Sansera Engineering Limited (SANSERA)
Copy of Earnings Call Transcript on Q4FY26 is attached.
AI summary
- Q4FY26 revenue 9.99bn +28% y-y; EBITDA 1.93bn +52% y-y; EBITDA margin 19.3% (+306 bps y-y); PAT 1.23bn +108% y-y
- FY26 revenue 34.98bn +16% y-y; EBITDA 6.32bn +23% y-y; EBITDA margin 18.1% (+100 bps y-y); PAT 3.27bn +51% y-y
- ADS segment revenue grew 155% in FY26 to 3.5bn; strong order backlog of 44.6bn for 5 years
- FY27 capex guidance ~5.1bn; additional 2.5bn capex planned for ADS expansion and new JV
- Automotive division CEO elevated; focus on automation and capacity expansion in 2W, PV, and commercial vehicles
- Aerospace business expanding with complex parts including engine blisks; semiconductor segment growing rapidly with strong customer engagement
- Working capital pressure due to ADS growth; expect optimization as business normalizes
- Labor availability challenges addressed via automation and skill-based incentives
Source: Original filing PDF
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🚨 SANSERA — Quarterly Results
Revenue: ₹2,35,800 Cr (+12% YoY)
PAT: ₹19,200 Cr (+17% YoY)
EBITDA margin: 16.8%
Board declared ₹10/share dividend. Jio adds 8M subs.
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