Any current/future capex/capital investment/strategic investment?

Construction of a new machining facility at existing Plant 11 has been completed and commissioning of machining lines has started. This facility will cater primarily to machining of aluminium forged components, bigger connecting rods for agriculture, construction equipment, and heavier engines. New forging plant construction at Bidadi facility has commenced, with expected completion by the end of Q2 FY2025. It will house a 4,000 ton press crucial for light weighting and aluminium components production. Current order book requires expansion of aluminium forging capacity: working with four pre

Future growth expectations in sales/revenue/volumes?

Sansera expects to grow at double the industry growth rate, with industry growth estimated around 7.5-8%, implying Sansera's growth could be around 15-16%. The order book maturity is projected around FY2027, indicating strong revenue growth through FY2025 to FY2027. Aerospace and defense segments expected to grow 45-50% in the coming year. Two-wheeler segment aiming for double-digit growth next year, supported by premiumization and tech agnostic components. Aluminium components production is scaling up, with capacity expanding via additional presses. New premium two-wheeler orders are driving

Future growth expectations in earnings/operating earnings/profits/EPS?

Sansera Engineering expects to grow at double the industry growth rate, with industry projected around 7.5-8%. Aerospace and defense segment anticipates 45-50% growth next year with peak annual revenues around FY2027. By FY2027, full maturity of current expanded order book expected, driving significant revenue increase. Two-wheeler segment showing strong demand, with expectation of double-digit growth in coming year. Operating leverage anticipated to improve domestic margins by about 0.5% over next 1-1.5 years. Consolidated EBITDA margin expected around 18% minus impact from Swedish operations

Current/ Expected Orderbook/ Pending Orders?

Current order book pending execution is about ₹250 Crores (Page 12). Total tech-agnostic order book stands at around ₹361 Crores (Page 12). Aerospace and defense order book is approximately ₹350-360 Crores combining old and new orders (Page 13). Order book maturity and full execution expected by FY2027 (Pages 6, 13). Around 90% of the current order book is expected to mature by FY2027 (Page 8). No replacement business included; only new business orders are accounted for (Page 15). Existing capacity can generate approximately ₹900 Crores revenue per quarter at 85% utilization (Page 15). Growth

Sansera Enginee.Q3 FY24Auto Components

Sansera Enginee. Q3 FY24 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹4,277P/E: 83.5Market Cap: ₹29.1K CrSector: Auto Components

Management growth scorecard

Revenue

Category 2

Margin

Category 3

Fundraise

N/A

Order

Yes

Capex

Yes

2 of 4 growth signals are positive.

Full analysis

Revenue guidance

Category 2

Sansera expects to grow at double the industry growth rate, with industry growth estimated around 7.5-8%, implying Sansera's growth could be around 15-16%.
The order book maturity is projected around FY2027, indicating strong revenue growth through FY2025 to FY2027.
Aerospace and defense segments expected to grow 45-50% in the coming year.
Two-wheeler segment aiming for double-digit growth next year, supported by premiumization and tech agnostic components.
Aluminium components production is scaling up, with capacity expanding via additional presses.
New premium two-wheeler orders are driving product and capacity expansion, especially in aluminum and higher CC crankshafts.
Export-oriented tech agnostic components currently over 50%, with margins expected to improve.
Operating leverage to improve margins as utilization rates increase, especially in domestic two-wheeler operations.
Overall, a healthy growth trajectory is anticipated, supported by diversification and capacity additions.

Margin guidance

Category 3

Sansera Engineering expects to grow at double the industry growth rate, with industry projected around 7.5-8%.
Aerospace and defense segment anticipates 45-50% growth next year with peak annual revenues around FY2027.
By FY2027, full maturity of current expanded order book expected, driving significant revenue increase.
Two-wheeler segment showing strong demand, with expectation of double-digit growth in coming year.
Operating leverage anticipated to improve domestic margins by about 0.5% over next 1-1.5 years.
Consolidated EBITDA margin expected around 18% minus impact from Swedish operations which are currently depressed.
New product contributions will comprise roughly 50-55% of growth over the next 5 years.
Revenue capacity from current facilities could reach approx. 900 Crores per quarter at 85% utilization.
Management expects continued expansion in margins and profits as order book matures and new capacities come online, especially by FY2027.

See what Sansera Enginee. management said on margin guidance — free account, 30 seconds.

Fundraise plans

- There is no explicit mention of any ongoing or planned new fundraising through debt or equity in the provided transcript. - The company’s net debt stood at approximately Rs.6196 million as of the latest update. - Finance costs in the recent quarter were stable and comparable to the previous quarter, indicating no significant new debt increases recently. - Conversations around capacity expansion and capex are noted, but no mention of corresponding debt or equity financing plans. - Management discusses strong order books and growth but does not indicate fundraising intentions in the near term. - Discussions with customers revolve around business development and margin improvements rather than capital raising. Overall, based on the transcript content on pages 1-18 of the presentation, there is no clear indication of current or future fundraising plans through debt or equity.

Order book

Yes

Current order book pending execution is about ₹250 Crores (Page 12).
Total tech-agnostic order book stands at around ₹361 Crores (Page 12).
Aerospace and defense order book is approximately ₹350-360 Crores combining old and new orders (Page 13).
Order book maturity and full execution expected by FY2027 (Pages 6, 13).
Around 90% of the current order book is expected to mature by FY2027 (Page 8).
No replacement business included; only new business orders are accounted for (Page 15).
Existing capacity can generate approximately ₹900 Crores revenue per quarter at 85% utilization (Page 15).
Growth in order book driven by auto ICE, non-auto, xEV, and tech-agnostic segments with varied traction (Page 6).
Expansion in aluminum forging with confirmed orders requiring addition of presses for increased capacity (Page 12).

See what Sansera Enginee. management said on order book — free account, 30 seconds.

Capex plans

Yes

Construction of a new machining facility at existing Plant 11 has been completed and commissioning of machining lines has started. This facility will cater primarily to machining of aluminium forged components, bigger connecting rods for agriculture, construction equipment, and heavier engines.
New forging plant construction at Bidadi facility has commenced, with expected completion by the end of Q2 FY2025. It will house a 4,000 ton press crucial for light weighting and aluminium components production.
Current order book requires expansion of aluminium forging capacity: working with four presses now with two more being added (1,600 and 1,350 ton presses) and plans for adding another three presses as per confirmed orders.
Capital expenditure expected to continue focusing on tech agnostic components including aluminium forging, machining, anodizing lines, special process requirements, and capacities for larger components in automotive and non-automotive sectors.
Strategic conversations ongoing with customers for optimizing production, including possible shift of some volumes from Sweden to India to offset costs.

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