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SANSERA - Sansera Enginee.

📊 NSE: SANSERA 🏢 Auto Ancillaries 📅 Last Updated: 12/14/2025 12:49

📢 Recent Corporate Announcements

Sansera Engineering Schedules Group Meeting with Analysts and Investors for March 17, 2026

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 12 Mar 2026, 11:34 AM

Sansera Engineering Limited has announced a group meeting with institutional investors and analysts scheduled for March 17, 2026. The meeting is set to take place at 10:00 am at the company's manufacturing plants located in Bangalore, Karnataka. The company clarified that the discussions will focus on information already available in the public domain. Plant visits are standard practices that allow institutional investors to assess operational capabilities and infrastructure firsthand.

Group meeting with analysts and institutional investors scheduled for March 17, 2026
The interaction will take place at the company's Bangalore plants starting at 10:00 am
Discussions will be limited to publicly available information as per SEBI regulations
The schedule is subject to change based on exigencies from either the company or participants

💡 Investors should monitor the stock exchange filings for any investor presentations or transcripts that may be released following the plant visit. No immediate trading action is required as this is a routine engagement activity.

Sansera Engineering Chief Quality Officer Anil Patil Resigns Effective February 27, 2026

🟡 NEUTRAL ⭐ 4/10

MANAGEMENT 📅 27 Feb 2026, 05:08 PM

Sansera Engineering Limited has announced the resignation of Mr. Anil Patil from the position of Chief Quality Officer (CQO), effective February 27, 2026. Mr. Patil, a member of the Senior Management Personnel, cited personal family commitments and other personal matters as the reason for his departure. The resignation follows a transition period discussed with the management since November 2025. The company has confirmed there are no other material reasons for his exit, and a structured transition of responsibilities is underway.

Mr. Anil Patil resigned as Chief Quality Officer (CQO) effective from the close of business hours on February 27, 2026.
The resignation was driven by personal family commitments and was discussed with the CEO as early as November 2025.
The company stated that there are no other specific reasons for the resignation beyond those disclosed in the letter.
A structured transition plan was implemented to ensure the continuity of quality management responsibilities.

💡 Investors should monitor the company's next appointment for the CQO role to ensure continued adherence to high manufacturing quality standards, though this routine management change does not warrant immediate action.

Sansera Engineering Incorporates JV with Nichidai Corp; 60:40 Ownership Ratio Set

🟢 POSITIVE ⭐ 7/10

EXPANSION 📅 25 Feb 2026, 10:46 PM

Sansera Engineering has officially incorporated its joint venture company, Nichidai Sansera Private Limited, following an agreement signed in January 2026. While currently a wholly owned subsidiary, the entity will transition to a 60:40 ownership structure between Nichidai Corporation and Sansera Engineering respectively. The transition will occur following a planned infusion of funds by both parties in the near future. This partnership is expected to leverage Nichidai's technical expertise to enhance Sansera's manufacturing capabilities.

Incorporation of Nichidai Sansera Private Limited completed on February 25, 2026
Final shareholding structure to be 60% for Nichidai Corporation and 40% for Sansera Engineering
The JV is registered with the Registrar of Companies, Karnataka
Fund infusion and share allotment to be undertaken in due course as per the JV agreement

💡 Investors should view this as a positive strategic expansion that could improve technical synergies; monitor for future disclosures regarding the specific capital outlay and product focus.

Sansera Engineering to Participate in Omkara Capital Virtual Group Meeting on Feb 21, 2026

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 18 Feb 2026, 12:05 PM

Sansera Engineering Limited has scheduled a virtual group meeting with institutional investors and analysts for February 21, 2026. The interaction is organized by Omkara Capital as part of their 5-year anniversary celebration and will commence at 6:00 PM. The company has clarified that the discussions will be restricted to publicly available information. This disclosure is a routine filing under Regulation 30(6) of SEBI (LODR) Regulations 2015.

Virtual group meeting scheduled for February 21, 2026, starting at 6:00 PM
Organized by Omkara Capital in celebration of their 5-Year Anniversary
Interaction will focus solely on publicly available information
Routine regulatory compliance under SEBI Listing Obligations and Disclosure Requirements

💡 No immediate action is required as this is a routine investor interaction. Investors may look for any subsequent transcripts or presentations if the company chooses to release them post-event.

