Sansera Engineering Limited — Q4FY26 earnings call summary

Filed 28 May 2026 · Official transcript

FY27 capex guidance ~5.1bn; additional 2.5bn capex planned for ADS expansion and new JV
Working capital pressure due to ADS growth; expect optimization as business normalizes
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
Automotive division CEO elevated; focus on automation and capacity expansion in 2W, PV, and commercial vehicles
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
Aerospace business expanding with complex parts including engine blisks; semiconductor segment growing rapidly with strong customer engagement
Labor availability challenges addressed via automation and skill-based incentives