Sansera Engineering Limited (SANSERA)
Micro CapAuto stocks · Micro cap · NSE
Sansera Engineering Ltd. is a manufacturer of high-end precision engineered components across multiple automotive and non-automotive sectors. With 4 decades of expertise, it serves over 100 clients in 29 countries, focusing on diversifying into emerging segments like xEV, Tech-Agnostic, and Aerospace & Defense.
One read, four checks
75+ is strong, 60-74 is usable, 45-59 is mixed, and below 45 needs caution. These are research lenses, not buy/sell instructions.
Weak fundamentals, management trust is supportive, price trend is neutral, and recent execution is consistent.
Fundamental lens: valuation, quality, growth, balance sheet, and cash flow.
low confidence · 0/0 claims checked
Timing lens: price trend and sector relative strength.
Rolling lens: recent quarterly delivery, not the latest single-result score.
Quarter ended 30 Jun 2026
Excellent · 75/100Rev +33% YoY · PAT +38% YoY · margin expansion
| Metric | This quarter | YoY | QoQ |
|---|---|---|---|
| Revenue | ₹1,021 Cr | +33.3% | +2.2% |
| EBITDA | ₹196 Cr | +49.6% | +1.6% |
| Operating margin | 19.0% | +200 bps | +0 bps |
| PAT | ₹87 Cr | +38.1% | -29.3% |
| PAT margin | 8.5% | +30 bps | -379 bps |
NDF means not disclosed in the current structured filing feed. It is intentionally not treated as zero.
Business & thesis
Growth engines, tailwinds/headwinds, and risk radar from management commentary
Business & thesis
Growth engines, tailwinds/headwinds, and risk radar from management commentary
Where growth can come from, and what can break the case
Sansera Engineering reported highest-ever annual performance in FY26 with revenues of INR 34,979 Mn (16% YoY), EBITDA of INR 6,321 Mn (23% YoY) at 18.1% margin, and PAT of INR 3,269 Mn (51% YoY) at 9.3% margin. Q4FY26 also saw record revenues of INR 9,987 Mn (28% YoY) with 19.3% EBITDA and 12.3% PAT margins.
Sansera delivered record annual and quarterly performance, driven by strong growth in international business, Non-Auto (ADS), and Auto-Tech Agnostic/xEV segments. Strategic capacity additions and a new JV position the company for continued diversification and growth, despite global uncertainties.
ADS Segment Expansion
The ADS business achieved 155% YoY growth in FY26, with a significant unexecuted order backlog of INR 44,638 Mn, supported by new customer wins and semiconductor opportunities.
Auto-Tech Agnostic & xEV Growth
This segment delivered its highest-ever quarterly revenue with 19.8% YoY growth, strategically positioned to capitalize on evolving EV needs and advanced components.
International Business Momentum
International business registered its highest ever quarterly topline in Q4FY26 with 47.4% YoY growth, driven by exports to other countries (doubled) and USA (25.9% YoY).
Domestic Auto OEM Capex
Large-scale capex planned by Domestic OEMs is expected to drive further growth in the Automotive ICE segment.
Pantnagar New Plant (Plant 16)
Inaugurated in Feb-26 for crankshaft assemblies, focusing on domestic 2W OEMs, providing critical capacity augmentation.
New ADS Facility Expansion
A new 80k sq. ft. hanger is being added within the existing campus to facilitate current orderbook execution and support ADS growth beyond FY27.
Nichidai Sansera JV
A 60:40 JV with Nichidai Corporation was signed to manufacture precision forged and machined aluminium and steel parts for advanced automotive components.
Bengaluru (Plant 2) Expansion
Addition of machined capacity with a primary focus on Auto Tech. agnostic & xEV components.
Favorable Demand Trends
Management notes favorable demand trends, global supply chain realignment, and a strengthening domestic manufacturing ecosystem expanding opportunity landscape.
Increasing Outsourcing by Global OEMs
There is an increasing trend of outsourcing for forged components amongst Global OEMs.
Rebound in Aerospace Demand
The company foresees tremendous growth potential in the ADS segment, supported by a rebound in aerospace demand.
