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AMBER - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.4

Last Updated Time : 03 Feb 26, 06:34 pm

Fundamental Rating: 3.4

Stock Code AMBER Market Cap 21,775 Cr. Current Price 6,191 ₹ High / Low 8,626 ₹
Stock P/E 179 Book Value 830 ₹ Dividend Yield 0.00 % ROCE 11.6 %
ROE 7.63 % Face Value 10.0 ₹ DMA 50 6,442 ₹ DMA 200 6,850 ₹
Chg in FII Hold -3.63 % Chg in DII Hold 3.66 % PAT Qtr -48.7 Cr. PAT Prev Qtr 68.1 Cr.
RSI 45.8 MACD -226 Volume 4,10,706 Avg Vol 1Wk 3,96,464
Low price 5,235 ₹ High price 8,626 ₹ PEG Ratio 4.31 Debt to equity 0.69
52w Index 28.2 % Qtr Profit Var -263 % EPS 36.5 ₹ Industry PE 48.5

📊 Financials: AMBER shows weak fundamentals with ROCE at 11.6% and ROE at 7.63%, reflecting low capital efficiency. Quarterly PAT fell sharply from ₹68.1 Cr. to -₹48.7 Cr., indicating significant earnings pressure. Debt-to-equity at 0.69 highlights moderate leverage. EPS of ₹36.5 is modest relative to its market cap of ₹21,775 Cr.

💹 Valuation: The stock trades at a P/E of 179, far above the industry average of 48.5, suggesting extreme overvaluation. P/B ratio is ~7.45 (6191/830), which is expensive. PEG ratio of 4.31 highlights stretched valuations relative to growth. Dividend yield is 0%, offering no income support for investors.

🏢 Business Model & Competitive Advantage: AMBER operates in consumer durables, primarily air conditioners and components manufacturing. Its competitive advantage lies in scale, OEM partnerships, and strong domestic demand. However, profitability volatility and high valuations limit investor comfort.

📈 Entry Zone: Technicals show RSI at 45.8 (neutral) and MACD negative, with price below DMA 50 & 200. Accumulation may be considered near ₹5,300–5,600 for long-term investors. Current valuations are stretched, so cautious entry is advised.


Positive

  • Strong domestic demand for consumer durables.
  • DII holdings increased by 3.66%, reflecting institutional support.
  • Large-scale manufacturing and OEM partnerships provide business stability.

Limitation

  • Extremely high P/E ratio (179) compared to industry average (48.5).
  • Weak ROCE (11.6%) and ROE (7.63%).
  • No dividend yield, reducing investor appeal.

Company Negative News

  • Quarterly PAT turned negative (-₹48.7 Cr.), showing earnings weakness.
  • FII holdings decreased by -3.63%, reflecting reduced foreign investor confidence.
  • Stock trading below DMA 200, indicating weak momentum.

Company Positive News

  • DII holdings increased significantly (+3.66%), showing strong domestic support.
  • Strong trading volumes above average indicate investor interest.

Industry

  • Consumer durables sector benefits from rising disposable incomes and urbanization.
  • Industry P/E at 48.5 is much lower than AMBER, showing sector-wide value opportunities.
  • Seasonal demand cycles and raw material costs influence profitability.

Conclusion

🔎 AMBER is financially stable in terms of scale and industry presence but faces weak profitability and extreme valuations. Entry near ₹5,300–5,600 may be considered for long-term investors willing to tolerate volatility. Conservative investors should wait for improved earnings visibility before committing to long-term holding.

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