Sansera Engineering Limited — PPTs, 09-02-2026: Investor Presentation

Sansera Engineering delivered a stellar Q3FY26. Revenue soared 24.7% YoY to INR 907.7 Cr, while EBITDA jumped 29% to INR 163.9 Cr, achieving an 18.1% margin. Net profit rose 24% to INR 69.4 Cr. Excluding a one-time labor charge, net profit would be INR 85.7 Cr, a 53% YoY increase. International business surged 59.9%, and the non-auto segment grew 127.9%, primarily driven by a 4.4x increase in ADS (Aerospace, Defense & Semiconductor) sales.

The company is aggressively diversifying its portfolio and future-proofing the business. Key strategic moves include expanding into high-value, technology-agnostic automotive components and focusing on emerging segments. This strategy is expected to leverage core strengths and capture new opportunities.

Sansera inaugurated a new plant in Pantnagar for domestic 2W components and signed a strategic Joint Venture with Japan's Nichidai Corporation. This JV, involving an INR 50 Cr investment by Sansera, will manufacture precision forged and machined aluminum and steel parts for advanced automotive components, specifically diversifying beyond existing IC engine parts.

The ADS segment boasts a cumulative unexecuted orderbook backlog of INR 3,867.8 Cr, executable over approximately five years. The total order book for new business stands at INR 2,412.4 Cr, expected to hit peak annual revenues within three years.

Management expressed optimism regarding demand visibility. They project FY26 ADS revenue guidance of INR 300-320 Cr, escalating to INR 500-600 Cr for FY27. This growth will be supported by a planned INR 250 Cr capex. Positive impacts are also anticipated from EU FTA and USA-India trade agreements, expected to boost exports.