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AMBER: Follow On Equity Offering Will Drive Bullish Near Term Repricing

India Manufacturing Expansion And Diversification Will Secure Supply Chain Success

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AMBER
AnalystConsensusTarget
Not Invested
Published 26 Feb 2025

Update shared on 10 Dec 2025

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AnalystConsensusTarget's Fair Value
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1Y
14.5%
7D
1.0%

Analysts have raised their price target for Amber Enterprises India to ₹8,315. This reflects a more optimistic view on revenue growth and valuation multiples, even as they slightly temper long term margin expectations and apply a marginally higher discount rate.

What's in the News

  • Amber Enterprises India completed a follow on equity offering of approximately INR 10 billion, issuing 1,257,861 equity shares at a price of INR 7,950 per share (company filing).
  • The company previously filed for a follow on equity offering of INR 10 billion, proposing to issue 1,283,552 equity shares with a minimum price of INR 7,790.88 per share (company filing).
  • Certain promoter equity shares are subject to a lock up agreement from September 22, 2025 to November 21, 2025. This restricts sales for 60 days following the placement document (company disclosure).
  • A board meeting is scheduled for November 6, 2025 to consider and approve unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025 (board notice).

Valuation Changes

  • Fair Value: Maintained at approximately ₹8,315 per share, indicating no change in the analyst fair value estimate.
  • Discount Rate: Increased slightly from about 15.37 percent to 15.51 percent, reflecting a marginally higher perceived risk or cost of capital.
  • Revenue Growth: Raised modestly from around 19.9 percent to 21.4 percent, implying a somewhat more optimistic top line outlook.
  • Net Profit Margin: Trimmed slightly from roughly 4.10 percent to 3.98 percent, suggesting more conservative long term profitability assumptions.
  • Future P/E: Revised upward from about 55.7x to 64.0x, pointing to higher valuation multiples embedded in forward estimates.

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Disclaimer

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