Sansera Engineering logo

Sansera Engineering

SANSERA NSE

Key Fundamentals

SmallcapAuto ComponentsAutomobiles
Market Cap
₹25,417 Cr
Volatility
Moderate
P/E Ratio
79.25
EBITDA
₹692 Cr
Return on Equity
10.52%
Debt to Equity
0.12
Book Value
₹494.75
EPS
₹35.3
52W High
₹4,170
52W Low
₹1,364.2

Tapetide Score

Data-driven rating, 0–100. How it works →

Key Insights

Strengths

1
  • Company has delivered good profit growth of 26.0% CAGR over last 5 years

Weaknesses

3
  • Stock is trading at 8.41 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

Revenue Growth
17.14% higher than 3Y
Net Income Growth
50.71% higher than 3Y
Cash Flow Change
2.79% lower than 3Y
ROE
34.18% higher than 3Y
ROCE
18.62% higher than 3Y
EBITDA Margin (Avg.)
10.33% lower than 3Y

AI Analysis — Bull vs Bear

Anthropic anthropic claude-opus-4.6 2d ago
AI opinion · based on fundamentals
Risk high

Sansera Engineering Ltd trades at a market cap of ₹25,417 Cr with a PE of 73x and PB of 8.3x, reflecting steep premium valuations. The company has delivered strong profit growth of 26% CAGR over five years and TTM sales growth of 24%, though ROE remains modest at 11% over three years.

Bull Case 8
  • Strong 5-year compounded profit growth of 26% CAGR indicates sustained earnings expansion
  • TTM sales growth of 24% shows robust top-line momentum and demand traction
  • 3-year compounded profit growth of 27% CAGR outpaces 3-year sales CAGR of 14%, suggesting improving margins
  • TTM profit growth of 61% signals a sharp acceleration in earnings in the most recent period
  • 10-year compounded sales CAGR of 14% reflects a long track record of consistent revenue growth
  • 10-year compounded profit CAGR of 16% demonstrates the company has scaled earnings over a full business cycle
  • 1-year stock CAGR of 190% reflects strong market confidence in the company's growth trajectory
  • 3-year stock CAGR of 64% indicates significant wealth creation for shareholders over the medium term
Bear Case 8
  • PE ratio of 73x is significantly elevated, leaving little room for execution missteps
  • PB ratio of 8.3x is high for a manufacturing business, pricing in substantial future growth
  • 3-year average ROE of just 11% is modest relative to the premium valuation, suggesting capital is not being deployed very efficiently
  • Promoter holding decreased by 0.89% in the last quarter, which may signal reduced insider confidence
  • Dividend yield of just 0.1% offers negligible income return to shareholders at current prices
  • 5-year ROE averaging 12% has shown no meaningful improvement trend, with the last year at 11%
  • The gap between 1-year stock CAGR of 190% and TTM profit growth of 61% suggests the stock price has run well ahead of fundamentals
  • Sales CAGR of 14% over 10 years, while steady, is not exceptional enough to justify a 73x earnings multiple on its own

This is AI-generated analysis, not financial advice. Do your own due diligence.

AI News Digest

Anthropic anthropic claude-opus-4.6 2h ago
Headwinds 5
  • Steep valuation at 67x PE Aug 16

    Sansera trades at 67.22x PE vs industry average of 26.41x — a 154% premium that requires flawless execution to sustain.

  • FAI delays risk 6-12 months Aug 16

    Missing First Article Inspection sample delivery in semiconductor can cause 6-12 month delays, with mother machine lead times of 7-9 months.

  • Semiconductor customer concentration Aug 16

    Sansera works primarily with one customer in semiconductor space, realizing only 25-30% of overall potential. Diversification remains a key risk.

  • Macro and tariff uncertainty Aug 16

    Timeline for reaching ₹8,000-8,200 crore order book visibility could vary by 1-2 years depending on macro conditions, tariff changes, and inflationary pressures on steel, aluminum, and energy.

  • Margin sustainability caution Aug 16

    Management cautions against using Q1 FY27's 21.7% EBITDA margin as a sustainable baseline, as commodity price stabilization provided temporary relief and one-time benefits may normalize.

Positives 7
  • CLSA initiates with 27% upside Sep 08

    CLSA initiated coverage with 'outperform' rating and ₹4,954 target price, implying 27.4% upside. 11 of 16 analysts have 'buy' ratings with 8.2% consensus upside.

  • Record Q1 FY27 financials Aug 20

    Q1 FY27 revenue rose 33% YoY to ₹1,021.3 crore (highest ever), EBITDA up 48% to ₹196.1 crore with margin improving to 19.2% from 17.2%, and PAT up 39% to ₹87.4 crore.

