Sansera Engineering
Sansera Engineering
AutomobilesKey Fundamentals
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Key Insights
Strengths
1- Company has delivered good profit growth of 26.0% CAGR over last 5 years
Weaknesses
3- Stock is trading at 8.71 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-components maker for the auto and non-auto sectors with a market cap of about ₹29,417 crore. TTM sales grew 24% and TTM profit grew 61%, and Q1 FY27 revenue reached ₹1,021 crore, up 33.3% YoY. The stock has returned 225% over one year and now trades at 81.7x earnings and 9.3x book, while its return on equity has stayed around 11-12% over 3, 5 and 10 years.
- Profit has grown quickly over several periods: 26% CAGR over 5 years, 27% over 3 years and 61% on a TTM basis. Profit is growing faster than sales, which points to operating leverage.
- Revenue growth is speeding up. TTM sales growth of 24% is well above the 3-year sales CAGR of 14%. Q1 FY27 revenue of ₹1,021.3 crore was up 33.3% YoY and 2.3% QoQ.
- Diversification away from auto is moving fast. Non-auto sales hit a record ₹199.8 crore in Q1 FY27, up 129.9% YoY, and now make up 20.8% of total sales.
- The Aerospace, Defence and Semiconductor (ADS) business is scaling up. ADS product sales reached about ₹315.5 crore, up 155% YoY, according to the Q4 FY26 disclosures. Management says ADS grew more than 3x YoY in Q1 FY27.
- Q4 FY26 revenue of ₹998.7 crore was a record quarter, up 27.8% YoY and 10% QoQ. It came in about 9% above one brokerage's estimate of ₹915 crore.
- Management cites a strong order book and ongoing capacity expansion as support for future growth, alongside sequential revenue gains across Q2 FY26 (₹825 crore), Q3 FY26 (₹908 crore), Q4 FY26 (₹999 crore) and Q1 FY27 (₹1,021 crore).
- The stock has compounded at 70% a year over 3 years and 41% a year over 5 years, which shows sustained market recognition of the business's growth.
- The valuation is demanding. A P/E of 81.7 implies an earnings yield of about 1.2%. Against the 3-year profit CAGR of 27%, the PEG ratio is roughly 3x, which leaves little room if execution slips.
- The stock trades at 9.3-9.5x book value while ROE is only about 11%. That combination implies the market expects returns on capital to rise well above what the company has historically delivered.
- Returns on capital have not improved over time. ROE was 11% last year, 11% over 3 years and 12% over both 5 and 10 years, even as sales and profit grew.
- The share price has run ahead of earnings. The 225% one-year return is far above TTM profit growth of 61%, so much of the gain came from the valuation multiple expanding, which can reverse.
- Promoter holding fell by 0.89% over the last quarter. Continued dilution or stake sales could put pressure on sentiment.
- The business still depends heavily on auto. Non-auto is 20.8% of sales, so about 79% of revenue remains exposed to automotive cycles and the shift to EVs in engine-related components.
- Longer-term growth has been more modest. Sales grew at a 14% CAGR over 10 years and 3 years, compared with 18% over 5 years. The 10-year profit CAGR of 16% is well below the recent 61% TTM rate.
- Shareholder payouts are minimal, with a dividend yield of 0.09%. Returns depend almost entirely on share price appreciation.
This is AI-generated analysis, not financial advice. Do your own due diligence.
AI News Digest
- Valuation stretched after 128% rally Sep 8
The stock has gained 128% this year and over 5x since its 2021 IPO price of ₹744. Further gains will depend on earnings delivery.
- Limited consensus upside remaining Sep 8
The consensus price target implies only 8.2% upside from current levels. Of 16 analysts covering the stock, 5 rate it 'hold'.
- EV transition risk to core auto Sep 8
About 84% of revenue still comes from the auto business, which faces long-term electrification questions for ICE components. CLSA stresses that auto must keep growing alongside ADS.
- CLSA initiates Outperform, ₹4,954 target Sep 8
CLSA started coverage with a ₹4,954 target, implying 27.4% upside. It sees EPS more than doubling in three years, and the stock rose as much as 5% intraday to ₹4,094.30 on the NSE.
- Record Q1 FY27 revenue, margin expansion Sep 8
Consolidated revenue rose 33% YoY to ₹1,021.3 crore and EBITDA rose 48% to ₹196.1 crore, with margin up to 19.2% from 17.2%. PAT rose 39% to ₹87.4 crore.
- ADS segment scaling rapidly Sep 8
The ADS segment is 16% of revenue and has an unexecuted order backlog of ₹4,436.8 crore as of June 30, 2026. CLSA projects revenue rising 4.5x over FY25-FY27 and reaching ₹1,500 crore by FY29, a 65% CAGR.
- Strong non-ADS order book Sep 8
The order book for new non-ADS business stood at ₹1,849.3 crore in peak annual revenue as of June 30, 2026. This supports continued growth in auto.
- 44th AGM, ₹4 dividend approved Sep 24
The virtual AGM approved a ₹4 per share dividend for FY26 and several director reappointments.
- Goldman Sachs, Jefferies investor meetings Sep 20
The company hosted a Jefferies-organised analyst meet at its Bangalore plant on September 15 and a Goldman Sachs group meeting on September 24, 2026. Both covered publicly available information only.
- Trading window closed before Q2FY27 Sep 21
The trading window closes from October 1, 2026, until 48 hours after Q2FY27 results are announced, in line with SEBI rules.
- FY26 BRSR filed Sep 2
The sustainability report sets ESG targets, including a 50% cut in Scope 2 emissions intensity by 2030.
TL;DR: Sansera is doing well on fundamentals: Q1 FY27 brought record revenue of ₹1,021.3 crore with 33% growth, and EBITDA margin widened to 19.2%. The high-margin ADS business is driving growth, backed by a ₹4,436.8 crore backlog, and CLSA has initiated with a 27.4% upside target. The main risks are valuation after a 128% YTD rally, thin consensus upside of 8.2%, and the auto business's long-term exposure to EV adoption. The trend is improving, and Q2FY27 results will show whether ADS growth can support the current valuation.
Quarterly Results
| Particulars | 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
| Particulars | 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 | 2,531 | 2,710 |
| Operating Profit | 142 | 164 | 236 | 269 | 205 | 247 | 304 | 360 | 450 | 473 | 567 | 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 | 25 | 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
| Particulars | 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
| Particulars | 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 | -369 |
| Financing | — | — | — | — | — | -153 | 45 | -3 | -5 | 599 | 99 |
| Net Cash Flow | — | — | — | — | — | -47 | 16 | 8 | 10 | -2 | 50 |
| Free Cash Flow | — | — | — | — | — | 95 | -53 | 8 | 43 | -223 | -119 |
| CFO/OP | — | — | — | — | — | 102 | 75 | 79 | 93 | 81 | 73 |
Ratios
| Particulars | 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% |
Insights
BetaAI-extracted from concalls & annual reports · figures as reported, with sources
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64 extracted metrics + investor summaries across FY13–FY27.
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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]
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