Investors Flock to Amber Enterprises, Outshining Voltas-Dixon in AC Sector

• FIIs and DIIs aggressively increased stakes in Amber Enterprises in Q2 FY26, a rare simultaneous buying trend.
• FIIs raised their holding to 30.6% (+2.02%), while DIIs increased theirs to 20.20% (+2.38%) despite FII net sales in the broader consumer durables sector.
• Amber is diversifying beyond ACs into EMS, railway components, solar, and EVs, with aggressive expansion in PCB manufacturing.
• Institutional investors maintained confidence despite a Q2 FY26 loss, prioritizing long-term diversification and capacity expansion.
• Consistent FII/DII buying suggests potential valuation re-rating and highlights smart money's focus on backend strength.

Why It Matters: Amber Enterprises is attracting major investors with its diversification and long-term growth strategy, challenging AC sector norms.