Sansera Engineering Q2 FY27 Earnings Call Transcript Released
Sansera Engineering reported record Q2 FY27 revenue of ₹10,915 million (up 32% YoY) and PAT of ₹1,086 million (up 52% YoY). EBITDA was ₹2,112 million (up 48% YoY). The company's ADS business continues to be a strong growth driver, with a five-year order book of ₹58.7 billion. Commercial production at the Sansera-Nichidai JV is expected by end-H2 FY27, and the defense facility by end-Q3 FY27.
The announcement details strong financial results, including record revenue and profit growth, alongside strategic initiatives like new facility commencements and significant order book growth, which are material to investors.
The company reported record revenues, significant year-on-year growth in revenue, EBITDA, and PAT, and highlighted strong performance across its business segments. Positive outlook and strategic growth initiatives further contribute to the positive sentiment.
Sansera Engineering Limited has released the transcript of its Earnings Group Conference Call held on November 06, 2026. The call discussed the company's Unaudited Financial Results for the quarter and half-year ended September 30, 2026.
During the call, Joint Managing Director and Group CEO, Mr. B. R. Preetham, highlighted a record quarterly revenue of ₹10,915 million, a 32% year-on-year increase. EBITDA stood at ₹2,112 million (up 48% YoY), and PAT was ₹1,086 million (up 52% YoY), with EBITDA and PAT margins at 19.4% and 10% respectively. For the first half of FY2027, revenue grew 33% YoY to ₹21,127 million, with EBITDA at ₹4,073 million and PAT at ₹1,960 million.
The company noted that growth was broad-based, with contributions from both automotive (65% of sales) and non-automotive (ADS) businesses. The Auto ICE segment recorded quarterly sales of ₹6,697 million (up 18% YoY), while the Auto-Tech Agnostic and xEV business combined for ₹1,363 million. The non-automotive segment, ADS, achieved record quarterly sales of over ₹2,000 million, contributing 20.9% to total sales. The cumulative unexecuted lifetime order book for the ADS business, executable over five years, stood at ₹58.7 billion.
Key developments mentioned include the expected commencement of commercial production at the Sansera-Nichidai JV towards the end of H2 FY2027. The defense facility is anticipated to begin operations by the end of Q3 FY2027. The company also discussed its capex plans, raising the FY27 projection to ₹8,000 million to support automotive and ADS businesses, with approximately 50% allocated to ADS.
Management addressed cost pressures from the West Asia conflict and minimum wage revisions in Karnataka, stating that these were absorbed through strong revenue growth and operating leverage. The company is confident in its growth outlook, driven by healthy demand, premiumization, electrification, and global supply chain realignments.
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Sansera Engineering Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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