Sansera Engineering Limited has informed the Exchange about Transcript
SANSERA · price
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Sansera Engineering reported Q1 FY26 revenue of INR7,663 million, up 3% year-on-year, with EBITDA margin holding steady at 17.2% (up 10 bps YoY) and PAT growing 26% YoY to INR630 million (PAT margin 8.2%). The order book stood at INR20,243 million, with INR1,732 million of new orders added in the quarter, mainly from ADS (Aerospace, Defence & Semiconductor), followed by xEV and ICE segments. International business was weak, with exports from India (ex-ADS) declining 20.6% due to global uncertainties and US tariff concerns, though the Swedish subsidiary posted record quarterly sales of INR637 million (80% YoY growth on a low base) and is expected to deliver 20-25% full-year growth. Management reiterated its ADS revenue target of INR280-300 crores for FY26 (doubling YoY) and a three-year target of INR1,000 crores, while aluminium forging is targeted at INR500 crores by FY27.
The stable margin performance and strong order pipeline, particularly in ADS, provide a positive backdrop despite near-term headwinds from US tariffs and weak exports. However, management's hesitation to give clear FY26 revenue growth guidance and a timeline for the 20% EBITDA margin target may limit near-term upside, with the stock likely to trade sideways until tariff clarity emerges.