This article first appeared on GuruFocus .
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Annual Revenue:INR34,979 million, a 16% year-on-year growth.
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Quarterly Revenue (Q4 FY26):INR9,987 million, marking the highest ever quarterly revenue.
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ADS Revenue:INR3,155 million, a 155% growth during the year.
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EBITDA (Q4 FY26):INR1,929 million, a 52% year-on-year growth.
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EBITDA Margin (Q4 FY26):Improved to 19.3% from 16.3% in Q4 FY25.
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Profit After Tax (Q4 FY26):INR1,231 million, a 108% year-on-year increase.
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PAT Margin (Q4 FY26):Expanded to 12.3% from 7.6% in Q4 FY25.
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Operating Cash Flow:INR3,871 million, 11% of operating revenues.
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Return on Capital Employed (ROCE):18.0%, up from 16.2% in FY25.
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Return on Equity (ROE):11.1%, up from 10.5% in FY25.
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CapEx (FY26):INR5,097 million, with a similar level expected in FY27.
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Cash Position:INR3,972 million, providing flexibility for future expansion.
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Release Date: May 21, 2026
For the complete transcript of the earnings call, please refer to the full earnings call transcript .
Positive Points
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Sansera Engineering Ltd ( BOM:543358 ) achieved record revenues for FY26, with a top-line of INR34,979 million, reflecting strong operational resilience.
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The company reported an exceptional growth of 155% in its ADS segment, with revenue from product sales reaching INR3,155 million.
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Sansera Engineering Ltd ( BOM:543358 ) delivered its highest ever quarterly revenue of INR9,987 million in Q4 FY26, driven by strong momentum in both automotive and non-automotive segments.
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The company has entered into a strategic joint venture with Nichidai Corporation, Japan, to enhance its precision engineering capabilities.
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Sansera Engineering Ltd ( BOM:543358 ) is expanding its manufacturing footprint with a new facility at Pantnagar and has a healthy cash position of INR3,972 million to support future expansion.
Negative Points
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The operating environment remains fluid with inflationary pressures across steel, aluminum, energy, tooling, consumables, and freight.
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The company faces challenges in the availability of skilled and semi-skilled labor, which could impact execution efficiency.
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Sansera Engineering Ltd ( BOM:543358 ) experienced increased working capital requirements due to the growth momentum in the ADS segment.
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There is uncertainty in the global market due to geopolitical developments, which could affect order inflows and business growth.
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The company is cautious about FY27 due to macroeconomic conditions, including potential slowdowns and tariff uncertainties.
Q & A Highlights
Q: Can you provide a strategic roadmap for Sansera Engineering over the next few years, particularly regarding ADS and overall revenue targets? A: Bindiganavile Preetham, Group CEO, explained that Sansera aims to diversify its revenue streams, targeting 40% from non-auto and xEV components, reducing reliance on Auto-ICE. The company has made significant progress, reaching 32% in non-auto and xEV segments by the end of the quarter. Sansera is expanding its manufacturing capabilities and expects to achieve INR8,000 to INR9,000 crores in revenue, with potential growth to INR10,000 crores, depending on macroeconomic conditions.
Q: What is the expected margin profile for the ADS segment, and will there be further CapEx announcements? A: Bindiganavile Preetham, Group CEO, stated that the ADS facility is nearing full utilization, and margins should move towards 25-30% as the facility reaches peak capacity. Hari Krishnan, CEO of Aerospace, Defence & Semiconductor, added that the asset turn ratio is 1:2, and an additional INR250 crores CapEx is planned to clear the current order backlog. Further CapEx will depend on additional opportunities.
Q: How is the semiconductor segment performing, and what are the future expectations? A: Hari Krishnan, CEO of Aerospace, Defence & Semiconductor, noted that the semiconductor segment has outperformed expectations, contributing significantly to growth. The company is not bound by exclusivity and is engaging with other major players. The content value is increasing, and margins are promising, although machine availability remains a challenge.
Q: What is the outlook for the EV segment, particularly in terms of domestic and export opportunities? A: Bindiganavile Preetham, Group CEO, highlighted strong momentum in the domestic two-wheeler EV market, with traditional and exclusive OEMs expanding. The company is also working on hybrid components and energy storage solutions, expecting annual revenue of INR80 to INR100 crore from these programs.
Q: How is Sansera addressing labor challenges and potential cost inflation? A: Bindiganavile Preetham, Group CEO, acknowledged labor availability and attrition as challenges. The company is increasing automation and diversity, with a focus on employing more women. Sansera is also implementing skill-based incentives and multi-manning strategies to improve efficiency and manage labor costs.
For the complete transcript of the earnings call, please refer to the full earnings call transcript .
