AMBERNSEQ2FY2422 October 2023

Amber Enterprises India Limited

2,327words
8turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs 547
her non-operating income and expenses 3 Consolidated Operating EBITDA & Revenue Build-up Rs. In Crs 547 Q2FY24 132 132 248 248 Consumer Durables Division* Electronics Division* Railway Sub- syste
rs,
pper Tubing Cross-Flow & Axial Fans Sheet metal components • Non-RAC Components for: o Refrigerators, Washing Machine, Microwave, Water Purifiers, TVs, Fans, Telecom Tools for Injection Moulding Ma
11%
systems Location: Faridabad 7 Capability building across business divisions has fuelled growth 11% 12% 14% 14% 31% Q2FY21 Rs. 408 Crs 58% 23% Q2FY22 Rs. 587 Crs 64% 32% Q2FY23 Rs. 750 Crs
12%
ms Location: Faridabad 7 Capability building across business divisions has fuelled growth 11% 12% 14% 14% 31% Q2FY21 Rs. 408 Crs 58% 23% Q2FY22 Rs. 587 Crs 64% 32% Q2FY23 Rs. 750 Crs 54%
14%
ocation: Faridabad 7 Capability building across business divisions has fuelled growth 11% 12% 14% 14% 31% Q2FY21 Rs. 408 Crs 58% 23% Q2FY22 Rs. 587 Crs 64% 32% Q2FY23 Rs. 750 Crs 54% Q2F
31%
aridabad 7 Capability building across business divisions has fuelled growth 11% 12% 14% 14% 31% Q2FY21 Rs. 408 Crs 58% 23% Q2FY22 Rs. 587 Crs 64% 32% Q2FY23 Rs. 750 Crs 54% Q2FY24 Rs. 92
Rs. 408
Capability building across business divisions has fuelled growth 11% 12% 14% 14% 31% Q2FY21 Rs. 408 Crs 58% 23% Q2FY22 Rs. 587 Crs 64% 32% Q2FY23 Rs. 750 Crs 54% Q2FY24 Rs. 927 Crs 27% 59%
rs 58
ty building across business divisions has fuelled growth 11% 12% 14% 14% 31% Q2FY21 Rs. 408 Crs 58% 23% Q2FY22 Rs. 587 Crs 64% 32% Q2FY23 Rs. 750 Crs 54% Q2FY24 Rs. 927 Crs 27% 59% 12% 24
23%
ng across business divisions has fuelled growth 11% 12% 14% 14% 31% Q2FY21 Rs. 408 Crs 58% 23% Q2FY22 Rs. 587 Crs 64% 32% Q2FY23 Rs. 750 Crs 54% Q2FY24 Rs. 927 Crs 27% 59% 12% 24% H1F
Rs. 587
siness divisions has fuelled growth 11% 12% 14% 14% 31% Q2FY21 Rs. 408 Crs 58% 23% Q2FY22 Rs. 587 Crs 64% 32% Q2FY23 Rs. 750 Crs 54% Q2FY24 Rs. 927 Crs 27% 59% 12% 24% H1FY21 Rs. 667 Crs
rs 64
visions has fuelled growth 11% 12% 14% 14% 31% Q2FY21 Rs. 408 Crs 58% 23% Q2FY22 Rs. 587 Crs 64% 32% Q2FY23 Rs. 750 Crs 54% Q2FY24 Rs. 927 Crs 27% 59% 12% 24% H1FY21 Rs. 667 Crs 65% 9%
32%
as fuelled growth 11% 12% 14% 14% 31% Q2FY21 Rs. 408 Crs 58% 23% Q2FY22 Rs. 587 Crs 64% 32% Q2FY23 Rs. 750 Crs 54% Q2FY24 Rs. 927 Crs 27% 59% 12% 24% H1FY21 Rs. 667 Crs 65% 9% 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.
Bus
opening
Going forward, with this JV, we expect ~Rs.
Advertisement
Risks & concerns — 1 flagged
In Crs REVENUE OPERATING EBITDA* PAT Q2FY23 Q2FY24 -2 -6 Q2FY24 750 927 52 65 Q2FY23 Q2FY24 Q2FY23 Q2FY24 H1FY24 2,576 2,629 182 203 41 41 H1FY23 H1FY24 H1FY23 H1FY24 H1FY23 H1FY24 ▪ 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 Consolidated Operating EBITDA & Revenue Build-up Rs.
Regd. Office
Speaking time
Corp. Address
1
Regd. Office
1
RAC
1
RAC Components
1
Telecom
1
Automobiles
1
Bus
1
Investor Relations Advisors
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 Q2FY24 Result Presentation October 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 reas
RAC Components
Heat Exchanger Injection Molding o o o Motor o o o Copper Tubing Cross-Flow & Axial Fans Sheet metal components • Non-RAC Components for: o Refrigerators, Washing Machine, Microwave, Water Purifiers, TVs, Fans, Telecom Tools for Injection Moulding Manufacturing Facilities 23 Manufacturing Facilities across India • • • PCBA’s for: o Air Conditioner o Microwave o o o o Refrigerator Television Ceiling Fans Small appliances •
Automobiles
o EV Manufacturing Facilities 4 Manufacturing Facilities across India • • • Railways & Metros: o o o o o Coach HVAC System Driver Cab AC Pantry & its Equipment Doors (External & Internal) Gangways •
Bus
o o HVAC System Power Racks • HVAC for Defence • HVAC for Telecom/IT • HVAC for Data centres • • Refrigeration & Cold Room Systems Manufacturing Facilities 1 Manufacturing Facility in North India 5 Product Portfolio Consumer Durables Division Electronics Division Railway Sub-systems & Mobility Division RAC ODU / IDU Window AC Smart watch and Bluetooth speaker TWS RRH & BBU Heat Exchanger Sheet Metal ONR/Routers Microwave PCBA ODU Inverter Control Box IDU Inverter Control Box WAC Main & Display CTL Motors Compressor Muffler Cross Flow Fan Top Loading BLDC WM Refrigerator PCBA Power Window PCBA o r t e M & y a w l i a R C A s u B s r e t r e v n I & U C M Coach ACs Saloon AC Cabin AC Doors Gangway Roof Mounting Power Packs Controller for Railway Controller for Metro Electronic Thermostat 6 Strategically located near Customers… Dehradun 3 Units Rudrapur 2 Units Greater Noida 6 Units Faridabad 2 Units 28 Manufacturing Facilities Rajpura 1 Unit Manesar 1 Unit Jhajjar 2 Units Shahjanpur 1 Un
Investor Relations Advisors
CIN: L28910PB1990PLC010265 Mr. Sudhir Goyal sudhirgoyal@ambergroupindia.com CIN: U74140MH2010PTC204285 Mr. Rahul Agarwal / Mr. Karan Thakker rahul.agarwal@sgapl.net / karan.thakker@sgapl.net +91 98214 38864 / +91 81699 62562 www.ambergroupindia.com www.sgapl.net 15
Advertisement
← All transcriptsAMBER stock page →