ALFA Finder| Revenue growth | Revenue +32% YoY to ₹1,091.5 Cr; no one-offs in Q2. |
|---|---|
| Margins | EBITDA margin 19.4%, +200bps YoY; wage and freight costs absorbed via mix. |
| Order book | ADS backlog ₹5,870 Cr (from ₹4,440 Cr); non-ADS ₹2,240 Cr peak annual sales. |
| Demand visibility | Elevated order backlogs, lean dealer inventory; PV wholesale above 5 lakh in October. |
| Management confidence | Balanced: confident on H2, but hedged on cost recovery and revenue outperformance. |
Growth
Revenue +32% YoY; ICE +18%, ADS ~15% of sales. EBITDA margin up ~200bps YoY on mix and operating leverage.
Outlook
FY27 revenue guided at ₹4,250–4,300 Cr. FY27 capex raised to ₹800 Cr from ₹500 Cr; ADS 35–40% of revenue targeted by decade-end.
Risks
Karnataka wage provision (₹16.7 Cr) is provisional. H1 cash shortfall ₹148.7 Cr and working capital at 19.6% of annualised revenue.
Last quarter's promises, checked
Delivered
- EBITDA margin 'inch towards 19%' → 19.4% (= BEAT)
- Non-ADS peak annual revenue ₹1,850 Cr → ₹2,240 Cr (= BEAT)
- ADS backlog ~₹5,700 Cr executable by FY31 → ₹5,870 Cr (= BEAT)
Partly delivered
- ADS FY27 growth 75–80% → Q2 ADS ₹164.3 Cr, YoY not disclosed (= PARTIAL)
- FY27 high-teens growth → Q2 revenue +32% YoY, quarter not full year (= PARTIAL)
Missed
- FY27 capex ₹500 Cr (not updated 13-Aug) → raised to ₹800 Cr (= MISS)
- Leverage 'very low', no fundraise needed → net debt up ~₹200 Cr in H1; H1 cash shortfall ₹148.7 Cr (= MISS)
Earnings Call Transcript filed with NSE, NSE: SANSERA. Summary written with AI assistance from the document.
Sansera Engineering Ltd: key numbers
- Share price
- ₹4,322.70
- Market cap
- ₹26,981 Cr
- Revenue (annual)
- ₹3,498 Cr
- Net profit (annual)
- ₹324.1 Cr
- P/E (TTM)
- 70.1×Sector 32.4×
- Promoter holding
- 29.04%-0.17% QoQ
- FII holding
- 22.96%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Sansera Engineering Ltd
All →Sansera Engineering Investor Presentation: Key Takeaways
Q2 FY27 record quarter: revenue INR 10,915 Mn (+32% YoY), EBITDA INR 2,112 Mn (19.4% margin), PAT INR 1,086 Mn (+52% YoY). All segments hit highest-ever sales; ADS scaling fast.
Sansera Engineering Results Update
Sansera Engineering released its Q2 and H1 FY27 earnings, with consolidated revenue up 32% to INR 10,915 million in Q2. Net profit rose 52% YoY to INR 1,086 million for the quarter.
Sansera Engineering Q2 FY27 Results: Net Profit ₹108.6 Cr, Up 52.1% YoY
Sansera Engineering Ltd reported revenue from operations of ₹1,092 Cr (+32.3% YoY) and net profit of ₹108.6 Cr (+52.1% YoY) for Q2 FY27.
- Key figure
- Net profit ₹108.6 Cr · +52.1% YoY
Sansera Engineering Board Meeting Date
Sansera Engineering will hold a board meeting on November 5, 2026 to approve unaudited results for the quarter ended September 30, 2026. The trading window for designated persons has been closed since October 1, 2026.
Sansera Engineering Other Announcement
Sansera Engineering filed the ICRA Monitoring Agency Report for Q2 FY2026 on QIP proceeds utilisation. The report confirms no deviation from the stated issue objects.
Sansera Engineering Other Announcement
Sansera Engineering Ltd has filed its quarterly shareholding pattern for the period ending September 30, 2026, as per regulatory requirements.