Data showed that in FY25, the extended heatwave drove room AC volumes up by 20-25 per cent Y-o-Y to around 12.5 million units, creating a high base that FY26 has struggled to match.
Analysts believe that the EMS industry is a key component of India's broader electronics ecosystem and has shown strong growth in recent years
Higher crude prices are pushing up the cost of petrochemical-based inputs such as plastics, resins, insulation materials, and packaging, while also inflating fuel and logistics expenses
Stocks to Watch today, March 20: HDFC Bank, TCS, NTPC, JSW Cement, and Nestle India are among the top stocks to watch today
JP Morgan expects strong growth across the EMS universe, projecting a 20 per cent revenue CAGR over the next two years (30 per cent excluding Dixon)
Motilal Oswal estimates a 30 per cent compound annual growth rate (CAGR) in aggregate revenue of their EMS coverage companies over FY25-28.
With rising demand for consumer durables and improving penetration, alongside margin expansion, Geojit expects the company's earnings to grow at a 35 per cent CAGR over FY26E-FY28E
Amber Enterprises stock rose as much as 6.7 per cent to ₹7,517 apiece, its highest level since December 4, 2025 on the National Stock Exchange (NSE).
Stocks to watch today on Tuesday, January 20, 2026: Sanghvi Movers, Ola Electric and Amber Enterprises are other key stocks to be tracked today.
Around 11:05 AM, Amber Enterprises share was trading 3.03 per cent higher at ₹6,676.25 per share. By comparison, BSE Sensex was trading flat at 85,757.91 levels.
Stocks to watch on Monday, January 5, 2026: At around 7:10 AM, GIFT Nifty futures were up 79.1 points at 26,534.5, signaling a strong start for the bourses.
Stocks to Watch today, Dec 19: ICICI Pru AMC, HCLTech, BPCL, Airtel and RIL are among other shares that will be in focus today
JM Financial cut its earnings per share estimates for the FY25-26 to FY27-28 period by 3-5 per cent to account for higher minority interest and lower revenue assumptions for FY27-28
The brokerage believes Amber Enterprises is on track to deliver its USD 1 billion electronics revenue guidance by FY29, with significant margin upside driven by recent acquisitions
Amber reiterated its strong FY26 revenue growth guidance of 40-45 percent for electronic segment, with margins expected between 8-9 percent
Kaynes Tech stock has recently taken a hit following concerns around the company's accounting disclosures, which made market participants nervous
Thus far in the calendar year 2025, the BSE Smallcap index has underperformed the market by falling 8%, as against 9% rally in the BSE Sensex and 0.3% decline in the BSE Midcap index.
Shrikant Chouhan, head of equity research at Kotak Securities, remains upbeat on TCS and Amber Enterprises shares today. Check out the key reasons here
Amber Enterprises Q2 earnings: The room air condition (RAC) industry got impacted by non-conducive weather and deferment of purchase in between announcement & implementation of GST rate reduction.
Stocks to Watch today, November 7, 2025: From Bharti Airtel, LIC, Bajaj Housing Finance, Lupin, here is a list of stocks that will be in focus today