SANSERA

Sansera Engineering share price & financials

Price
₹2,945.8
Market cap
₹24.3k Cr
Sector
Automobile and Auto Components
Calls analysed
6
Latest concall · Q1 FY27 · call held 13 Aug 2026

Sansera Engineering Limited Q1 FY27

Revenue 10,213 million +33%EBITDA 1,961 million +48%EBITDA Margin 19.2% PAT 874 million +39%

What went well

  • Consolidated revenue reached INR 10,213 million, marking a 33% year-on-year growth.
  • EBITDA margin improved by 200 basis points to 19.2% compared to 17.2% in the same quarter previous year.
  • Non-auto segment delivered its highest-ever quarterly sales of INR 1,998 million, registering an impressive 129.9% year-on-year growth.

What to watch

  • Exceptional charge of INR 169 million towards settlement of a litigation matter in the U.S. District Court.
  • Provision of INR 126 million for U.S. import duty tariff incurred in the previous year, though efforts are on for recovery.
Read the full call →

What Sansera Engineering Limited does

Sansera Engineering designs and manufactures high-precision forged and machined components, earning revenue by supplying critical parts such as connecting rods, crankshafts, rocker arms and gear shifter forks to two-wheeler, passenger-vehicle and commercial-vehicle OEMs. It has diversified beyond legacy internal-combustion-engine (ICE) auto parts into technology-agnostic and xEV components, and into non-automotive precision engineering for aerospace, defence, semiconductor-equipment, industrial-engine and agricultural/off-road applications. The company runs its own in-house machine-building and automation capability rather than relying solely on outsourced tooling, and has expanded internationally through its Sweden manufacturing operations (Sansera Sweden/Mape Sweden) alongside its India plant network.

Segments

  • Auto ICE
  • Auto Tech-Agnostic & xEV
  • Non-Auto (ADS + Non-ADS)
Integrated manufacturing units
18 (16 plants in India plus 1 facility in Sweden)
Employees
12,443, including 529 engineers
Countries served
Clients across 29 countries
India plant locations
Bengaluru & Bidadi (10), Tumkur (2), Manesar/Gurgaon (1), Pantnagar (1), Mehsana (1), Chakan/Pune (1)
Key OEM relationships
100+ clients; long-standing ties with 16 key light-vehicle OEMs, 13 key EV OEMs, 12 medium/heavy commercial-vehicle OEMs and 23 two-wheeler OEMs
ADS (Aerospace/Defence/Semiconductor) facility area
140,000 sq ft covered area, split roughly 2/3 aerospace and 1/3 defence, plus an additional 80,000 sq ft hangar expansion underway
Founded 1981Headquarters Bengaluru, Karnataka, IndiaEmployees 12,443 (2026-03-31) Company website

Guidance record · Q1 FY27

what the last two calls moved 17 tracked 2 delivered 4 missed 11 open
  • Consolidated Revenue Growth delivered said Q4 FY25 Promised: We should be back to our high teens kind of growth this year. Q1 FY27: Promise related to FY26 performance, not tracked in FY27.
  • Overall Company Revenue revised down said Q4 FY26 Promised: we already have a visibility of closer to, as you said, about INR8,000 crores, INR8,200 crores on the order book front for the execution. We still have a couple of years where we can fulfill the order book and take the company towards INR10,000 crores. Q1 FY27: Guidance refined to INR 8,000-9,000 crores by the end of the decade, lowering the upper end from the previous INR 10,000 crores.
  • ADS Segment EBITDA Margin on track said Q2 FY26 Promised: anywhere between 25% and 30%... closer to the higher end Q1 FY27: Management reiterated the 25-30% EBITDA margin target for the ADS segment as capacity utilization improves.

All 17 tracked — every revision, and every one management stopped mentioning.

Open the guidance ledger

Quarterly results

Q1 FY27: revenue up 33.3%, net profit up 38.1% against the same quarter last year.

₹ Cr · quarterly
Line itemQ2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Revenue763 728 782 766 825 +8%908 +25%999 +28%1,021 +33%
EBITDA133 127 127 131 142 +7%162 +28%193 +52%196 +50%
Net profit52 56 59 63 71 +37%69 +23%123 +108%87 +38%
How to read this

₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.

