Sansera Engineering Limited — PPTs, 12-11-2025: Investor Presentation

Sansera Engineering delivered a solid Q2FY26. Revenue grew 8% YoY to ₹825.2 Cr, with PAT soaring 38% to ₹71.4 Cr. For H1FY26, revenue reached ₹1,591.5 Cr (+6% YoY) and PAT ₹134.4 Cr (+32% YoY). EBITDA margin stood at 17.3% and PAT margin at 8.7% for the quarter. The ADS division was a standout, growing 80% YoY to ₹49.6 Cr, leading non-auto growth which outpaced the auto segment. Both India (+8.5%) and international (+7.3%) businesses showed good traction.

Strategic focus remains on engineering innovation and diversifying into high-precision auto and non-auto components. The company is expanding into new markets like Japan and Korea and investing in advanced radar technology through MMRFIC.

Recent highlights include crossing ₹800 Cr in quarterly sales and ramping up semiconductor parts production, expected to stabilize by Q4 2026. Sansera also received notable awards for exports and sustainability.

Key Q2 financial metrics: Revenue ₹825.2 Cr (+8% YoY), PAT ₹71.4 Cr (+38% YoY), Basic EPS ₹11.56. A robust unexecuted order backlog of ₹3,953.3 Cr provides multi-year visibility, with a new business order book of ₹2,145.8 Cr.

Management projects strong growth for ADS, targeting ₹300-320 Cr for FY26 and ₹500-550 Cr for FY27, supported by a ₹250 Cr capex plan. They foresee benefits from Indian auto sector GST cuts, particularly for entry-level vehicles, and continue to prioritize diversification.