Sansera Engineering Ltd
Sansera Engineering Q3 FY25 earnings call: Revenue & Margins
Q3 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
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.
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.
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Profitability & Margins
See what Sansera Engineering Ltd said on profitability & margins — free account, 30 seconds.
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).
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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
See what Sansera Engineering Ltd said on fundraising & capital structure — free account, 30 seconds.
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.
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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.
Full financials →Continue your research
What Sansera Engineering Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q1 FY26 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 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 the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.