Performance +191.8% 1Y

₹2.0k₹3.0k₹4.0kSept 25Oct 25Dec 25Jan 26Mar 26Apr 26Jun 26Jul 26Sept 26Q2 FY26 — 13 Nov 2025Q3 FY26 — 10 Feb 2026Q4 FY26 — 21 May 2026Q1 FY27 — 13 Aug 2026

1Y: ₹1,415.4 on 10 Sept 2025 → ₹4,129.9. High ₹4,135.9 (9 Sept 2026), low ₹1,372.2 (30 Sept 2025).

How the price took the results

close before → close after

Q1 FY27
−2.4%
13 Aug
Q4 FY26
+14.8%
21 May
Q3 FY26
+6.4%
10 Feb
Q2 FY26
+0.1%
13 Nov

The move from the last close before each results date to the first close after it — the market's first read on the quarter, not the quarter itself.

Financials, as filed

Revenue grew 14.3% a year over 3 years, FY23 to FY26. Operating margin widened to 18.0%.

Year endingFY23FY24FY25FY26
Revenue₹2.3k Cr₹2.8k Cr₹3.0k Cr₹3.5k Cr
Operating profit₹382 Cr₹480 Cr₹514 Cr₹628 Cr
Operating margin16.3%17.1%17.0%18.0%
Interest₹61 Cr₹78 Cr₹70 Cr₹37 Cr
Depreciation₹131 Cr₹150 Cr₹174 Cr₹206 Cr
Net profit₹148 Cr₹187 Cr₹217 Cr₹326 Cr
Net margin6.3%6.7%7.2%9.3%
Cash from operations₹256 Cr₹374 Cr₹377 Cr₹387 Cr
Free cash flow₹14 Cr₹36 Cr₹-219 Cr₹-123 Cr
ROCE14.0%16.0%13.0%14.0%
How to read this

From the company's own filings. Margins are computed from the filed sums; a year with an incomplete quarter is left blank rather than estimated.

Balance sheet

Year endingFY21FY22FY23FY24FY25FY26
Equity capital₹9 Cr₹10 Cr₹11 Cr₹11 Cr₹12 Cr₹12 Cr
Reserves₹869 Cr₹1.0k Cr₹1.2k Cr₹1.3k Cr₹2.9k Cr₹3.1k Cr
Borrowings₹640 Cr₹746 Cr₹804 Cr₹891 Cr₹439 Cr₹591 Cr
Other liabilities₹412 Cr₹451 Cr₹491 Cr₹555 Cr₹659 Cr₹816 Cr
Total liabilities₹1.9k Cr₹2.2k Cr₹2.5k Cr₹2.8k Cr₹4.0k Cr₹4.5k Cr
Fixed assets₹1.1k Cr₹1.2k Cr₹1.4k Cr₹1.6k Cr₹2.1k Cr₹2.3k Cr
Capital work in progress₹60 Cr₹122 Cr₹76 Cr₹84 Cr₹132 Cr₹220 Cr
Investments₹4 Cr₹11 Cr₹11 Cr₹41 Cr₹72 Cr₹90 Cr
Other assets₹739 Cr₹848 Cr₹982 Cr₹1.1k Cr₹1.6k Cr₹1.9k Cr
Total assets₹1.9k Cr₹2.2k Cr₹2.5k Cr₹2.8k Cr₹4.0k Cr₹4.5k Cr
How to read this

As filed each year. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.

Who owns it

As disclosed at Jun 2026

Since Jun 2025, DIIs trimmed −5.84 pp while the public added +5.00 pp. The shareholder count grew 32% to 1,04,350.

Promoters
29.2%
FIIs
21.5%
DIIs
31.0%
Government
0.1%
Public
18.2%

Since Jun 2025

  • DIIs −5.84 pp
  • Public +5.00 pp
  • FIIs +1.99 pp

How it drifted, 12 quarters

Over this window the public went from 10.7% to 18.2% — +7.5 pp.

