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Earnings Call

Sansera Engineering Earnings Call: Key Takeaways

Sansera Engineering delivered record quarterly and annual revenue for FY26, driven by a 155% explosion in its Aerospace & Defense (ADS) segment. Management is pivotting aggressively from Auto-ICE toward non-auto segments to de-risk the portfolio.

Why this was an Alfa AlertNot a filter event. Results were strong but largely in line with previously stated segment guidance.
Highlights
Revenue growthFY26 revenue up 16% YoY; Q4 revenue up 28% YoY.
MarginsEBITDA margins improved to 18.1% in FY26 from 17.1% YoY.
Order bookADS lifetime order book at ₹44.6 billion over five years.
Demand visibilityStrong visibility in Aerospace and Semi-con; domestic PV/CV momentum continues.
Management confidenceHighly confident in ADS; cautious on macro-economic and inflationary pressures.

Growth

FY26 revenue grew 16% YoY to ₹34,979 million; ADS segment revenue doubled, now contributing significantly to margins.

Outlook

ADS order book stands at ₹44.6 billion over five years; FY27 capex planned at ₹5,000 million+.

Risks

Global tariff uncertainties, inflationary pressures in steel and energy, and high labor attrition/availability issues across geographies.

Source

Earnings Call filed with BSE, NSE: SANSERA. Summary written with AI assistance from the document.

Read the document ↗

Sansera Engineering Ltd: key numbers

Share price
₹4,662.40
Market cap
₹29,102 Cr
Revenue (annual)
₹3,498 Cr
Net profit (annual)
₹324.1 Cr
P/E (TTM)
83.5×Sector 33.6×
Promoter holding
29.21%-0.89% QoQ
FII holding
21.52%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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