Sansera Engineering Limited — Q2FY27 earnings call summary

Filed 13 November 2026 · Official transcript

FY27 Capex raised to INR8,000 million; ~50% allocated to ADS
Q2 FY27 revenue INR10,915 million +32% y-y; EBITDA INR2,112 million +48%; PAT INR1,086 million +52%
ADS backlog INR58.7 billion executable over 5 years; new defense facility operational Q4 FY27
ADS targeted to be 35-40% of revenue by FY31; new facility planned by end CY27
Minimum wage revision in Karnataka impacts costs; provision INR167 million in Q2
Management confident on sustained growth amid cost pressures and diversification
Net debt INR2,612 million; leverage 0.3x EBITDA; working capital 19.6% of annualized Q2 revenue
Auto ICE sales INR6,697 million +18% y-y; ADS revenue INR1,643 million, 20.9% of total sales