Any current/future new fundraising through debt or equity?

No immediate new investments or fundraising are planned this year as per the management's statement ("I don't see any kind of investment that they will require"). The company has the option to increase its stake in MMRFIC from 20% to 51% over the next couple of years, with fund infusion happening as and when that company requires capital. Current CAPEX for FY25 is about ₹400 crore, primarily funded through operating cash flows with marginal increase in debt if needed. The company is maintaining a comfortable net debt-to-equity ratio (0.54 in FY24), with expectations of marginal improvement due

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

For FY25, Sansera plans approximately ₹400 crore CAPEX, primarily for new capabilities including: - Addition of 4000-tonne, 2500-tonne, and 1600-tonne forging presses. - Expansion of capacities for higher category engine components, aluminum forged components for premium, EV, and hybrid vehicles. - Investment in lightweight and tech-agnostic components. New forge shop facility under construction for larger presses. Investment in automation at Sweden facility (~₹15-16 crore) to improve manufacturing feasibility. About 40% of CAPEX targets auto ICE; around 40% targets tech agnostic, EV, an

Future growth expectations in sales/revenue/volumes?

The company expects strong revenue growth close to 40%-50% for the current year driven by aerospace and defense expansion (Page 7). Non-auto and tech agnostic segments are projected to grow about 40% in FY25, with xEV expected to grow by approximately 100% (Page 16). The aerospace segment is expected to fully utilize a new facility by FY27, targeting revenues of Rs. 350-400 crores (Pages 7 & 5). Auto ICE business is expected to continue growing at ~18%, while tech agnostic, xEV, and non-auto segments are growing faster at 34% (Page 6). Total revenue potential at peak utilization of ins

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

Sansera Engineering expects at least 10% additional growth over industry growth in the coming years. Non-auto and tech-agnostic segments are projected to grow approximately 40% in FY25. xEV segment is expected to grow around 100% in FY25. Aerospace segment anticipates growth of 40-50% next year. EBITDA margins expected to be around 10%-11% with improvements post-automation in FY26. Company aims for operating leverage and margin improvement over FY25-26, targeting EBITDA margin of 10%-11%. Cash flow and improving debt-to-equity ratio support sustainable growth and margin expansion. Vision to ac

Current/ Expected Orderbook/ Pending Orders?

As of March 2024, the new business order book's annual peak revenue stands at approximately Rs. 15.9 billion after the annual reset. The order book mix aligns with the company's long-term business vision. The company is experiencing strong order inflows, particularly from marquee customers like Ford Motor Company (approx. Rs. 75 crore order in Q4) and expansions with existing clients like Tata Motors and Triumph Aerospace. There is a good momentum in North American and Latin American markets, aided by external market factors. Production ramps and new orders are in place, with expectati

Sansera Enginee.Q4 FY24Auto Components

Sansera Enginee. Q4 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 3

Margin

Category 3

Fundraise

Yes

Order

Yes

Capex

Yes

3 of 5 growth signals are positive.

Full analysis

Revenue guidance

Category 3

The company expects strong revenue growth close to 40%-50% for the current year driven by aerospace and defense expansion (Page 7).
Non-auto and tech agnostic segments are projected to grow about 40% in FY25, with xEV expected to grow by approximately 100% (Page 16).
The aerospace segment is expected to fully utilize a new facility by FY27, targeting revenues of Rs. 350-400 crores (Pages 7 & 5).
Auto ICE business is expected to continue growing at ~18%, while tech agnostic, xEV, and non-auto segments are growing faster at 34% (Page 6).
Total revenue potential at peak utilization of installed capacities is estimated at Rs. 900 crores per quarter (Page 15).
Long-term vision aims for 60% business from auto ICE (commercial vehicles, motorcycles, passenger vehicles) and 40% from non-automotive xEV and tech agnostic components (Page 17).
The company anticipates delivering at least 10% growth above industry rates in coming years (Page 17).

Margin guidance

Category 3

Sansera Engineering expects at least 10% additional growth over industry growth in the coming years.
Non-auto and tech-agnostic segments are projected to grow approximately 40% in FY25.
xEV segment is expected to grow around 100% in FY25.
Aerospace segment anticipates growth of 40-50% next year.
EBITDA margins expected to be around 10%-11% with improvements post-automation in FY26.
Company aims for operating leverage and margin improvement over FY25-26, targeting EBITDA margin of 10%-11%.
Cash flow and improving debt-to-equity ratio support sustainable growth and margin expansion.
Vision to achieve 40% revenue from xEV and non-auto/tech agnostic components in the long term.
Peak revenue potential estimated at about Rs. 900 crores per quarter at 80%-85% utilization.

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

Fundraise plans

Yes

No immediate new investments or fundraising are planned this year as per the management's statement ("I don't see any kind of investment that they will require").
The company has the option to increase its stake in MMRFIC from 20% to 51% over the next couple of years, with fund infusion happening as and when that company requires capital.
Current CAPEX for FY25 is about ₹400 crore, primarily funded through operating cash flows with marginal increase in debt if needed.
The company is maintaining a comfortable net debt-to-equity ratio (0.54 in FY24), with expectations of marginal improvement due to strong operating cash generation.
No active scouting for inorganic opportunities or fundraising at the moment, but open to good opportunities if they arise.

Order book

Yes

As of March 2024, the new business order book's annual peak revenue stands at approximately Rs. 15.9 billion after the annual reset.
The order book mix aligns with the company's long-term business vision.
The company is experiencing strong order inflows, particularly from marquee customers like Ford Motor Company (approx. Rs. 75 crore order in Q4) and expansions with existing clients like Tata Motors and Triumph Aerospace.
There is a good momentum in North American and Latin American markets, aided by external market factors.
Production ramps and new orders are in place, with expectations to cross Rs. 100 crore revenue with a North American EV customer in the current year.
The company expects order wins and growth in aerospace and xEV segments, contributing to future order book strength, with peak output anticipated by FY26-FY27.

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

Capex plans

Yes

For FY25, Sansera plans approximately ₹400 crore CAPEX, primarily for new capabilities including:
- Addition of 4000-tonne, 2500-tonne, and 1600-tonne forging presses.
- Expansion of capacities for higher category engine components, aluminum forged components for premium, EV, and hybrid vehicles.
- Investment in lightweight and tech-agnostic components.
New forge shop facility under construction for larger presses.
Investment in automation at Sweden facility (~₹15-16 crore) to improve manufacturing feasibility.
About 40% of CAPEX targets auto ICE; around 40% targets tech agnostic, EV, and non-auto segments; 15% goes to two-wheelers.
MMRFIC investment: holds 20% stake with rights to increase up to 51% over the next couple of years depending on capital requirements; valuation is predetermined and capped.
Open to inorganic opportunities but no active scouting currently.
Renewable energy project investments to improve manufacturing efficiency and reduce costs.

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Sansera Enginee. Q4 FY24 Earnings Call Analysis

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