Copy of Earnings Call Transcript on Q4FY26 is attached.
SANSERA · price
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Sansera Engineering delivered record Q4 FY26 quarterly revenue of INR9,987 million (28% YoY) and full-year revenue of INR34,979 million (16% YoY growth). EBITDA margin improved to 18.1% from 17.1% previously, while PAT surged 51% to INR3,269 million with PAT margin expanding to 9.3%. The ADS (Aerospace, Defense, Semicon) segment was a standout performer, growing 155% to INR3,155 million. The company disclosed a cumulative unexecuted order backlog of INR44.6 billion for ADS over 5 years. Management guided ADS to reach INR550-600 crores in FY27 with margins moving toward 25-30% at full utilization. Capex of INR5,097 million was incurred in FY26 with similar levels expected in FY27.
Strong operational performance with margin expansion and 155% growth in high-margin ADS segment demonstrates successful diversification strategy. Management's visibility on INR8,000-9,000 crore revenue by end of decade provides clear growth roadmap, though near-term headwinds from inflation and soft export order inflows persist.