India · Delayed Price · Currency is INR Sansera Engineering Earnings Call Transcripts
Fiscal Year 2026
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Quarterly revenue and EBITDA reached record highs, with strong growth in Europe, non-auto, and ADS segments. Margin profile improved despite one-time costs, and robust order book and CapEx plans support continued expansion, especially in aerospace, semiconductor, and new JV initiatives.
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Q2 FY2026 saw record revenue and margins, led by strong domestic and ADS growth, despite export headwinds. ADS order backlog exceeds INR 39,500 million, with capacity expansion underway. H2 is expected to be stronger, and the company remains net debt-free.
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Q1 FY26 saw 3% revenue growth and robust margins despite global headwinds, with strong domestic and Sweden performance offsetting export declines. ADS and aluminum forging segments are set for significant growth, while the company remains cautious on exports due to U.S. tariffs.
Fiscal Year 2025
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Record FY25 revenue and PAT achieved, with 7% year-over-year growth and strong cash flow. ADS segment is set to double revenue in FY26, while high-teen overall growth is guided despite export headwinds and tariff uncertainties.
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Q3 FY25 saw modest 2% YoY revenue growth and stable margins, with strong cash reserves and a robust INR 22 billion order book. Diversification into non-auto, xEV, and semiconductors is accelerating, with major order wins and a doubling of Aerospace, Defense, and Semicon revenue expected in FY26.
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Revenue grew 10% YoY to INR 7,634 million with improved margins and a robust order book exceeding INR 20 billion, driven by strong two-wheeler and xEV growth. Debt repayment and capacity expansion are underway, with margin expansion expected as new programs ramp up.
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Q1 FY25 saw 13% revenue growth and stable 17% EBITDA margin, with strong gains in emerging segments and improved gross margin. Management remains cautiously optimistic for FY25, with robust order book and targeted CapEx for expansion, despite global EV and international market headwinds.