Sansera Engineering Ltd
Sansera Engineering Q2 FY26: Order Book ₹4,000 Cr
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Traditional ICE components like connecting rods and crankshafts are expected to achieve healthy single to double-digit growth in revenue and order book through at least FY2035, driven by continued OEM demand for multi-fuel, hybrid, and pure ICE engines. Sansera expects a strong growth trajectory with Q2 FY26 showing its best-ever quarterly performance with revenues of INR 8,252 million, EBITDA at 17.3%, and PAT of 8.7%.
From Sansera Engineering Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- Traditional ICE components like connecting rods and crankshafts are expected to achieve healthy single to double-digit growth in revenue and order book through at least FY2035, driven by continued OEM demand for multi-fuel, hybrid, and pure ICE engines.
- Outsourcing from OEM in-house manufacturing is anticipated to increase due to stricter emissions (Euro VI, VII, VIII), faster engine upgrade cycles (5-7 years vs 10-12 years before), and more engine variants, favoring external suppliers like Sansera.
- ADS (Aerospace, Defense, and Speciality) segment aims for peak revenues of Rs.500-600 crores with a strong quarter-on-quarter growth trajectory; current margins are at the higher end of 25-30% with limited upside as industry matures.
- Domestic motorcycle segment, particularly premium two-wheelers, is growing strongly; scooter segment showing lower growth due to less content per vehicle and limited presence in some OEM models.
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Profitability & Margins
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Capital Expenditure Plans
- The company has incurred CAPEX of approximately INR 2 billion during H1 FY26, prioritizing non-auto opportunities.
- Sansera has fully invested or committed investments to execute Rs.600 crores capacity in the ADS segment by the end of this year.
- They plan to expand the ADS facility by adding about 70,000 sq. ft. (~two-thirds of existing space) with completion targeted around June-July next year to cater higher business.
- The board has approved a further investment of Rs.30 crores in MMRFIC to increase stake beyond 50% before the end of this financial year.
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Top-ranked in Auto Components
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- Current cumulative order book (confirmed programs under manufacturing or development) stands close to Rs.4,000 crores, executable up to FY30 (Page 13, 14).
- ADS segment peak annual revenue potential is around Rs.500-600 crores, with cumulative lifetime orders over four years estimated at Rs.4,000 crores (Page 6, 7, 14).
- ADS current facility capacity is about Rs.600 crores, fully invested to meet Rs.550 crores order target for FY27 (Page 14).
- Automotive order books are generally open-ended without fixed closure dates; representation mostly in peak annual revenue potential (Page 6, 7).
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Sansera Engineering Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹999 Cr, net profit ₹123 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Sansera Engineering Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q1 FY26 earnings call analysis →
- Q3 FY25 earnings call analysis →
- Q4 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
- Q4 FY23 earnings call →
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Frequently Asked Questions
What were Sansera Engineering Ltd Q2 FY26 results?
Traditional ICE components like connecting rods and crankshafts are expected to achieve healthy single to double-digit growth in revenue and order book through at least FY2035, driven by continued OEM demand for multi-fuel, hybrid, and pure ICE engines. Sansera expects a strong growth trajectory with Q2 FY26 showing its best-ever quarterly performance with revenues of INR 8,252 million, EBITDA at 17.3%, and PAT of 8.7%.
What is Sansera Engineering Ltd share price analysis?
Sansera Engineering Ltd currently shows a neutral. The stock trades at a P/E of 73.8 with a market cap of ₹25,724 Cr. Investors should review the full earnings analysis for detailed insights.
Is Sansera Engineering Ltd planning capital expenditure?
The company has incurred CAPEX of approximately INR 2 billion during H1 FY26, prioritizing non-auto opportunities.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.