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Earnings Call

Sansera Engineering Earnings Call: Key Takeaways

Sansera Engineering delivered record quarterly and annual performance in FY26, driven by strong growth in the Aerospace & Defense (ADS) and Swedish subsidiary businesses.

Why this was an Alfa AlertManagement guided FY26 ADS revenue of INR 1.2-1.3bn but achieved INR 3.15bn, a beat of ~140% above the guided upper end.
Highlights
Revenue growthFY26 up 16% YoY; Q4 up 28% YoY.
MarginsQ4 EBITDA margin improved 306bps to 19.3%.
Order bookCumulative 5-year unexecuted ADS backlog at INR 44.6 billion.
Demand visibilityStrong momentum in PV, CV, and Aerospace segments.
Management confidenceStrong confidence in non-auto diversification and order book execution.

Growth

FY26 revenue grew 16% to INR 34,979m; Q4 revenue rose 28% to INR 9,987m with PAT up 108% YoY.

Outlook

ADS revenue guidance of INR 5.5-6.0bn for FY27; planned capex of ~INR 5bn for FY27.

Risks

Inflationary pressures in raw materials, energy, and freight; global tariff uncertainties and geopolitical volatility.

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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