Sansera Engineering Limited — Investor Meet, 02-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Sansera Engineering reported FY ’25 revenue of INR3,000 Cr, up 7% YoY, with PAT growing 16% to INR217 Cr. Q4 revenue rose 5% YoY to INR782 Cr, PAT up 27% at INR59 Cr; EBITDA margin at 16.3%. Order book stands at INR1,851 Cr, 60%+ from exports and 28% from Aerospace, Defense & Semiconductor (ADS). ADS revenue grew 13% YoY FY and 43% in Q4, with management eyeing near doubling in FY ’26 on new clients and ramp-ups. xEV and Tech-agnostic segments (~15% revenue) show solid momentum; ICE share declining. Capex at INR591 Cr includes new Pantnagar facility and brownfield expansions. FY ’26 revenue growth expected in high teens with margin expansion driven by ADS and subsidiary stabilization. Net cash at INR125 Cr, gross debt reducing. Sansera’s outlook is confident with diversified growth drivers and capacity build-up.