Rising Semiconductor Opportunities
New customer wins and rising opportunities in semiconductor equipment manufacturing are expected to fuel ADS growth.
Global Tariff Disruptions
Management cited navigating a macro environment marked by global tariff disruptions.
Geopolitical Volatility
Management mentioned navigating a macro environment marked by geopolitical volatility.
Export Headwinds in Select Segments
Management noted export headwinds in select segments.
Global Uncertainties Impacting Order Inflows
Limited order inflows from international customers due to global uncertainties were noted, impacting the overall order book.
Macroeconomic Environment Volatility
The company operates in a macro environment marked by global tariff disruptions, geopolitical volatility, and export headwinds in select segments.
Management accountability
What management said, and what results must prove
Management accountability
What management said, and what results must prove
What management said, and what results must prove
Issuer guidance and extracted claims are tracked against later reported outcomes. Treat these as management statements, not IndiaPulse forecasts.
The presentation provides both Q4FY26 (quarterly) and FY26 (annual) results. Quarterly comparison is useful for assessing recent momentum and segment-specific growth, while annual comparison provides a broader view of the company's overall performance and margin expansion over the full fiscal year.
Revenue Growth (FY26 YoY)
Total revenue grew 16% YoY to INR 34,979 Mn. Q4FY26 India Business grew 18.5% YoY, International Business grew 47.4% YoY.
EBITDA Margin (FY26)
EBITDA margin improved to 18.1% in FY26 from 17.1% in FY25. Q4FY26 EBITDA margin was 19.3%.
PAT Margin (FY26)
PAT margin improved to 9.3% in FY26 from 7.2% in FY25. Q4FY26 PAT margin was 12.3%.
ADS Business Topline (FY26 YoY)
ADS business achieved a topline of INR 3,155 Mn, representing 155% YoY growth. Q4FY26 ADS sales were INR 1,097 Mn.
FY26 as an Inflection Point
Mr. B R Preetham, Executive Director & CEO, stated that FY26 has been a landmark year and an inflection point in the company's journey.
Diversification Strategy Success
Management highlighted that FY26 was the year the diversification strategy truly came into play, with ADS revenues growing in line with guidance.
Structural Tailwinds Intact
Management believes the structural tailwinds underpinning the business are intact and compelling, supported by a well-capitalized balance sheet and strong orderbook.
FY27 ADS Revenue Guidance
The company has provided an ADS revenue guidance of INR 5,500 – 6,000 Mn for FY27.
Numbers and claims to verify in the next filings
| Checkpoint | Current evidence | What to verify next |
|---|---|---|
| ADS Revenue Growth | INR 3,155 Mn (FY26) | Achieving FY27 guidance of INR 5,500-6,000 Mn. |
| New Business Orderbook Conversion | INR 19,194 Mn (as of Mar-26) | Realization of peak annual revenue from this orderbook within the next 3 years. |
| International Business Momentum | Q4FY26 growth of 47.4% YoY | Continued strong growth, particularly in the Semiconductor business and Non-Auto exports. |
| Nichidai Sansera JV Performance | JV signed in FY26 | Successful expansion of product portfolio and access to new customer segments as planned. |
Verification checkpoints are IndiaPulse research interpretation, not investment advice.
Trend score and candlestick chart
52NeutralSMA20 +15.1% / mo · MACD − · near 52W high · sector -3.3pp vs Nifty (3M)
Technical chart
SANSERAdaily · 1Y · AUTO+69.3%Daily technical trend read
Mixed signalsSignals are conflicting — long-term uptrend intact. RSI 53. Wait for confirmation.
- Price above SMA200 (long-term uptrend) but mid-term MAs not aligned.
- SMA20 rising (~13.1% over last month) — short-term momentum positive.
- RSI(14) at 53 — falling, no extreme reading.
- MACD below signal, histogram expanding negatively — bearish momentum building.
- 7% off 52W high · 177% above 52W low.
Mechanical read from the price + indicator series above. Not a recommendation — technical setups can reverse without warning, especially around earnings and macro events.
