Sansera Engineering Ltd
Sansera Engineering Ltd
Consumer DiscretionaryKey Fundamentals
SmallcapAuto ComponentsAutomobilesInsights
BetaAI-extracted from concalls & annual reports · figures as reported, with sources
Log in to view Sansera Engineering Ltd insights
43 extracted metrics + investor summaries across FY16–FY26.
Tapetide Score
Data-driven rating, 0–100. How it works →
Technical Indicators
Key Insights
Strengths
1- Company has delivered good profit growth of 26.0% CAGR over last 5 years
Weaknesses
3- Stock is trading at 8.15 times its book value
- Promoter holding has decreased over last quarter: -0.89%
- Company has a low return on equity of 11.3% over last 3 years.
Growth Rate
AI Analysis — Bull vs Bear
Sansera Engineering is a precision-engineered components maker trading at a PE of 74.3x with a market cap of ₹22,704 Cr. The company delivered FY26 consolidated revenue of ₹34,979 million (16% YoY growth) and has achieved a 5-year profit CAGR of 26%, while its return on equity remains modest at around 11% and the stock trades at 7.9x book value.
- Strong 5-year compounded profit growth of 26% CAGR, accelerating to 61% on a TTM basis
- FY26 revenue grew 16% YoY to ₹34,979 million; Q1 FY27 revenue surged 33% YoY to ₹10,213 million, crossing ₹10,000 million quarterly revenue for the first time
- Non-Auto segment (Aerospace, Defence & Space) reached 20.8% of total revenue in Q1 FY27 with over 3x YoY growth, reducing auto-cycle dependency
- EBITDA margin expanded to 19.2-19.3% in recent quarters, up from 16.3-17.1% in the prior year, indicating operating leverage
- Debt reduced sharply from ₹726 Cr in FY24 to ₹238 Cr in FY25, bringing debt-to-equity down to approximately 0.09 from 0.53
- Compounded sales growth of 18% over 5 years and 14% over 10 years demonstrates consistent top-line expansion
- Stock price CAGR of 202% over the last 1 year and 61% over 3 years reflects strong market re-rating on diversification thesis
- Stock trades at a PE of 74.3x, significantly above auto-component sector averages, leaving little margin of safety
- Price-to-book ratio of 7.9x is elevated for a manufacturing business with 11% ROE, implying the market is pricing in significant future improvement
- 3-year average ROE of only 11% is modest and does not justify the premium valuation on current earnings power
- Promoter holding decreased by 0.89% in the last quarter, signaling potential insider dilution or selling
- FY25 standalone revenue grew only 7% YoY (₹27,187 million vs ₹25,482 million), a sharp deceleration from 20% growth in FY24
- Dividend yield of just 0.08% offers virtually no income return to shareholders at current prices
- Core auto segment (still ~79% of revenue as of recent quarters) remains exposed to cyclicality in 2-wheeler and CV demand
- 52-week price range data is unavailable but the 202% 1-year stock CAGR suggests potential mean-reversion risk if growth disappoints
This is AI-generated analysis, not financial advice. Do your own due diligence.
AI News Digest
- USD 2M US lawsuit settlement Jul 28
Sansera paid USD 2,000,000 to Metaldyne Powertrain Components Inc. to settle a civil suit in US District Court. No further material financial implications confirmed.
- CRO superannuation creates gap Jul 31
Chief Risk Officer Puttaiah Ramanagaram Suresh superannuated effective July 31, 2026, creating a leadership vacancy in the risk management function.
- Revenue guidance raised to 20% Aug 13
Sansera revised revenue growth guidance upward from mid-to-high teens to high teens to 20%, signaling improved business momentum for the engineering components manufacturer.
- Q1FY27 earnings call scheduled Aug 5
Sansera Engineering scheduled its Q1FY27 earnings call for August 13, 2026 at 10:00 AM IST to discuss operational and financial performance.
- JV reconstituted with Nichidai Jul 23
Nichidai Sansera JV reconstituted with Nichidai Corp holding 40% stake. Structural change with no immediate financial impact disclosed.
