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Investor Presentation

Sansera Engineering Investor Presentation: Key Takeaways

Sansera Engineering delivered its highest-ever quarterly revenue of INR 10,213 Mn in Q1FY27, crossing the INR 10,000 Mn milestone with strong EBITDA margins of 19.2%.

Guidance and delivery
Management target Revenue 18.0% FY27
Highlights
Revenue growth33.3% YoY
MarginsEBITDA margin 19.2% vs 17.2% YoY; PAT 8.6% vs 8.2%.
Order bookINR 18,493 Mn (Peak annual); ADS backlog INR 44,368 Mn.
Demand visibilityStrong demand led capacity building; healthy order book.
Management confidenceHigh; cited disciplined execution and rich product mix.

Growth

Revenue grew 33.3% YoY; normalized PAT grew 59% to INR 1,000 Mn (excluding INR 127 Mn post-tax exceptional cost).

Outlook

Guided for high-teens topline growth for FY27. Major capex planned across ADS, Auto ICE, and xEV segments.

Risks

Geopolitical challenges and cost inflation; exceptional INR 169 Mn pre-tax cost for US litigation settlement.

Last quarter's promises, checked

Delivered

  • Guided ADS revenue INR 3,155 Mn → delivered INR 3,155 Mn (= BEAT)
  • Guided FY26 revenue growth → delivered INR 34,979 Mn (+16% YoY) (= BEAT)
  • Guided non-auto/xEV mix target 30% → delivered 32% in Q4 (= BEAT)

Partly delivered

  • Guided FY27 H1 stronger than H2 → Q1 delivered 33% growth but H2 pending (= PARTIAL)
Source

Investor Presentation 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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