Sep '23Dec '24Jun '26

Ownership split by quarter, oldest first. Sep '23: Promoters 35.2%, FIIs 29.0%, DIIs 25.1%, Public 10.7%.Dec '23: Promoters 35.0%, FIIs 22.7%, DIIs 28.2%, Government 0.0%, Public 14.0%.Mar '24: Promoters 35.0%, FIIs 22.1%, DIIs 28.6%, Government 0.1%, Public 14.2%.Jun '24: Promoters 34.8%, FIIs 15.6%, DIIs 34.7%, Government 0.1%, Public 14.9%.Sep '24: Promoters 34.8%, FIIs 19.5%, DIIs 32.5%, Government 0.1%, Public 13.2%.Dec '24: Promoters 30.3%, FIIs 20.5%, DIIs 37.5%, Government 0.1%, Public 11.6%.Mar '25: Promoters 30.4%, FIIs 20.1%, DIIs 37.0%, Government 0.1%, Public 12.5%.Jun '25: Promoters 30.3%, FIIs 19.5%, DIIs 36.9%, Government 0.1%, Public 13.2%.Sep '25: Promoters 30.2%, FIIs 19.6%, DIIs 37.0%, Government 0.1%, Public 13.1%.Dec '25: Promoters 30.2%, FIIs 19.4%, DIIs 36.3%, Government 0.1%, Public 14.1%.Mar '26: Promoters 30.1%, FIIs 18.8%, DIIs 35.4%, Government 0.1%, Public 15.7%.Jun '26: Promoters 29.2%, FIIs 21.5%, DIIs 31.0%, Government 0.1%, Public 18.2%.

Who was buying across the market this quarter →

Who bought this quarter

since Mar 2026

Disclosed holders that added to a position or appeared on the register for the first time, biggest addition first.

The same filing shows 10 holders trimming and 2 off the list — both are in the register beside this.

Who is on the register

Named in the Jun 2026 filing

Every holder of Sansera Engineering Limited above SEBI's 1% disclosure line, and what changed since Mar 2026.

HolderStakeChange
Sekhar Vasan 16.45%unchanged
Axis Mutual Fund Trustee Limited A/C Axis Mutual Fund A/C Axis Small Cap Fund Mutual fund4.90%+0.57 pp
Kotak Funds - India Midcap Fund Global fund house4.81%−0.15 pp
Kotak Small Cap Fund Mutual fund4.56%−1.04 pp
Unni Kothenath Rajagopal 4.32%−0.25 pp
Fatheraj Singhvi 4.15%−0.31 pp
SBI Small Cap Fund Mutual fund3.67%−0.61 pp
DSP Small Cap Fund Mutual fund3.14%−2.55 pp
SBI Life Insurance Co. Ltd Insurer2.93%−0.32 pp
Nippon Life India Trustee Ltd-A/C Nippon India Small Cap Fund Mutual fund2.84%unchanged
Pioneer Investment Fund Scheme Ii AIF2.48%unchanged
Border To Coast Emerging Markets Equity Fund, A Sub Fund Of Border To Coast Authorised Contractual Scheme FPI fund1.73%unchanged

A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.

Mutual funds in SANSERA

Filings to Aug 2026

0 new, 0 added, 1 trimmed, 0 sold out — net −0.89 L shares (−2.8%).

Held by funds
₹1.2k Cr
3 schemes
Biggest holder
SBI Smallcap Fund
₹711 Cr · 1.7% of that fund
SchemeHoldingLast month
SBI Smallcap Fund SBI Mutual Fund₹711 Crheld
Nippon India Small Cap Fund Nippon India Mutual Fund₹338 Cr−0.89 L
SBI Automotive Opportunities Fund SBI Mutual Fund₹201 Crheld

HDFC, Nippon India and SBI schemes, from their monthly disclosures. Changes are counted in shares, so a price move never looks like buying or selling.

Mutual funds Aug 2026

0 added, 1 trimmed — net −89,109 shares (−2.8%)

Funds are sitting on
+97%
vs est. average cost
Held by funds
₹1.2k Cr
3 schemes · ≈ 3.8% of the company
Biggest holder
SBI Smallcap Fund
₹711 Cr · 1.7% of that fund
Longest holder
SBI Automotive Opportunities Fund
2y 3m · since Jun '24

Shares held by these funds +540%

Jun '24 31.99 L shares Jul '26

What the price assumes

Growth trap

To justify its price of ₹4130, this stock must grow earnings at 39% every year for 7 years. Our analysis caps realistic growth at ~23%. At that growth it is worth ₹1878 — downside of 55%.

Growth the price implies
39.5% a year
for 7 years, fading to 4%
It has actually compounded at
23.2% a year
net profit, FY23–FY26
The gap
0.2 pp
-55% downside if it only repeats history
Price today ₹4,129.9 Value at the reference growth ₹1,878.37

Change the assumptions yourself →

All earnings calls (6)

Read the Q1 FY27 call →

Learn to analyse Sansera Engineering Limited

Guides on how to read this kind of business and the numbers that matter.