TL;DR: Sansera Engineering is showing strong business momentum with revenue growth guidance raised to potentially 20%, suggesting robust demand for its engineering components. The USD 2M lawsuit settlement removes an overhang with no further liability. Leadership transition at CRO level and JV reconstitution are manageable routine changes. The trend is improving with the upgraded revenue outlook being the key positive catalyst heading into Q1FY27 results.
Quarterly Results
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 588 | 630 | 644 | 686 | 681 | 698 | 644 | 695 | 668 | 746 | 798 | 886 | 911 |
| Expenses | 485 | 522 | 529 | 565 | 562 | 575 | 537 | 574 | 550 | 614 | 655 | 713 | 728 |
| Operating Profit | 104 | 109 | 115 | 121 | 120 | 123 | 108 | 120 | 118 | 133 | 143 | 173 | 183 |
| OPM % | 18% | 17% | 18% | 18% | 18% | 18% | 17% | 17% | 18% | 18% | 18% | 20% | 20% |
| Other Income | 0 | 1 | 1 | 0 | 0 | 4 | 6 | 10 | 12 | 12 | -5 | 20 | -4 |
| Interest | 15 | 16 | 16 | 18 | 17 | 20 | 15 | 8 | 6 | 5 | 5 | 7 | 8 |
| Depreciation | 30 | 32 | 33 | 35 | 35 | 38 | 39 | 42 | 42 | 45 | 46 | 49 | 55 |
| PBT | 59 | 61 | 68 | 68 | 68 | 69 | 60 | 80 | 81 | 95 | 86 | 137 | 116 |
| Tax % | 26% | 25% | 26% | 26% | 26% | 26% | 25% | 26% | 26% | 26% | 27% | 24% | 25% |
| Net Profit | 44 | 46 | 50 | 50 | 50 | 51 | 45 | 60 | 60 | 70 | 64 | 104 | 87 |
| EPS in Rs | 8.24 | 8.56 | 9.36 | 9.36 | 9.31 | 9.43 | 7.28 | 9.63 | 9.74 | 11.33 | 10.21 | 16.68 | 13.89 |
Profit & Loss
| Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 836 | 1,039 | 1,172 | 1,374 | 1,262 | 1,351 | 1,745 | 2,099 | 2,548 | 2,719 | 3,098 | 3,341 |
| Expenses | 694 | 876 | 936 | 1,105 | 1,057 | 1,104 | 1,441 | 1,739 | 2,098 | 2,246 | 2,532 | 2,710 |
| Operating Profit | 142 | 164 | 236 | 269 | 205 | 247 | 304 | 360 | 450 | 473 | 566 | 632 |
| OPM % | 17% | 16% | 20% | 20% | 16% | 18% | 17% | 17% | 18% | 17% | 18% | 19% |
| Other Income | 12 | 6 | 13 | 17 | 18 | 17 | 17 | 10 | 2 | 20 | 39 | 23 |
| Interest | 29 | 30 | 40 | 46 | 51 | 43 | 46 | 53 | 66 | 61 | 24 | 25 |
| Depreciation | 31 | 44 | 54 | 62 | 81 | 88 | 103 | 114 | 130 | 154 | 182 | 195 |
| PBT | 94 | 96 | 155 | 178 | 90 | 132 | 172 | 203 | 256 | 278 | 399 | 435 |
| Tax % | 24% | 33% | 34% | 37% | 9% | 26% | 25% | 26% | 26% | 26% | 25% | — |
| Net Profit | 72 | 64 | 103 | 112 | 82 | 98 | 128 | 150 | 190 | 206 | 298 | 324 |
| EPS in Rs | 11,091 | 9,845 | 15,903 | 23.9 | 17.51 | 20.85 | 24.57 | 28.38 | 35.43 | 33.26 | 47.84 | 52.11 |
| Div. Payout % | 0% | 0% | 0% | 0% | 0% | 0% | 8% | 9% | 8% | 10% | 8% | — |
Balance Sheet
| Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 0.65 | 0.65 | 0.65 | 9 | 9 | 9 | 10 | 11 | 11 | 12 | 12 |
| Reserves | 431 | 485 | 589 | 692 | 771 | 878 | 1,023 | 1,172 | 1,355 | 2,745 | 3,049 |
