1. Brief Introduction - AMBER
2. Glimpse of Air con industry
3. Why Inverter ??
4. Saving illustration
Contents
2013Acquired PICL
2014PE investment by
Reliance Capital,
USD 11.7 mn
PE investment byIFCI, USD 5 mn
2012
2011
2010
2005
2003
1999
2015
Sales : USD 231M
Amber Introduction
Sale- 0.8 MFactory-1
Sale- 28.3 MFactory-3
Sale- 40 MFactory-5
Sale- 77 MFactory-7
Sale- 83 MFactory-8
Sale- 151 MFactory-9
Sale- 159 MFactory-10
231 M
203 M
159 M151 M
83 M
77 M
10-11 11-12 12-13 13-14 14-15 15-16
TURN OVER
All Figure: M $
100 M
66%
34%Reliance
Share Holding:
Amber Family
2016
Rajpura:■ 1 Factory
- Manufacturing - Sheet metal for Consumer
durables & Automobiles, R&D DEPARTMENT.
Operational Network :
7 Locations 10 Factories
Dehradun:■ 3 Factories
- Manufacturing - Sheet metal, Air Conditioners, Heat
exchangers, Moulding, Multi Flow condensersKala ambRajpura
Dehradun
Kala amb:■ 1 Factory
- Manufacturing - Sheet metal
Faridabad
Greater Noida:■ 2 Factories
- Manufacturing - Sheet , Plastic Extrusion, Vacuum forming
Faridabad:■ 1 Factory
- Manufacturing - Electrical Motors
Pune
Jhajjar:■ 1 Factory
- Manufacturing - Moulding, Heat exchanger,
Washing machine tub. assembly
Pune:■ 1 Factory
- Manufacturing - Sheet metal, False ceilings,
Marshalling cabinets, air conditioners
Geographical Presence
JhajjarGr. Noida
Leadership Through Innovation
Business Verticals & Customer Base
Air conditionersand Kits
Electrical Motors
Heat Exchanger
Sheet Metal
Injection Molding
Extrusion & Forming
ODM customers
ODM customers
Room Air conditioner Industry
Room AC market expected to grow at 12%**, year on year.
• Current penetration is only 4% house holds.
• Industry expected to grow at about 12% per annum.
• Room AC is becoming a necessity day by day.
• Industry expected to reach an inflection point by 2020.
Room AC Volumes ( million units )
** Information based on our Market survey’s, Motilal Oswal
Rating Share & Region Share
Market share by star rating ( FY’16 ) Region wise sales of AC ( FY’16 )
Source : All figures & data referred from various industry 3rd party reports
38
30
12
20
% Share
North
South
East
West
15%
20%
55%
15%
Star Rating
Inv
5 Star
3 Star
Others
Shift in Industry
Industry is swiftly shifting to Inverter Air Conditioners
Why Inverter Air conditioners ??
Why ?
• Inverter AC uses a variable-frequency drive • Can control speed of motor and the compressor. • It consumes at least 30% less (it can go to 50% or more)
electricity depending on various factors like the outside temperature ,purpose for which the AC is used
• Hence it uses less amount of electricity.
InverterNon Inverter
Its too cold
Its too hot if It turn’s
off
Its so comfortable
, I can set what I want
Non Inverter VS Inverter
Non Inverter VS Inverter
Inverter AC is economical, quieter, stable and can handle extremes better.
Non Inverter VS Inverter
50% saving
star rated inverter
Non star non inverter
25% saving
5 star rated inverter
5 star non inverter
19% saving
4 star rated inverter
4 star non inverter
Non Inverter VS Inverter
50:50 ratio of Inverter vs Non Inverter can save 12 Giga watts per hour
Year 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Mkt size 2.2 2.4 2.6 2.8 3.1 3.6 4.1 4.7 5.4 6.3 7.2 8.3 9.5
Growth 0% 7% 10% 7% 12% 14% 15% 15% 15% 15% 15% 15% 15%
Replacement Mkt 100% 1.0 1.2 1.3 1.5 1.6 1.8 2.0 2.2 2.2 3.2 3.5 3.9 4.3
Total Mkt 3.2 3.5 3.9 4.3 4.8 5.4 6.1 7.0 7.7 9.5 10.7 12.2 13.8
Accumulation of AC 18.0 20.5 23.3 26.3 29.6 33.3 37.7 42.6 48.1 55.3 62.9 71.6 81.4
Load/hr ( MW) 21606 24647 28001 31543 35491 39984 45184 51156 57695 66415 75429 85867 97698
Non Invertor Ratio 98% 95% 92% 90% 85% 70% 60% 55% 50% 45% 40% 35% 30%
Invertor Ratio 2% 5% 8% 10% 15% 30% 40% 45% 50% 55% 60% 65% 70%
Non Invertor No.s 17.65 19.51 21.47 23.66 25.14 23.32 22.59 23.45 24.04 24.91 25.14 25.04 24.42
Invertor no.s 0.36 1.027 1.867 2.629 4.436 9.996 15.06 19.18 24.04 30.44 37.71 46.51 56.99
Load/hr ( MW) Non Inv 21174 23415 25761 28389 30167 27989 27110 28136 28848 29887 30172 30054 29310
Load/hr ( MW) Inv 259.3 739.4 1344 1893 3194 7197 10844 13812 17309 21917 27155 33488 41033
Total Load /hr (MW) 21433 24154 27105 30281 33361 35186 37954 41948 46156 51803 57326 63542 70343
Savings 173 493 896 1262 2129 4798 7229 9208 11539 14611 18103 22325 27356
Return on investment
• A good 5 Star inverter is costlier by average of 8000~9000 rupees.• The increased cost can be recovered in 2 years
Inverter AC’s are future, energy & environment savers
NormalAC
InverterAC
Initial AC Cost
Rs. 8~9 KExtra
Investment recovery in 2 years itself
Usage : 8 months, units saved 550
Cost saved : Rs. 5000/- per annum
ROI : Rs. 10000/- in 2 years
Long term: 3rd to 10th year = Rs. 40000/-
Total Saving in ten years – Rs. 50000/-
* Additional savings of Rs. 7500/- for 10 year comp warrantee