Copy of Investors Presentation on Q4 & FY26

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

SANSERA · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

+14.6%1-day move

₹2490.00

prior close

₹2820.00

base price

After-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

-2.1-1.0-1.4+0.6+14.6+16.6+16.0+17.6+15.3+18.5+16.9+20.2+32.4—

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AI summary

Sansera Engineering delivered record performance in FY26 with revenue of INR 34,979 Mn (16% YoY growth) and PAT of INR 3,269 Mn (51% YoY growth). EBITDA margin expanded to 18.1% from 17.1% in FY25, while PAT margin improved to 9.3% from 7.2%. Q4FY26 was the strongest quarter ever with revenue of INR 9,987 Mn (28% growth) and PAT crossing INR 1,000 Mn. The ADS (Aerospace, Defense & Semiconductor) business achieved revenue of INR 3,155 Mn (155% YoY growth) with an unexecuted order backlog of INR 44,638 Mn. The company signed a 60:40 JV with Nichidai Corporation, Japan to manufacture precision forged components and inaugurated a new Pantnagar plant. Management guided FY27 ADS revenue of INR 5,500-6,000 Mn.

Likely market impact

Strong margin expansion and 51% PAT growth indicate improving operational efficiency and pricing power. The massive ADS order backlog and clear revenue guidance provide multi-year visibility. The Nichidai JV and new capacity additions support long-term growth in emerging segments.