Amber Enterprises India Detailed Fundamental Analysis

Join us as we delve deep into the world of B2B manufacturing with a comprehensive analysis of Amber Enterprises India Limited. With its commanding presence in the Indian Room Air Conditioner (RAC) industry, boasting approximately 30% market share, Amber Enterprises stands tall as a market leader.

Since its IPO in FY18, Amber Enterprises has been on a trajectory of growth and innovation. The company has strategically reinforced its backward integration in RACs, ensuring a robust and efficient supply chain. Furthermore, it has diversified its portfolio into non-consumer verticals, expanding its reach and revenue streams.

In this video, we'll conduct a thorough analysis of Amber Enterprises, exploring its market position, financial performance, growth strategies, and future outlook. Join us as we uncover the intricacies of this B2B manufacturing giant and gain insights into what makes Amber Enterprises a compelling investment opportunity in today's dynamic market landscape.

00:00 Start
00:23 About the company
03:20 History & Timeline
06:55 Revenue Mix & EBITDA
08:11 Consumer Durables Division
09:40 RAC dependence going down
10:57 RAC industry size
13:40 Indian RAC Market
14:29 Electronics Division
17:58 Railway Sub-systems & Mobility Division
19:19 Manufacturing facilities
20:13 What Earns the Best Margins in the EMS Space?
20:57 Divisional Performance
22:38 Margins
25:42 Revenue Mix
26:01 EBITDA Mix
26:58 Importance of inorganic growth
28:10 Understanding Amber's acquisitions
31:08 Joint Venture with Noise
34:35 Formation of Strategic Alliance with Titagarh Rail Systems
37:54 Road Map of Backward Integration
39:52 EBITDA & EBITDA Margin
42:07 Capex
43:04 Governance & Shareholding
45:10 Key Risks
47:51 Valuation
49:54 Conclusion

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LEGAL DISCLAIMER:

Use of this information is at the user's own risk. The Company and its directors, associates and employees will not be liable for any loss or liability incurred to the user due to investments made or decisions taken based on the information provided herein. The investment discussed or views expressed herein may not be suitable for all investors. The users should rely on their own research and analysis and should consult their investment advisors to determine the merit, risks and suitability of recommendation. Past performance is not a guarantee for future performance or future results. Information herein is believed to be reliable, although its accuracy and completeness cannot be guaranteed. The images used may be copyright of the company or third party. As a condition to using the services, the user agrees to the terms of use of the website and the services.


DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:

Yadnya Academy Pvt. Ltd. (InvestYadnya) is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000008349.
Disclosure with regard to ownership and material conflicts of interest
1. Neither Research Analyst nor the entity nor his associates or relatives have any financial interest in the subject Company;
2. Neither Research Analyst nor the entity nor its associates or relatives have actual / beneficial ownership of one per cent or more securities of the subject Company, at the end of the month immediately preceding the date of publication of the research report or date of public appearance;
3. Neither Research Analyst nor the entity nor its associates or his relatives have any other material conflict of interest at the time of publication of the research report or at the time of public appearance.
Disclosure with regard to receipt of Compensation
1. The Research Entity and its associates have not received compensation from the subject company in the past twelve months.
2. The subject company is not or was not a client during the twelve months preceding the date of recommendation.