Sansera Engineering Limited — Q1FY27 earnings call summary

Filed 13 August 2026 · Company audio recording

No significant product end-of-life risks identified in ADS; semi-conductor demand outlook positive but subject to industry cyclicality.
ADS order book increased to INR 57.5bn executable by FY31; targeting INR 1,300cr revenue from ADS by 2030.
Expect strong demand visibility in domestic two-wheelers, passenger vehicles, and exports through Q3 FY27.
Dedicated defense facility being set up to expand machining and sheet metal offerings; targeting INR 500cr revenue capacity by FY31.
No updated FY27 CapEx guidance; investments phased with customer validations and order visibility.
Supply chain stress due to strong demand causing raw material and child part constraints.
FY27 revenue growth guided at high teens, with potential to reach 20%+ driven by ADS doubling and mid-teen growth in non-ADS segments.
New 80,000 sq ft hangar for aerospace and SEM business to be commissioned by Q3 FY27; additional 100,000 sq ft facility planned.