Sansera Engineering LimitedCapital Goods & EngineeringSANSERA
Q1 FY27 earnings callSansera Engineering Limited
Sansera achieved its highest-ever quarterly revenue of over INR 10,000 million, driven by strong growth across all segments, particularly a near 130% increase in non-auto sales and a significant expansion of its aerospace & defense (ADS) order book.
Numbers
| Metric | This quarter | Change | Five-quarter trend |
|---|---|---|---|
| Revenue | INR 10,213 million | 33% | |
| EBITDA Margin | 19.2% | 200 bps | |
| PAT Margin | 8.6% | — | |
| Non-Auto Segment Revenue | INR 1,998 million | 129.9% | |
| Auto Tech-Agnostic/xEV Revenue | INR 1,316 million | 22.2% | |
| Auto ICE Segment Revenue | INR 6,275 million | 20.8% | |
| ADS Order Backlog (Post-Q1) | INR 57.5 billion | — | |
| Peak Annual Revenue (New Business ex-ADS) | INR 18.5 billion | — |
Financials
| Quarter | Revenue | Net profit (PAT) | Basic EPS |
|---|---|---|---|
| Q3 FY25 | ₹727.80 Cr+2.1% YoY-4.7% QoQ | ₹55.92 Cr+15.6% YoY+8.4% QoQ | ₹9.19+2.2% YoY-2% QoQ |
| Q2 FY25 | ₹763.37 Cr+10.2% YoY+2.6% QoQ | ₹51.61 Cr+8.6% YoY+2.9% QoQ | ₹9.38+6.5% YoY+1.5% QoQ |
| Q1 FY25 | ₹743.93 Cr+12.7% YoY-0.3% QoQ | ₹50.14 Cr+11% YoY+7.9% QoQ | ₹9.24+9.6% YoY+7.4% QoQ |
| Q4 FY24 | ₹745.85 Cr+21% YoY+4.7% QoQ | ₹46.47 Cr+31.2% YoY-3.9% QoQ | ₹8.60+29.5% YoY-4.3% QoQ |
| Q3 FY24 | ₹712.64 Cr+27.9% YoY+2.9% QoQ | ₹48.37 Cr+54.7% YoY+1.7% QoQ | ₹8.99+52.4% YoY+2% QoQ |
TL;DR
- Revenue crossed INR 10,000 million milestone with 33% YoY growth.
- EBITDA margin expanded 200 bps to 19.2%, PAT margin at 8.6%.
- Non-auto segment revenue grew 129.9% YoY to INR 1,998 million.
- ADS order backlog grew to INR 57.5 billion post-quarter.
- Growth was broad-based across auto ICE, auto tech-agnostic/xEV, and ADS.
- Management expects high-teens to 20% revenue growth for FY27.
Said on the call
“This is the only beginning of a significant new growth leg for our business with the benefit of this transition becoming increasingly visible over the coming years.”
From the Q&A
| Topic | What management said |
|---|---|
| ADS Order Book Growth | Management clarified the ADS order backlog increased to INR 57.5 billion post-quarter due to a large order from an existing semicon equipment manufacturer, projecting to ~$75 million in annual business from that customer. |
| FY27 Revenue Guidance | While initial guidance was high-teens growth, management noted strong momentum could lead to high-teens to 20% overall revenue growth, with non-ADS business potentially seeing mid-teen growth. |
| Margin Trajectory & ADS Margins | Management aims to sustain current margin levels (~19.2%) while focusing on growth, and indicated ADS and export businesses operate at 25% to 30% EBITDA margins. |
| ADS Capacity & Capex | Current and planned facilities (new hangar, defense shift, build-to-suit) aim to create capacity for ~INR 3,500 crores in revenue by FY31. Asset turns for ADS are between 2 to 2.25. |
| Inorganic Growth & Funding | Management is open to inorganic opportunities, especially in non-auto segments, but current plans are organic. The balance sheet is strong enough to fund investments through leverage. |
Guidance
- Expect to end FY27 with high-teens top-line growth.
- ADS revenue is expected to grow about 75%-80% in the current year.
- Overall revenue growth for FY27 could be between high-teens to 20%.
- Aiming to create capacity for ~INR 3,500 crores in ADS revenue by FY31.
- Long-term aspiration is overall revenue of INR 8,000 crore to INR 9,000 crore by the end of the decade (FY2031).
Source
Summary written from the transcript filed by Sansera Engineering Limited for the call held on 13 Aug 2026; published 20 Aug 2026, 18:01 IST.