Sansera Engineering Q3 FY26: Record Revenue of ₹9,077M; Adjusted PAT Surges 53% YoY

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 17 Feb 2026, 12:26 PM

Sansera Engineering achieved record quarterly revenue of INR 9,077 million (+25% YoY) and EBITDA of INR 1,639 million. The Aerospace & Defence (ADS) segment saw explosive growth, with revenue increasing over 4x YoY and a lifetime order book reaching INR 38.7 billion. Adjusted PAT rose 53% to INR 857 million, excluding a one-time labor code provision of INR 162 million. The company is expanding its footprint via a new Pantnagar facility and a strategic JV with Japan's Nichidai Corporation.

Record quarterly revenue of INR 9,077 million (+25% YoY) and 18.1% EBITDA margin.
ADS segment revenue grew >4x YoY; 9M FY26 ADS revenue reached INR 2,150 million.
Unexecuted lifetime order book for ADS stands at a robust INR 38.7 billion until FY30.
New Pantnagar facility for 2-wheeler crankshafts has a revenue potential of INR 500 crores.
Signed JV with Nichidai Corp (Japan) with a INR 500 million investment for 60% stake.

💡 Investors should maintain a positive outlook given the rapid scaling of the high-margin ADS business and successful diversification into tech-agnostic segments. The massive order book provides high revenue visibility through FY30.

Sansera Engineering Releases Q3 & 9M FY26 Earnings Call Audio Recording

🟡 NEUTRAL ⭐ 3/10

EARNINGS 📅 10 Feb 2026, 12:18 PM

Sansera Engineering Limited has officially released the audio recording of its earnings conference call for the third quarter and nine months ended December 31, 2025 (FY26). The call, conducted on February 10, 2026, followed the announcement of the company's unaudited financial results. This disclosure provides investors with access to management's detailed commentary on operational performance and strategic initiatives. The recording is available on the company's website in compliance with SEBI Listing Obligations and Disclosure Requirements.

Audio recording for Q3 & 9M FY26 earnings call made available on February 10, 2026.
The call pertains to the unaudited financial results for the period ending December 31, 2025.
Recording is accessible via the company's official website under the investor relations section.
Filing made in compliance with Regulation 30 of SEBI (LODR) Regulations, 2015.

💡 Investors should listen to the recording to understand management's guidance on margin trends and the ramp-up of the non-automotive business. Pay close attention to commentary regarding the order book and capital expenditure plans for the remainder of FY26.

Sansera Engineering Q3FY26: Revenue Up 25% to INR 9,077 Mn; ADS Segment Grows 4x YoY

🟢 POSITIVE ⭐ 9/10

EARNINGS 📅 09 Feb 2026, 09:22 PM

Sansera Engineering delivered a robust performance in Q3FY26, with revenue growing 25% YoY to INR 9,077 Mn and EBITDA margins expanding to 18.1%. The Aerospace, Defense, and Semicon (ADS) segment emerged as a key growth driver, recording a fourfold YoY revenue increase and maintaining a massive unexecuted order backlog of INR 38,678 Mn. While a one-time exceptional charge of INR 162 Mn due to labor law changes impacted reported PAT, the adjusted PAT grew significantly by 53% YoY. The company is aggressively diversifying, evidenced by a new plant in Pantnagar and a strategic 60:40 JV with Nichidai Corporation.

Highest ever quarterly revenue of INR 9,077 Mn and EBITDA of INR 1,639 Mn (18.1% margin).
ADS segment revenue grew 4.4x YoY, with FY27 revenue guidance raised to INR 5,000-6,000 Mn.
Total order book for new business stands at INR 24,124 Mn, while ADS specific backlog is INR 38,678 Mn.
International business revenue surged 59.9% YoY, driven by semiconductor and aerospace exports to the USA and Sweden.
Announced a strategic JV with Nichidai Corporation for precision forged parts with an initial investment of INR 500 Mn.

💡 Investors should focus on the rapid scaling of the high-margin ADS and semiconductor segments which are successfully de-risking the company from ICE dependency. The massive order backlog provides strong multi-year revenue visibility, making it a high-conviction growth play in the precision engineering space.

Sansera Q3 FY26 Revenue Up 25% to ₹9,077 Mn; Non-Auto Segment Surges 128%

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 09 Feb 2026, 09:18 PM

Sansera Engineering reported a strong Q3 FY26 with revenue growing 25% YoY to INR 9,077 Mn and EBITDA margins expanding to 18.1%. The growth was significantly driven by the Non-Auto segment, which grew 127.9% YoY, and the international business, which saw a 59.9% surge. Despite a one-time exceptional charge of INR 162 Mn related to labor law changes, PAT grew 24% to INR 694 Mn. The company also announced a strategic JV with Nichidai Corporation and inaugurated its 17th plant to bolster future growth.

