Discover and read the best of Twitter Threads about #amberenterprises
Most recents (4)
#Dixon key beneficiary of GOI PLI scheme
Through its subsidiary Padget electronics, Dixon made 2 applications for phones costing < 15000 ,70% India mobile mkt share
Incentive of 4 to 6% under PLI subject to a cap
Total investment 200crs ,50 cr/yr till 2025
#dixontechnologies
Through its subsidiary Padget electronics, Dixon made 2 applications for phones costing < 15000 ,70% India mobile mkt share
Incentive of 4 to 6% under PLI subject to a cap
Total investment 200crs ,50 cr/yr till 2025
#dixontechnologies
Post expansion revenue share of mobiles to jump to 44 from 12% currently
Ramp up capacity from 3 mn today to 15-16 mn over next few yrs ,aim for revenue 28-30000 crs over next 5 yrs
In talks 3 large players
Set top boxes, delivered 5.2 lakh to jio,dish,Citi
Order book 0.3mn/mon
Ramp up capacity from 3 mn today to 15-16 mn over next few yrs ,aim for revenue 28-30000 crs over next 5 yrs
In talks 3 large players
Set top boxes, delivered 5.2 lakh to jio,dish,Citi
Order book 0.3mn/mon
#amberenterprises Q2fy21 concall transcript
Q2 went well for Room AC industry,uptick retail demand, pent up demand
Overall electronic & consumer durables witnessed a good quarter
Inventory levels back to normal
Anticipate better H2fy21
#stock #StocksToWatch #Nifty #sensex
Q2 went well for Room AC industry,uptick retail demand, pent up demand
Overall electronic & consumer durables witnessed a good quarter
Inventory levels back to normal
Anticipate better H2fy21
#stock #StocksToWatch #Nifty #sensex
GOI banned import of refrigerant fill ACs, approx 30% of fully built RACs were imported mkt size 4000 crs , atmanirbhar bharat initiative,oppurtunity for domestic RAC players
Not easy for OEMs to import non-refrigerant fill ACs,unpack,gas fill test,negates cost advantage
Not easy for OEMs to import non-refrigerant fill ACs,unpack,gas fill test,negates cost advantage
#amberenterprises completed QIP 400 cr in Q2fy21, money used for debt repayment,capex,WC ,acquire additional 20% stake in Sidwal,company ready to grab mkt share in RAC
China plus 1 unfolding,global MNC enquiring about RAC & components
Amber started export of components to US
China plus 1 unfolding,global MNC enquiring about RAC & components
Amber started export of components to US
#PLISCHEME #GOI
Approves for 10 sectors On Nov 11
Pharma,Auto,Auto components Telecom,Advanced chemistry cell battery,textile,food products,solar modules,white goods,speciality steel
Aim - make India mfts globally competitive,enhance scale,increase exports,attract investment
Approves for 10 sectors On Nov 11
Pharma,Auto,Auto components Telecom,Advanced chemistry cell battery,textile,food products,solar modules,white goods,speciality steel
Aim - make India mfts globally competitive,enhance scale,increase exports,attract investment
#amberenterprises Q2fy20 investor presentation
Import of ACs with refrigerants is Prohibited, 4000 crs of RAC were being imported in India
Prohibition will enhance local manufacturing, Amber well placed as a one stop provider for HVAC industry
#nifty #sensex #StockMarket
Import of ACs with refrigerants is Prohibited, 4000 crs of RAC were being imported in India
Prohibition will enhance local manufacturing, Amber well placed as a one stop provider for HVAC industry
#nifty #sensex #StockMarket
Strong balance sheet, large client base ,increased penetration in HVAC industry to drive growth
Railway & metro business impacted due to covid,however order book strong
Vocal for local to boost India mftng
China plus 1 to drive export mkt
Increased focus on R & D
#stocks
Railway & metro business impacted due to covid,however order book strong
Vocal for local to boost India mftng
China plus 1 to drive export mkt
Increased focus on R & D
#stocks
Q2fy21 / Q2fy20 in crs
Revenue 623/408
Operating Ebidta 39 /22
PAT 12/3
Pent up demand in Q1fy21 led to clearance of channel inventory
Demand uptick for ACs in tier 2,3 cities
Import ban has led to enquiries from large players
Business to achieve normalcy in H2fy21
Revenue 623/408
Operating Ebidta 39 /22
PAT 12/3
Pent up demand in Q1fy21 led to clearance of channel inventory
Demand uptick for ACs in tier 2,3 cities
Import ban has led to enquiries from large players
Business to achieve normalcy in H2fy21
