-Current Assets 4,749 3,780 Equity 3,761 2,310 Property, plant and equipment (including 2,451 2,268 Equity share capital 35 34 Right-of-use assets) Investment property 15 16 Other equity 3,612 2
Slide 25: Consolidated Cash Flow
Consolidated Cash Flow Particulars (₹ in Crs.) H1FY26 H1FY25 Operating profit before working capital changes 332 305 Changes in working capital (1,070) (465) Cash generated from operations (738) (161) Direct taxes paid (net of refund) (34) (37) Net Cash from Operating Activities (A) (772) (197) Net
Slide 26: Contact Us
Contact Us Company : Investor Relations Advisors : CIN: L28910PB1990PLC010265 CIN: U74140MH2010PTC204285 Mr. Sudhir Goyal sudhirgoyal@ambergroupindia.com Mr. Rahul Agarwal / Mr. Karan Thakker rahul.agarwal@sgapl.net sudhirgoyal@ambergroupindia.com rahul.agarwal@sgapl.net / karan.thakker@sgapl.net ka
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