Sansera Engineering

“With this, we expect to end FY27 with high-teens top-line growth with continuous focus on improving margin profile.”

“we thought that we will end up doing about mid-to-high teens, more towards high-teens overall growth.”

“I think, overall, if you see our non-ADS business, all other businesses put together, non-ADS business itself, we should be able to look at a mid-teen kind of growth easily.”

“looks more possible that we will be doing more of mid-teens to high-teens kind of growth in our other businesses as well.”

“the ADS asset turns are very comfortably between 2 to 2.25 in that margin.”

“We are also working on a build-to-suit facility not far from our existing place, which we hope to conclude discussions in August and have that facility ready in about 10 months’ time, and that would add a further 100,000 square foot to our manufacturing space.”

“Recently, we have inaugurated a surface treatment facility next to our ADS plant. We are in the process of obtaining NADCAP validation for this.”

“We are in the process of relocating our defense business to a dedicated facility separate from the rest of ADS to provide it with focused infrastructure and enhanced operational execution.”

“at Pantnagar, which is our Plant 6 and our Manesar facility Plant 4, we are setting up additional forging and machining capabilities, mainly for crankshafts for both two-wheeler and passenger vehicle OEMs, connecting rods for the passenger vehicle OEMs.”

“Our cumulative unexecuted lifetime order book for five years, especially for ADS business, stood at INR44.4 billion as of quarter end.”

“Further, we have received few more orders in this segment in the current quarter, Q2, which have pushed our ADS order backlog to around INR57.5 billion currently. These orders are executable in next five years.”

“Therefore, as of June 2026, our peak annual revenue of our new business ex of ADS stood at INR18.5 billion.”

“this would propel us to almost close to $75 million worth of annual business from this customer.”

“So on a five-year basis, this would approximately translate to about INR1,250 crores.”

“The non-auto segment delivered its highest-ever quarterly sales of INR1,998 million, registering an impressive 129.9% year-on-year growth.”

“The revenue increasing by more than three times year-on-year and standing at INR1,454 million.”

“Moving to our Auto Tech-Agnostic and xEV business, the segment achieved its highest-ever quarterly sales of INR1,316 million, growing at 22.2% year-on-year, reflecting accelerated EV adoption, especially in two-wheelers.”

“Our Auto ICE segment also delivered a healthy 20.8% year-on-year growth on a high base and stood at INR6,275 million.”

“With our capex investments coming on stream, we expect the contribution from these businesses to scale up meaningfully and become an increasingly important driver of our growth and mix.”

“On the domestic auto side, our OEM customers across the board are talking about hyper-growth, high vehicle volumes, and continued consolidation of supply chain, better capitalized, more capable suppliers.”

“While exports saw some moderation in the last year, in this year, we are seeing some traction in our international business getting back to a normal growth trajectory.”

“we are seeing much stronger demand extending in quarter 2 as well.”

“But I see a very strong demand visibility both in two-wheeler and passenger vehicle for at least next one and a half quarters, definitely.”

“While that status quo remains the same, we are seeing increased momentum from the customers to start sourcing more from Sansera, India, without really waiting for us to start our operations in the U.S.”

“EBITDA and PAT margins remained resilient at 19.2% and 8.6% respectively.”

“Margin expansion was supported by operating leverage, disciplined cost absorption and a more favorable product mix, which together helped offset inflationary pressures during the quarter.”

“No, it is included there. It is considered as a cost.”

“No, I think this quarter could be slightly more elevated, because we have had almost 40% revenue coming from international revenue, and we have had very strong mix advantage, currency advantage and all that.”

“Our endeavor is to sustain this margin level and focus on growth while we sustain the margin.”

“We continue to monitor working capital closely, particularly receivables and inventory to ensure that growth is supported by healthy cash conversion.”

“In the meantime, our balance sheet is strong enough to fund any of these investments through leveraging, which is currently at a very low level.”

“As far as our fund requirement are concerned, currently, we keep monitoring our cash flows and we don’t think at this moment it is necessary for us to look at any additional fundraise.”

“This will be complemented by our Sansera-Nichidai joint venture, which deepens our presence in the cold and warm forged precision components.”

“And along with that, we are also sure and very clear that we are going to get into sheet metal as an additional offering.”

“See, the current projections and business updates that we have given, all that is considering only organic growth.”

“power is something that we are very interested, both in transmission as well as storage. And we also think, going forward, humanoids, like a few of our peers have already said that it's going to be a big opportunity.”

“we should have our -- the first samples ready for the customer in a month's time from now.”

“our newly appointed Executive Director, Mr. Hari Krishnan”

“Operating expenses increased in absolute terms as the revenue scaled and included a provision of INR126 million for U.S. import duty tariff incurred in the previous year.”

“These amounts remain recoverable as we speak and efforts are on to continue on the process of recovering them.”

“The quarter included an exceptional charge of INR169 million towards settlement of a litigation matter in the U.S. District Court.”

“adjusting for this post-tax impact of INR127 million, PAT for the quarter was at INR1,000 million.”

“In fact, the demand is so strong that there is a lot of stress on the supply chain, both on raw material from child part front.”

“If you just bifurcate the ADS into mainly today aerospace and semicon, in the aerospace today, significantly, we see much lesser risk.”

“In the semicon industry, as everybody is well aware, the current boom is largely significantly driven by the AI demand.”

“No, we are not today in production of anything where a significant portion is going to come to end of life in the ADS business.”

“Our quarterly revenues crossed INR10,000 million milestone, reaching INR10,213 million, representing a year-on-year growth of 33%.”

“EBITDA for the quarter stood at INR1,961 million, reflecting strong year-on-year growth of 48%.”

“Other income stood at INR134 million for the quarter, up around 15% year-on-year, primarily driven by higher forex gains during this period.”

“Overall, we remain confident about the medium-term growth outlook, supported by a diversified order pipeline, new capacity coming on stream and continuing to focus on margin, working capital and capital efficiency.”

“While we are very aspirational, we are working towards achieving our 20-20-20 targets.”