  • ADS order backlog at ₹4,437 Cr Aug 16

    ADS unexecuted order backlog stood at ₹4,436.8 crore as of June 30, 2026, with CLSA projecting ADS revenue to grow 4.5x between FY25-FY27 and reach ₹1,500 crore annually by FY29 (65% CAGR).

  • Non-auto revenue surges 130% Aug 16

    Non-auto revenue surged 129.9% YoY to ₹199.8 crore in Q1 FY27, with ADS contribution climbing from 3.8% of sales in FY21 to 14.2% in Q1 FY27. Management guides ADS revenue of ₹550-600 crore for FY27.

  • Stock up 128% YTD, 5x since IPO Sep 08

    Sansera shares have gained 128% YTD and returned over 5x from the IPO price of ₹744. CLSA expects EPS to more than double over the next three years.

  • ADS margin premium at 25-30% Aug 16

    ADS export segment targets EBITDA margins of 25-30%, with management indicating they are already at the higher end. Over 60% of future capex is directed toward new-age and non-auto segments.

  • Capacity expansion on track Aug 16

    Board-approved 70,000 sq ft hangar expansion expected by mid-FY27, new NADCAP-ready surface coating facility established in Bengaluru, and 140,000 sq ft ADS facility strategically split between aerospace/semiconductor and defense.

Neutral 4
  • Analyst meet on Sep 15 Sep 09

    Sansera will host a Jefferies-organized investor and analyst group meeting at its Bangalore plant on September 15, 2026.

  • AGM scheduled for Sep 24 Aug 31

    Sansera's 44th AGM is set for September 24, 2026, via video conferencing to transact FY26 business.

  • Leadership re-designation Aug 24

    Fatheraj Singhvi re-designated as Executive Vice Chairman and B R Preetham as Joint MD & Group CEO, effective August 24, 2026, subject to AGM approval.

  • FY26 BRSR report filed Sep 02

    Sansera submitted its FY26 Business Responsibility and Sustainability Report, including a target of 50% reduction in Scope 2 emissions intensity by 2030.

TL;DR: Sansera Engineering is firing on all cylinders with record Q1 FY27 revenue (₹1,021 Cr, +33% YoY), a massive ₹4,437 Cr ADS order backlog, and strong analyst support including CLSA's outperform initiation at ₹4,954 target. The aerospace-defense-semiconductor pivot is delivering real results with non-auto revenue up 130% YoY and margins expanding. Key risks are the stretched 67x PE valuation demanding flawless execution, semiconductor customer concentration, and FAI qualification delays that could slip timelines by 6-12 months. The next 2-3 quarters tracking ADS revenue against the ₹550-600 Cr FY27 guidance will be the critical test of whether the premium valuation is justified.

Quarterly Results

Particulars Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 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
Figures in ₹ Crores

Profit & Loss

Particulars Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
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%
—
Figures in ₹ Crores

Balance Sheet

Particulars Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 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
Figures in ₹ Crores

Cash Flow

Particulars Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 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
Figures in ₹ Crores

Ratios

Particulars Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 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

Beta

AI-extracted from concalls & annual reports · figures as reported, with sources

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Shareholding Pattern

Govt.0.06%DIIs31.04%Promot.29.21%Others5.79%Public12.39%FIIs21.52%As ofJun 2026

Documents

Frequently Asked Questions about Sansera Engineering

What does Sansera Engineering Ltd do?
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 -...
Where is Sansera Engineering Ltd (SANSERA) listed?
Sansera Engineering Ltd trades as SANSERA on the NSE and under code 543358 on the BSE.
Which sector does Sansera Engineering Ltd belong to?
Sansera Engineering Ltd is classified under the Consumer Discretionary sector, in the Auto Components industry.
What is the market capitalisation of Sansera Engineering Ltd?
Sansera Engineering Ltd has a market capitalisation of ₹25,417 Cr, which places it in the Large Cap band.
What is the PE ratio of Sansera Engineering Ltd?
Sansera Engineering Ltd trades at a PE ratio of 79.25, on earnings per share of ₹35.3, against a book value of ₹494.75 per share.
What is the 52-week high and low of Sansera Engineering Ltd?
Over the last 52 weeks Sansera Engineering Ltd has traded between ₹1,364.2 and ₹4,170.
Does Sansera Engineering Ltd pay dividends?
Sansera Engineering Ltd has a dividend yield of 0.10%.
What is the Return on Equity (ROE) of Sansera Engineering Ltd?
Sansera Engineering Ltd reported a return on equity of 10.52%. Its debt-to-equity ratio is 0.12.

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]

Website sansera.in
Listed 2021-09-24
Face Value ₹ 2
Issued Size 6,22,24,268

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