Amber Enterprises India Limited
2,256words
7turns
0analyst exchanges
0executives
Key numbers — 40 extracted
0%
18%
5%
7%
Rs. 2,128
rs
6
15%
Rs. 3,963
rs
59
71%
16%
6%
Guidance — 2 items
Regd. Office
opening
“No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company.”
Outcome
opening
“▪ We expect our ROCE to improve significantly from the current levels and is expected to be in the range of 19%-21% in next 2-3 years time 4 Transformation from RAC to an end to end component supplier RAC & Components Division Mobility Division Electronics Division Motors Division FY18”
Advertisement
Risks & concerns — 3 flagged
In Crs FY23 PAT +47% 6,927 4,206 475 296 164 111 FY22 FY23 FY22 FY23 FY22 FY23 Q4FY23 +55% 3,003 1,937 +54% +82% 204 133 108 59 Q4FY22 Q4FY23 Q4FY22 Q4FY23 Q4FY22 Q4FY23 * Before impact of ESOP expense and other non operating income and expenses 6 Consolidated Operating EBITDA & Revenue Build-up Q4FY23 FY23 3,003 750 2351 652 422 Amber Subsidiaries* Total 204 52 70 42 134 6,927 750 5,023 1,904 422 Amber Subsidiaries* Total 475 750 216 422 259 E U N E V E R I * * A T D B E G N I T A R E P O Rs.
— Revenue
In Crs E U N E V E R I * * A T D B E G N I T A R E P O Amber Subsidiaries* Total Amber Subsidiaries* Total 7 ** Before impact of ESOP and other non-operating income & expenditures *after inter-company eliminations and adjustments Increasing RAC and RAC Component market share Industry Size* (in Rs.
— Revenue
In Crs REVENUE OPERATING EBITDA** +82% +95% ▪ Wearable segment witnessing a strong growth ▪ Pilot lot of Telecom product started FY23 1,125 51 ▪ Onboarded new customers in 617 26 wearable and telecom sector FY22 FY23 FY22 FY23 ▪ RAC-PCBA market share crosses 20% and consistently growing Q4FY23 +69% +53% 415 245 21 13 Q4FY22 Q4FY23 Q4FY22 Q4FY23 **Before impact of ESOP expense and other non operating income and expenses 11 Motor Division Rs.
— Revenue
Speaking time
2
1
1
1
1
1
Advertisement
Opening remarks
Corp. Address
Universal Trade Tower, 1st Floor, Sector 49, Gurgaon-1 22018 C-I, Phase II, Focal Point, RajpuraTown-140401, Punjab Tel.: +91 124 3923000 I Fax: +91 124 3923016,17 Tel.: +91 1762 232126, 232646 I Fax: +91 1762 232127
Regd. Office
5 6 2 0 1 0 C L P 0 9 9 1 B P 0 1 9 8 2 L : . O N N C I Amber Enterprises India Limited Q4FY23 Result Presentation May 2023 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 any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonab
Growth Levers
▪ RAC and Components division is expected to grow faster than the industry growth rate in FY24 ▪ Mobility Application division is expected to grow at 15%- 20% in FY24 ▪ Electronics division is expected to grow at 35%-40% in FY24 ▪ Motors division is expected to grow at 30%-35% in FY24
Outcome
▪ We expect our ROCE to improve significantly from the current levels and is expected to be in the range of 19%-21% in next 2-3 years time 4 Transformation from RAC to an end to end component supplier RAC & Components Division Mobility Division Electronics Division Motors Division FY18
Revenue
5,073 FY18 Nil FY23 FY23 Revenue: 140 Revenue: 422 FY18 FY18 Revenue: 100 Revenue: 140 FY23 FY23 Revenue: 140 Revenue: 1124 FY18 Revenue: 143 FY23 Revenue: 307 FY23 Revenue: 140 FY18 EBITDA: 171 FY23 EBITDA: 284 FY18 FY18 Nil EBITDA: 140 FY23 FY23 EBITDA: 99 EBITDA: 140 FY18 EBITDA: 5 FY23 Revenue: 51 FY18 EBITDA: 8 FY23 EBITDA: 42 ▪ Consistent growth in all the divisions ▪ All the divisions contributing healthily in the top line and bottom-line, leading to an improvement in the profitability ratios ▪ ▪ ▪ Focus on prudent asset allocation results in better return on investment while balancing growth and profitability and improved return ratios ▪ ROCE improved from 11% to 15% and expected to improve further in the range of 19% to 21% in next 3 years time Capex: Timely investments in required capex helped in increase in profitability and improved share in RAC manufacturing and other segments FY23 our capex stood at ~ Rs. 698 Cr 5 Consolidated Performance REVENUE OPERATING EBITDA* +65% +6
Investor Relations Advisors
CIN: L28910PB1990PLC010265 Mr. Sudhir Goyal sudhirgoyal@ambergroupindia.com CIN: U74140MH2010PTC204285 Mr. Rahul Agarwal / Ms. Brinkle Shah Jariwala rahul.agarwal@sgapl.net / brinkle.shah@sgapl.net +91 98214 38864 / +91 9619385544 www.ambergroupindia.com www.sgapl.net 16
Advertisement