Revenue grew 25% YoY to INR 9,077 Mn, while EBITDA increased 29% to INR 1,639 Mn with 18.1% margins.
Non-Auto segment recorded highest ever quarterly performance with 127.9% YoY growth, led by the ADS segment.
Aerospace & Defense (ADS) segment delivered 4.4x growth with a massive unexecuted order book of INR 38,678 Mn.
International business grew 59.9% YoY, driven by a 3x surge in semiconductor-related exports and 50.5% growth in the USA.
Announced a 60:40 JV with Nichidai Corporation (Japan) and inaugurated a new 2.7 lakh sq. ft. plant in Uttarakhand.

💡 Investors should focus on the company's successful diversification into high-margin Aerospace and Defense sectors, which now provides significant growth visibility. The robust order book and strategic JV with Nichidai suggest strong long-term upside potential despite cyclicality in the auto sector.

Sansera Engineering Q3 FY26 Revenue Up 24% YoY to ₹7.98 Billion; PAT Rises to ₹635 Million

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 09 Feb 2026, 06:26 PM

Sansera Engineering reported a strong performance for the quarter ended December 31, 2025, with revenue from operations growing 23.9% YoY to ₹7,980.03 million. Net profit for the quarter stood at ₹635.04 million, up 40.8% YoY, despite an exceptional charge of ₹157.57 million related to the implementation of new Labour Codes. The company also announced a strategic joint venture with Japan's Nichidai Corporation to manufacture advanced automotive components with an investment of up to ₹500 million.

Revenue from operations increased by 23.9% YoY to ₹7,980.03 million in Q3 FY26.
Profit Before Tax (before exceptional items) grew 69.9% YoY to ₹1,021.78 million.
Reported an exceptional expense of ₹157.57 million due to the impact of new Labour Codes on gratuity and leave liabilities.
Announced a new JV with Nichidai Corporation, Japan, with a planned investment of up to ₹500 million for precision forged components.
Basic Earnings Per Share (EPS) for the quarter improved to ₹10.22 from ₹7.45 in the previous year's corresponding quarter.

💡 Investors should take note of the robust double-digit growth in both revenue and profitability despite the one-time labor code impact. The new joint venture with Nichidai Corporation signals a positive expansion into high-tech automotive applications, supporting long-term growth prospects.

Sansera Engineering Q3FY26 Standalone PAT Rises 41% YoY to ₹635M; Revenue Up 24% YoY

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 09 Feb 2026, 06:21 PM

Sansera Engineering reported a robust year-on-year performance for Q3FY26, with standalone revenue growing 23.8% to ₹7,980 million. Net profit increased by 40.8% YoY to ₹635 million, even after accounting for a one-time exceptional charge of ₹157.6 million related to new Labour Code liabilities. Operationally, the company showed strength with Profit Before Exceptional Items growing 70% YoY. Additionally, the company announced a strategic joint venture with Japan's Nichidai Corporation, involving a ₹500 million investment to expand its precision components portfolio.

Standalone Revenue from operations grew 23.8% YoY to ₹7,980.03 million in Q3FY26.
Net Profit (PAT) increased 40.8% YoY to ₹635.04 million, despite a ₹157.57 million exceptional cost.
Exceptional item of ₹157.57 million recognized due to the impact of new Labour Codes on employee benefits (gratuity and leave).
Announced a new JV with Nichidai Corporation (Japan) for advanced automotive applications with an investment of up to ₹500 million.
Finance costs significantly decreased to ₹52.85 million from ₹146.19 million in the same quarter last year.

💡 Investors should focus on the strong operational growth and the strategic expansion through the Nichidai JV, which targets high-growth automotive segments. The dip in sequential PAT is primarily due to a non-recurring regulatory provision, making the underlying business performance look healthy.

Sansera Engineering to Host Q3 & 9M FY26 Earnings Call on February 10, 2026

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 03 Feb 2026, 09:21 AM

Sansera Engineering Limited has scheduled its earnings conference call for Tuesday, February 10, 2026, at 9:00 AM IST. The management team, including the Group CEO and CFO, will discuss the company's operational and financial performance for the third quarter and nine-month period of FY26. This call is a standard procedure following the release of quarterly results, allowing analysts and investors to engage with leadership regarding growth strategies and sector outlook. The company has provided domestic and international dial-in details for the session.

Earnings call scheduled for February 10, 2026, at 09:00 AM IST to discuss Q3 and 9M FY26 results.
Management participants include Group CEO B R Preetham, ADS Division CEO Hari Krishnan, and CFO Vikas Goel.
Primary domestic dial-in numbers are +91 22 6280 1309 and +91 22 7115 8210.
International toll-free numbers available for Hong Kong, Singapore, UK, and USA participants.

