| Net Profit Qtr Growth | 104.8%YoY Increase |
|---|---|
| Market Cap | ₹18,336 CrAutomobiles |
| Revenue TTM | ₹3,498 CrFull Year |
| Day RSI | 76.2Overbought |
Key highlights
- Q4 FY26 revenue reached ₹9,987 million, representing a 28% year-on-year increase
- Aerospace & Defense (ADS) revenue for FY26 stood at ₹3.15 billion, exceeding the upper end of management guidance by approximately 140%
- Quarterly EBITDA margins expanded by 306 basis points to 19.3%, reflecting positive operating leverage
- The company maintains a cumulative 5-year unexecuted ADS backlog valued at ₹44.6 billion
- Non-auto, xEV, and tech-agnostic segments now contribute 32% of total revenue, up from previous levels
- Planned capital expenditure for FY27 is estimated at approximately ₹5 billion to support capacity expansion
- Management has guided for an ADS revenue target of ₹5.5 billion to ₹6.0 billion for FY27
Financial Performance
Sansera Engineering delivered a robust financial performance for the fiscal year ending March 2026, characterized by high double-digit growth across key metrics. Annual revenue grew by 17.1% to ₹34,979 million, while the fourth quarter saw a sharper acceleration of 28% to reach ₹9,987 million. Net profit for Q4 surged by 108% year-on-year, aided by significant margin expansion and favorable product mix.
Operating profit margins for the quarter stood at 19.32%, reflecting the positive impact of operating leverage as volumes increased. The company’s annual net profit reached ₹3,241 million, marking a 50.6% increase compared to the previous fiscal year.
Management Outlook
Management expressed strong confidence in the company’s ongoing diversification strategy, aiming to reach a 40% revenue mix from non-auto, xEV, and tech-agnostic segments. Following a significant beat in the Aerospace & Defense segment, guidance for FY27 ADS revenue has been set between ₹5.5 billion and ₹6.0 billion. To support this growth, the company is acquiring 10 acres of land specifically for ADS expansion.
Capex for the upcoming fiscal year is expected to remain consistent with FY26 levels at around ₹5 billion. Strategic focus remains on executing the ₹44.6 billion order book and expanding into semiconductor components and engine blisks.
Business Overview
Sansera Engineering is a leading manufacturer of complex and critical precision engineered components. Historically rooted in the automotive sector, particularly in connecting rods and crankshafts for two-wheelers and passenger vehicles, the company has successfully diversified into high-margin sectors. Its portfolio now spans Aerospace, Defense, and Electric Vehicle (xEV) components.
Operating both domestically and internationally through its Swedish subsidiary, Sansera provides end-to-end engineering solutions. The company is increasingly positioning itself as a technology-agnostic player, reducing its dependence on internal combustion engine (ICE) cycles by moving into structural parts and aerospace engine components.
Sector Dynamics
The automotive component industry is witnessing a structural shift toward electrification and lightweighting. While the traditional passenger and commercial vehicle segments show steady momentum, the Aerospace and Defense sector in India is experiencing a significant tailwind due to indigenization efforts and global supply chain realignments. Sansera's performance reflects these broader trends, particularly in the rapid ramp-up of ADS orders and the addition of new domestic commercial vehicle OEMs like Volvo Eicher.
However, the sector faces challenges from inflationary pressures in raw materials, energy costs, and freight. Management also noted potential volatility from global tariff uncertainties and geopolitical shifts.
What to Watch
- Execution of the ₹44.6 billion 5-year Aerospace & Defense order backlog
- Progress toward the target of 40% revenue contribution from non-auto and tech-agnostic segments
- Impact of planned ₹5 billion FY27 capex on debt levels and return on equity
- Successful integration of new product lines including semiconductor components and engine blisks
- Managing inflationary pressures in raw materials and global freight costs
“Management guided FY26 ADS revenue of INR 1.2-1.3bn but achieved INR 3.15bn, a beat of ~140% above the guided upper end.”
| Share price | ₹2941.7 |
|---|---|
| Market capitalisation | ₹18,336.20 Cr |
| Revenue (annual) | ₹3,497.92 Cr |
| Net profit (annual) | ₹324.09 Cr |
| Revenue (latest quarter) | ₹998.74 Cr+10.03% vs previous quarter |
| Net profit (latest quarter) | ₹121.41 Cr+76.70% vs previous quarter |
| P/E (TTM) | 56.58×Sector 32.08× |
| Promoter holding | 30.1%-0.08% QoQ |
| FII holding | 18.79%Current quarter |
Reference market data from a third-party provider, as of the story. Not a valuation or a recommendation.
Exchange filing by Sansera Engineering Ltd announcing its audited financial results for the quarter and year ended March 31, 2026. Market figures from a third-party data provider.