Valuation & score drivers
U-Score 34 · WATCHLIST · pillar breakdown, sector model, fair-value anchor
Valuation & score drivers
U-Score 34 · WATCHLIST · pillar breakdown, sector model, fair-value anchor
Fundamental score breakdown
WATCHLISTWhy this score?
Top U-Score contributors and drags from the latest stored fundamentals.
Positive drivers
- Piotroski is strong at 8/9.
- Growth contributes 17/25 to the score.
- Balance sheet contributes 7/15 to the score.
Main drags
- Penalty bucket subtracts 1 points.
- Fair-value margin of safety is negative at -70.1%.
- Valuation is weaker at 0/30; verify the latest quarterly trend.
Execution business valuation: EV/EBITDA plus order and working-capital risk
Capital-intensive execution stories need cash-flow and balance-sheet checks alongside valuation.
Stored run vs live recompute
This shows the stored score trend when snapshots exist, and also compares the latest stored nightly score with a live recompute from current fundamentals and price.
Score history
12 stored score snapshots. Latest stored move: +0 points.
Factor attribution
Modelled fair value
Trust score
Does management behaviour match later outcomes? Claim delivery, forensic breakdown, evidence depth
Trust score
Does management behaviour match later outcomes? Claim delivery, forensic breakdown, evidence depth
Trust asks: does management behaviour match later outcomes? Higher is better, but confidence and evidence depth matter as much as the number.
Healthy Trust: Claim history is still being built. It ranks around the 81st percentile of the scored universe and 62nd percentile within Auto. No major sub-score weakness stands out.
High Trust Lite: Promoter pledge is zero. Key concern: Promoter holding fell 1%.
Generally investable credibility. Look for weak sub-scores before increasing position size.
overall median 67 · Auto: 62nd pctile, median 74 · Micro: 66th pctile, median 73
85 documents have extracted text, but claim history is not strong enough yet.
0 claims extracted · No contradicted claim yet
How to read this Trust Score
Healthy Trust · low confidenceRead Trust alongside U-Score, result consistency, and technical trend. A cheap stock with weak Trust needs a larger margin of safety; a high Trust score does not make an expensive stock attractive by itself.
Forensic breakdown
Read low sub-scores as due-diligence warnings, not automatic sell signals.
Trust positives
- ▸Promoter pledge is zero.
- ▸4 years of positive FCF.
- ▸4/4 latest quarters had positive YoY revenue growth.
- ▸4/4 latest quarters had positive YoY PAT growth.
Trust risks
- ▸Promoter holding fell 1%.
Trust Lite uses financial behaviour only. Prefer claim-tested Trust when enough concall claims have later outcomes.
Financials
Full fundamentals table and 10-year revenue / profit / ROE history
Financials
Full fundamentals table and 10-year revenue / profit / ROE history
Fundamentals
Valuation
- P/E
- 63.40
- P/B
- 7.64
- EV/EBITDA
- 26.50
- Market Cap
- 23605.00Cr
Profitability
- ROE
- 11.50%
- ROCE
- 14.10%
- ROA
- 7.81%
- Dividend Y
- 0.11%
Growth (CAGR)
- Revenue 5Y
- 18.00%
- EPS 5Y
- 26.00%
- Revenue 3Y
- 14.00%
- EPS 3Y
- 32.00%
Balance Sheet
- Debt/Equity
- 0.19
- Interest Coverage
- 17.77×
- Altman Z
- 8.55
- Book Value
- 495.00
Cash Flow
- FCF Yield
- —
- FCF Positive Y
- 4/5
- OCF
- 387.00 Cr
- EPS TTM
- 55.94
Shareholding
- Promoter Hold
- 29.21%
- Promoter Pledge
- 0.00%
- Momentum 52W
- 89%
Financial History
Updated 5/9/2026
Revenue
₹ CrNet Profit
₹ CrReturn on Equity
%Peers
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Peers
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Peers
Business-comparable peers in Auto — ranked by industry, sub-sector, theme-tag overlap, market cap, and U-Score similarity. Green cells mark the best available peer metric in this table.