Amber Enterprises India Limited (NSE: AMBER) reported higher consolidated revenue and profit for the quarter ended Dec. 31, 2025, driven by growth across its consumer durables, electronics, and railway sub-systems businesses.
Latest quarterly results
Consolidated revenue for the third quarter rose to ₹2,943 crore, compared with ₹2,133 crore in the same period a year earlier. Operating EBITDA increased to ₹247 crore from ₹162 crore year-on-year. Adjusted profit after tax stood at ₹84 crore, compared with ₹37 crore in the corresponding quarter of the previous fiscal year.
For the nine months ended Dec. 31, 2025, consolidated revenue increased to ₹8,039 crore from ₹6,219 crore a year earlier. Operating EBITDA rose to ₹608 crore from ₹482 crore. Adjusted profit after tax for the nine-month period stood at ₹158 crore, compared with ₹133 crore in the prior-year period.
Segment performance
Consumer Durables:
The consumer durables division reported quarterly revenue of ₹1,971 crore, reflecting year-on-year growth. The segment continued to generate revenue from room air-conditioner components, finished goods, and sub-assemblies, with operations spanning multiple product verticals.
Electronics:
The electronics division recorded quarterly revenue of ₹845 crore, representing a significant year-on-year increase. Operating EBITDA for the segment rose sharply on a year-on-year basis. The division’s activities include PCB assembly, bare PCB manufacturing, and box-build solutions, with contributions from recently acquired businesses.
Railway Sub-systems and Defence:
The railway sub-systems and defence division reported quarterly revenue of ₹127 crore, marking year-on-year growth. The segment continued to supply components such as couplers, pantographs, brakes, HVAC systems, and other railway sub-systems.
Full-year context
For the nine-month period, revenue increased across all operating divisions compared with the same period last year. Consolidated operating margins remained broadly stable. Profitability improved on a year-on-year basis for both the quarter and the nine-month period. No changes to previously communicated financial positioning were disclosed.
Business and operations update
During the quarter, the company received approvals under the Electronics Component Manufacturing Scheme (ECMS) for HDI and multi-layer PCB applications. Land allotments were secured in the Yamuna Expressway Industrial Development Authority region for setting up new manufacturing facilities. Construction and capacity expansion activities continued at multiple electronics manufacturing locations.
M&A and strategic actions
Amber completed the acquisition of an 80% stake in Shogini Technoarts Pvt. Ltd., a printed circuit board manufacturer, during the quarter. The company also increased its stake in Unitronics, an industrial automation solutions provider, to approximately 45.5%. These transactions were reported as part of the expansion of the electronics division.
What to watch
Key areas to monitor include execution of ECMS-approved investments, commissioning timelines for new PCB facilities, and revenue contribution from acquired electronics businesses.
Performance summary
Amber Enterprises reported higher quarterly and nine-month revenue and profit. The electronics division recorded the fastest year-on-year growth. Consumer durables remained the largest contributor by revenue, while the railway sub-systems and defence business continued to expand on a smaller base.