| Borrowings | 300 | 373 | 508 | 557 | 607 | 503 | 603 | 655 | 726 | 238 | 370 |
| Other Liabilities | 119 | 184 | 226 | 330 | 307 | 339 | 376 | 406 | 477 | 476 | 704 |
| Total Liabilities | 851 | 1,043 | 1,324 | 1,589 | 1,695 | 1,730 | 2,012 | 2,243 | 2,569 | 3,471 | 4,136 |
| Fixed Assets | 367 | 550 | 608 | 827 | 898 | 954 | 1,060 | 1,210 | 1,388 | 1,729 | 2,023 |
| CWIP | 32 | 32 | 91 | 48 | 67 | 54 | 108 | 65 | 77 | 158 | 141 |
| Investments | 21 | 21 | 82 | 109 | 116 | 100 | 99 | 99 | 128 | 158 | 195 |
| Other Assets | 431 | 440 | 543 | 604 | 614 | 621 | 745 | 870 | 975 | 1,425 | 1,776 |
| Total Assets | 851 | 1,043 | 1,324 | 1,589 | 1,695 | 1,730 | 2,012 | 2,243 | 2,569 | 3,471 | 4,136 |
Cash Flow
| Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating | — | — | — | — | — | 220 | 186 | 231 | 358 | 321 | 320 |
| Investing | — | — | — | — | — | -114 | -216 | -220 | -343 | -922 | -372 |
| Financing | — | — | — | — | — | -153 | 45 | -3 | -5 | 599 | 99 |
| Net Cash Flow | — | — | — | — | — | -47 | 16 | 8 | 10 | -2 | 48 |
| Free Cash Flow | — | — | — | — | — | 95 | -53 | 8 | 43 | -223 | -144 |
| CFO/OP | — | — | — | — | — | 102 | 75 | 79 | 93 | 81 | 73 |
Ratios
| Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Debtor Days | 68 | 69 | 75 | 66 | 71 | 79 | 81 | 71 | 62 | 56 | 70 |
| Inventory Days | 108 | 113 | 131 | 126 | 134 | 127 | 113 | 131 | 122 | 145 | 170 |
| Days Payable | 70 | 74 | 81 | 79 | 97 | 113 | 105 | 95 | 101 | 95 | 132 |
| Cash Conversion Cycle | 107 | 108 | 125 | 113 | 108 | 93 | 89 | 107 | 83 | 106 | 108 |
| Working Capital Days | 93 | 75 | 102 | 88 | -31 | 4 | 14 | 16 | 1 | 70 | 58 |
| ROCE % | — | 16% | 20% | 19% | 11% | 13% | 14% | 15% | 16% | 13% | 14% |
Documents
Frequently Asked Questions about Sansera Engineering Ltd
What does Sansera Engineering Ltd do?
Where is Sansera Engineering Ltd (SANSERA) listed?
Which sector does Sansera Engineering Ltd belong to?
What is the market capitalisation of Sansera Engineering Ltd?
What is the PE ratio of Sansera Engineering Ltd?
What is the 52-week high and low of Sansera Engineering Ltd?
Does Sansera Engineering Ltd pay dividends?
What is the Return on Equity (ROE) of Sansera Engineering Ltd?
How can I research Sansera Engineering Ltd on Tapetide?
Company Information
Sansera Engineering Ltd is an engineering-led manufacturer of complex and critical precision engineered components across automotive and non - automotive sectors. The company manufactures and supplies a wide range of precision forged and machined components for the automotive sector and for non - automotive sector it manufactures and supplies a wide range of precision components for aerospace, off-road, agriculture, and other segments.[1]