Amber Enterprises Stock Surges 7% on 128% Profit Jump in Q3

Introduction

Shares of Amber Enterprises India Ltd surged nearly 7% on Tuesday, February 10, 2026, after the company announced a robust financial performance for the third quarter ending December 31, 2025. The company reported a 128% year-on-year increase in consolidated net profit, which significantly boosted investor sentiment. The stock reached its highest level since December 4, 2025, touching ₹7,517 per share on the National Stock Exchange (NSE).

Stellar Q3 Financial Performance

Amber Enterprises delivered a strong performance in the third quarter of fiscal year 2026 (Q3FY26). The company's consolidated net profit jumped to ₹84 crore, a substantial 128% increase from the ₹37 crore reported in the same period of the previous fiscal year (Q3FY25). This growth was achieved despite incurring a one-time loss of ₹9 crore related to changes in the new labour code.

Revenue from operations also saw significant growth, rising by 38% year-on-year to ₹2,943 crore from ₹2,133 crore in Q3FY25. The company's operational efficiency was evident in its Earnings Before Interest, Taxes, Depreciation, and Amortisation (EBITDA), which grew by 53% to ₹247 crore, compared to ₹162 crore in the corresponding quarter last year.

Segment-wise Growth Analysis

The company's diversified business model showed strength across all its key divisions during the quarter.

Consumer Durables Division: This segment recorded a revenue growth of 27% year-on-year, a notable achievement in what was described as a challenging Room Air Conditioner (RAC) industry environment. The company remains optimistic about its ability to outperform the industry, particularly as new, higher-efficiency BEE star-rating norms for air conditioners came into effect on January 1, 2026.

Electronics Division: The electronics segment was a standout performer, posting a remarkable 79% year-on-year revenue growth. This division's expansion is being accelerated by recent acquisitions, including Power-One, Unitronics, and Shogini, which are helping the company move towards more diversified and value-added solutions.

Railway Sub-systems & Defence Division: This division also demonstrated solid performance with a 20% year-on-year increase in revenue. The growth is supported by a healthy order book and an expanding product portfolio, indicating strong long-term visibility.

Strategic Initiatives and Backward Integration

A significant development during the quarter was the strategic approvals received by two of Amber Enterprises' subsidiaries under the Electronic Manufacturing Component Scheme (ECMS). Ascent-K Circuit, a joint venture, received approval for a ₹3,200 crore investment to manufacture high-density interconnect printed-circuit boards (PCBs). Simultaneously, Shogini Technoarts secured approval for a ₹500 crore project for multi-layer PCB applications. These approvals are a crucial step in the company's strategy to become a backwards-integrated electronics manufacturer, reducing reliance on external suppliers and enhancing control over its supply chain.

Market Reaction and Stock Movement

The market responded positively to the strong earnings report. Amber Enterprises' stock price rose by as much as 6.7% to an intraday high of ₹7,517. By mid-afternoon, the stock was trading 5.9% higher at ₹7,461.5 per share, outperforming the Nifty 50 index, which saw a modest advance of 0.21%. Trading volumes were also robust, with approximately 0.14 million shares changing hands on the exchange, indicating strong investor interest.

Over the last 12 months, the stock has provided a return of 7.7%, slightly underperforming the Nifty 50's 11% advance during the same period. However, the recent rally from its bottom near ₹5,400 has been sharp, delivering a 39% gain.

Technical Outlook for Investors

Technical analysts offered mixed but generally positive views on the stock's trajectory. Vikash Yadav of Kedia Advisory noted that the stock has reclaimed both its 50-day and 200-day moving averages, suggesting a shift from a corrective phase to a stabilizing uptrend. The rising volumes support the idea of genuine buying interest. He identified immediate support near the ₹6,500–₹6,200 range, with resistance levels at ₹7,800 and subsequently ₹8,600.

However, Jigar S. Patel of Anand Rathi Share and Stock Brokers advised caution. He pointed out that the stock's momentum oscillators have entered an overextended zone after the recent sharp rally. This could lead to near-term consolidation or profit-booking. He recommended that traders consider locking in profits and wait for a pullback or consolidation before entering new positions.

Conclusion

Amber Enterprises' third-quarter results for FY26 highlight a period of strong, multi-faceted growth, driven by robust operational performance across all its business segments. The impressive 128% surge in net profit and 38% revenue growth underscore the company's resilience and strategic execution. Key approvals in the electronics component space further strengthen its long-term outlook by paving the way for deeper backward integration. While the stock's immediate technical picture suggests a potential for consolidation, the underlying fundamentals position the company well for its next phase of growth.