🚀 Sansera Engineering Q1 FY27 Results
Strong topline + diversification accelerating 🔥
Key Numbers:
• Revenue: ₹1,021 Cr (+33.3% YoY) — highest ever
• EBITDA: ₹184.4 Cr (+25.3% YoY)
• EBITDA Margin: 18.1%
• PAT: ₹87.4 Cr (+5.3% YoY)
PAT impacted by one-offs:
₹16.9 Cr customer settlement + ₹12.6 Cr US tariff provision
Normalized picture looks much better:
EBITDA ~₹196 Cr (+48%) | PAT ~₹100 Cr (+59%) | Margin 19.2%
The real story — Business Mix Shift:
🔹 Non-Auto sales +129.9% YoY → now 20.8% of revenue
🔹 ADS revenue >₹145 Cr (3x+ YoY)
🔹 Auto-Tech Agnostic + xEV +22.2%
🔹 Auto ICE still solid +20.8%
ADS Outlook:
Executable backlog ~5 years
FY27 guidance: ₹550–600 Cr
Long-term CAGRs (FY21-26):
• Auto ICE: 14%
• Auto-Tech Agnostic & xEV: 41%
• Non-Auto: 26%
• Overall: 18%
Management guiding high-teens growth for FY27 with margin improvement.
Sansera is steadily transforming from pure auto-component play into a diversified engineering platform (Aerospace + Defence + Semiconductor focus).
Hari Krishnan appointed CEO of Aerospace, Defence & Semiconductor division — another clear signal.
#Sansera #AutoComponents #Aerospace #Defence #EV #Investing
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2August 13, 2026 3K 3