Sansera Engineering Ltd
Sansera Engineering Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Domestic ICE segment expected to grow at high single-digit to low double-digit rate over next 2-3 years. Sansera Engineering aims for 20% EBITDA margin, 20% growth, and 20% ROCE as core objectives.
From Sansera Engineering Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Domestic ICE segment expected to grow at high single-digit to low double-digit rate over next 2-3 years.
- Export ICE segment projected to see healthy 20-25% growth in next 3 years, driven by order wins and industry opportunities.
- Consolidated ICE segment growth anticipated beyond 15% considering both domestic and export markets.
- ADS (Aerospace & Defense) business has an unexecuted order book of ~INR3,800 crores till FY '30, with a steep revenue ramp expected post FY '28; FY '27 ADS revenue target is INR550-600 crores.
- Overall company targets: 20% EBITDA margin, 20% growth, and 20% ROCE as core objectives.
- Q3 revenue increased 25% YoY, highest ever for the company, reflecting strong growth momentum.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Sansera Engineering Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- FY '26 capex planned between INR 375-400 crores, including building new facilities such as a forge shop in Pantnagar and a building in Bangalore.
- Similar capex expected for FY '27, supporting growth aspirations of at least 10% above market growth.
- ADS segment capex: Additional INR 300-325 crores planned phased until FY '28 to support ramp-up from current ~INR 600 crores revenue to INR 1,200-1,300 crores by FY '30.
- New ADS facility construction underway, 80,000 sq ft manufacturing space expected ready by June-July 2026.
- Potential new 10-15 acres land acquisition near Devanahalli Airport (Aeropark/STTR) for future ADS expansion.
2 more points management made on capital expenditure plans
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
- Aerospace & Defense Segment: Current unexecuted order book of INR 3,800 crores till FY '30.
- Expected execution: Approximately INR 1,200-1,300 crores in FY '30.
- Capex for differential INR 650-700 crores revenue expected to be INR 300-325 crores, phased till FY '28.
- Additional land (10-15 acres) being eyed for expansion near Devanahalli Airport due to anticipated order book growth.
- New order wins expected in next 1 year, execution before FY '30.
- Tech-agnostic/xEV order book stable around INR 430 crores, with a strategic pause to stabilize technology.
- Other segments: Strong traction in international passenger vehicle orders (US and Europe) expected post-tariff clarity.
2 more points management made on order book & pipeline
Sansera Engineering Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: 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 Enginee.'s management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q1 FY26 earnings call analysis →
- Q3 FY25 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q2 FY26 earnings call →
- 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 →
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Frequently Asked Questions
What were Sansera Engineering Ltd Q3 FY26 results?
Domestic ICE segment expected to grow at high single-digit to low double-digit rate over next 2-3 years. Sansera Engineering aims for 20% EBITDA margin, 20% growth, and 20% ROCE as core objectives.
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?
FY '26 capex planned between INR 375-400 crores, including building new facilities such as a forge shop in Pantnagar and a building in Bangalore. - Similar capex expected for FY '27, supporting growth aspirations of at least 10% above market growth. - ADS segment capex: Additional INR 300-325 crores planned phased until FY '28 to support ramp-up from current ~INR 600 crores revenue to INR 1,200-1,300 crores by FY '30. - New ADS facility construction underway, 80,000 sq ft manufacturing space expected ready by June-July 2026. - Potential new 10-15 acres land acquisition near Devanahalli Airport (Aeropark/STTR) for future ADS expansion. - U.S.
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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.