Amber Enterprises India Limited
1,360words
3turns
0analyst exchanges
0executives
Key numbers — 40 extracted
0%
19%
2%
12%
5%
6%
Rs. 708
rs
12
4%
65%
Rs. 1,236
rs
15
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.”
Regd. Office
opening
“Channel inventory is elevated and expected to Industry Outlook come at normalized level of inventory by end of Q2FY24 ▪ In H1CY23, RAC Industry has declined by ~20%-25% ▪ We expect the industry to grow by 7%-8% for FY24 ▪ Mobility: With rising transport infrastructure (Railways & Metro’s, Roadways) the industry is poised to witness substantial growth in coming future ▪ Electronics: Currently large part of demand of PCBA’s is fulfilled via imports.”
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Risks & concerns — 4 flagged
In Crs REVENUE OPERATING EBITDA* PAT 1,826 1,702 138 131 43 47 Q1FY23 Q1FY24 Q1FY23 Q1FY24 Q1FY23 Q1FY24 ▪ Our component strategy which led to product mix change has helped to improve margins during the quarter despite weak demand in RAC owing to unseasonal weather patterns * Before impact of ESOP expense and other non-operating income and expenses 3 Q1FY24 Consolidated Operating EBITDA & Revenue Build-up Rs.
— Regd. Office
In Crs Q1FY23 394 394 1,432 1,826 Q1FY24 504 504 1,702 1,198 REVENUE Amber Subsidiaries* Total Amber Subsidiaries* Total 131 54 54 77 86 OPERATING EBITDA** 138 52 52 Amber Subsidiaries* Total Amber Subsidiaries* Total 4 ** Before impact of ESOP and other non-operating income & expenditures *after inter-company eliminations and adjustments Capability building across business divisions has fuelled growth 0% 19% 2% 12% 5% 6% Q1FY19 Rs.
— Regd. Office
1,702 Crs 48% 16% 5% *Data as % of Total Revenue RAC* Motors* Electronics* Components* Mobility Applications* ▪ Q1FY24 has been muted so far with weak demand, owing to unseasonal rains and weather patterns.
— Regd. Office
However, sustainable margins of this division would be in range of 20% to 22% at the current commodity prices 21 ▪ Mobility Application division is expected to grow at 15%-20% in FY24 Q1FY23 Q1FY24 Q1FY23 Q1FY24 **Before impact of ESOP expense and other non-operating income and expenses 6 Electronics & Motors Division Rs.
— Regd. Office
Speaking time
1
1
1
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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 Q1FY24 Result Presentation July 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 reasona
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 9
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