Sansera Engineering Ltd Q3 FY25 Results & Concall Highlights: Revenue, Margins & Order Book
Published 5 Aug 2026 | Auto Components | Market Cap: ₹23.4K Cr
The company targets high teens CAGR (~15%) in revenue growth over the next 3 years despite cyclical auto industry demand and technological shifts. Sansera Engineering expects high teens CAGR revenue growth over the next 3 years, driven by a strong order book and new product introductions.
From Sansera Engineering Ltd's Q3 FY25 earnings-call transcript · updated 23 Aug 2026.
Price
₹3,877
Market Cap
₹23.4K Cr
P/E Ratio
75.4
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Sansera Engineering Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹999 Cr, net profit ₹123 Cr.
Full financials →📊 Revenue & Sales Performance
- →The company targets high teens CAGR (~15%) in revenue growth over the next 3 years despite cyclical auto industry demand and technological shifts.
- →Aerospace, Defense, and Semiconductor segments are expected to grow robustly, with a combined order book of ~INR600 crores and a target to execute at least 50% next year.
- →Aerospace alone is expected to grow around 50% CAGR, supported by defense orders and Semicon revenue.
- →Semiconductor business order book was around $17 million, with potential to grow to $30 million annually in 3 years.
- →Non-auto, xEV, and tech-agnostic segments are projected to grow, reaching close to 38% of revenue mix in the next 3 years (up from 26% currently).
- →New Aerospace projects like Radar 1 are expected to generate stable and significantly higher revenue in coming years.
- →Positive momentum and new product launches expected to revive PV business with premiumization focus.
- →Management is optimistic about stronger order execution and business growth in FY26 and beyond.
📈 Profitability & Margins
- →Sansera Engineering expects high teens CAGR revenue growth over the next 3 years, driven by a strong order book and new product introductions.
- →EBITDA margins are targeted to improve year-on-year by at least 0.5%, with a long-term aspirational margin of around 20%.
- →The company aims to reach a pre-tax ROCE of 20% in 3-4 years, which would translate to a post-tax ROCE above 15%.
- →Aerospace, Defense, and Semiconductor segments are expected to grow significantly, with Aerospace targeting 50% CAGR and Semiconductor adding incremental revenues (INR60 crores expected next year).
- →Earnings growth is supported by margin expansion, diversification into higher-margin segments (like xEV, Semicon, Aerospace), and cost savings.
- →Net positive cash flow is around INR150 crores, improved by QIP proceeds used partly for debt reduction and capex supporting future growth.
- →Overall, Sansera projects sustained profitability improvement aligned with revenue growth toward INR5,000 crores by FY '28.
🏗️ Capital Expenditure Plans
- →Completed capex till date this year is approx. INR370 crores; expected full-year at INR425-450 crores excluding land.
- →Additional land parcel (55 acres) purchased near new EV estate in Karnataka; including land, total capex ~INR550 crores.
- →INR200 crores from QIP proceeds allocated to capex: INR100 crores for new parcel of land, INR100 crores for new machinery.
- →Upcoming capex driven mostly by new orders, especially in Aerospace, Defense, and Semiconductor sectors.
- →Future capex expected to be ahead by 3-4 quarters of related revenue realization.
- →New Aerospace machining facility capex around INR110-120 crores with higher asset turns (2x to 2.25x).
- →Total investment over next 3 years estimated at INR1,300-1,400 crores to support order book growth.
- →Strategic investments include increasing stake in subsidiary MMRFIC up to 51% for Defence sector opportunities.
💰 Fundraising & Capital Structure
- →The company completed a Qualified Institutional Placement (QIP) raising approximately INR1,200 crores.
- →Out of this, INR700 crores was already used to retire debt, and INR200 crores is allocated for capex (land and machinery).
- →The remaining INR300 crores (after INR25 crores in QIP expenses) will be decided soon, mostly directed toward growth capex and development expenses.
- →There are no explicit mentions of any new or upcoming fundraising through debt or equity beyond this QIP in the discussion.
- →Gross debt as of December end is about INR350 crores with net positive cash of approximately INR150 crores, suggesting a healthy balance sheet post-QIP.
- →No additional plans for fresh debt or equity fundraising were disclosed in the call for the near future.
📋 Order Book & Pipeline
- →Current order book as of December 2024 stands at INR 2,200 crores (INR 22 billion).
- →More than 60% of the order book is from international markets.
- →Order book for Aerospace, Defense, and Semiconductor segments combined is approximately INR 600 crores.
- →Semiconductor order book recently increased to about $17 million (~INR 140-150 crores).
- →Aerospace and Defense expected to grow with at least 50% order book execution targeted for FY '26.
- →Expected execution from Aerospace, Defense, and Semicon order book for FY '26 is about INR 300 crores.
- →New orders booked worth INR 190 crores (INR 1.9 billion) during the last quarter, with major inflows from non-auto sectors.
- →Tech-agnostic and xEV order book stands at INR 535.2 crores (INR 5,352 million), forming a major part of growth pipeline.
Key Metrics
Frequently Asked Questions
What were Sansera Engineering Ltd Q3 FY25 results?
The company targets high teens CAGR (~15%) in revenue growth over the next 3 years despite cyclical auto industry demand and technological shifts. Sansera Engineering expects high teens CAGR revenue growth over the next 3 years, driven by a strong order book and new product introductions.
What is Sansera Engineering Ltd share price analysis?
Sansera Engineering Ltd currently shows a neutral. The stock trades at a P/E of 75.4 with a market cap of ₹23,356 Cr. Investors should review the full earnings analysis for detailed insights.
Is Sansera Engineering Ltd planning capital expenditure?
Completed capex till date this year is approx.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.