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Earnings Call Transcript

Sansera Engineering Earnings Call Transcript: Key Takeaways

Sansera Engineering delivered record Q1 revenues, hitting the INR 10,000M milestone. Growth is pivoted toward Non-Auto (Aerospace & Defense) and EV segments to offset ICE maturity.

Guidance and delivery
Revenue guidance 17.0% → 20.0% Raised by 3.0 percentage points
Management target Revenue 20.0% FY27
Highlights
Revenue growth33% YoY growth, driven by record quarterly sales exceeding INR 10B.
MarginsStructural expansion to 19.2% EBITDA via ADS and EV segment growth.
Order bookAerospace & Defense (ADS) lifetime order book reached INR 57.5B.
Demand visibilityStrong domestic 2W/PV demand; aerospace and semiconductor sectors show hyper-growth.
Management confidenceHigh; explicitly raised growth guidance for the full fiscal year.

Growth

Revenue grew 33% YoY. EBITDA margins expanded 200bps to 19.2% via operating leverage and favorable mix.

Outlook

Management raised FY27 growth guidance to 20% on strong auto demand and aerospace ramp-up.

Risks

One-time litigation charge of INR 169M in US; supply chain stress from raw material inflation.

Last quarter's promises, checked

Delivered

  • Guided ADS revenue INR 3,155M → delivered INR 3,155M (= BEAT)
  • Guided highest ever quarterly revenue → delivered INR 9,987M (= BEAT)
  • Guided improved EBITDA margins → delivered 19.3% in Q4 vs 16.3% YoY (= BEAT)

Partly delivered

  • Targeted 40% Non-Auto/xEV mix → delivered 32% (= PARTIAL)
  • Guided FY26 Capex ~INR 5,000M → delivered INR 5,097M (= PARTIAL)
Source

Earnings Call Transcript filed with NSE, 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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