💡 Investors should track the upcoming Q3 results and listen to the call for management's outlook on the automotive and aerospace segments. No immediate action is required based on this scheduling notification.

Sansera Engineering Forms 60:40 JV with Japan's Nichidai; to Invest ₹500 Million

🟢 POSITIVE ⭐ 8/10

EXPANSION 📅 29 Jan 2026, 12:08 PM

Sansera Engineering has entered into a strategic 60:40 Joint Venture with Japan-based Nichidai Corporation to manufacture advanced precision forged and machined parts. The company has committed an investment of up to ₹500 million in the new Bengaluru-based entity, which will focus on components like differential assemblies and compressors. This move is a significant step in Sansera's strategy to diversify its product portfolio and reduce its reliance on traditional internal combustion (IC) engine components. The JV will leverage Nichidai's 50 years of technical expertise and Sansera's domestic manufacturing footprint to target both Indian and international markets.

Formation of a 60:40 Joint Venture with Nichidai Corporation, Japan, to be named Nichidai Sansera Private Limited.
Sansera Board approved an investment of up to ₹500 million in the JV company in one or more tranches.
The JV will manufacture precision forged parts for differential assemblies and compressors not currently in Sansera's portfolio.
The indicative timeline for the completion of the JV setup is approximately 12 months.
Nichidai will exclusively supply tooling and technical know-how to the JV company in India.

💡 Investors should view this as a positive long-term strategic move that de-risks the company's portfolio from EV-vulnerable IC engine parts. Monitor the progress of the JV's incorporation and subsequent order wins from global OEMs over the next 12-18 months.

Sansera Engineering Forms 60:40 JV with Japan's Nichidai; to Invest up to ₹50 Crore

🟢 POSITIVE ⭐ 8/10

EXPANSION 📅 29 Jan 2026, 12:05 PM

Sansera Engineering has entered into a strategic Joint Venture (JV) with Japan-based Nichidai Corporation to manufacture advanced precision forged and machined parts for differential assemblies and compressors. Sansera will hold a majority 60% stake in the new entity, with the Board approving a total investment of up to ₹500 million (₹50 crore). The venture aims to diversify Sansera's product portfolio into technology-agnostic segments, reducing its reliance on traditional internal combustion engine components. The JV is expected to be operational within approximately 12 months and will be based in Bengaluru.

Sansera to hold 60% equity stake and Nichidai to hold 40% in the proposed JV company.
Board approved an investment of up to ₹500 million (₹50 crore) to be deployed in one or more tranches.
The JV focuses on products not currently manufactured by Sansera, including parts for differential assemblies and drivelines.
Nichidai will provide exclusive technical know-how, designs, and tooling for the Indian market.
The project has an indicative completion timeline of 12 months from the disclosure date.

💡 This is a positive long-term development as it helps Sansera diversify away from IC engine risks and move up the value chain. Investors should monitor the JV's progress and its ability to secure orders from global and domestic OEMs over the next year.

Sansera Engineering Forms 60:40 JV with Japan's Nichidai; to Invest up to ₹50 Crores

🟢 POSITIVE ⭐ 8/10

EXPANSION 📅 29 Jan 2026, 12:00 PM

Sansera Engineering has entered into a strategic 60:40 joint venture with Japan-based Nichidai Corporation to manufacture advanced automotive components. The company has approved an investment of up to INR 500 million (₹50 Crores) in the new entity, which will be based in Bengaluru. This partnership focuses on precision forged and machined parts for differential assemblies and compressors, products not currently manufactured by Sansera. The move is strategically designed to diversify Sansera's portfolio and reduce its reliance on traditional internal combustion engine (ICE) components.

Sansera will hold a majority 60% stake in the proposed JV company, Nichidai Sansera Private Limited.
The Board has approved a total investment of up to INR 500 million in one or more tranches.
Nichidai will provide exclusive technical know-how, designs, and tooling for the JV's operations in India.
The JV targets high-value segments including differential assemblies, compressors, and driveline components.
The project setup and acquisition are expected to be completed within a tentative timeline of 12 months.

💡 Investors should view this as a significant long-term positive as it accelerates Sansera's transition toward technology-agnostic and high-value components. Monitor the JV's progress in securing OEM contracts over the next 12-18 months.

Sansera Engineering Forms 60:40 JV with Nichidai Japan; to Invest up to ₹500 Million

🟢 POSITIVE ⭐ 8/10

EXPANSION 📅 29 Jan 2026, 11:54 AM

Sansera Engineering has entered into a strategic joint venture with Japan-based Nichidai Corporation to manufacture advanced automotive components like differential assemblies and compressors. Sansera will hold a 60% majority stake in the new entity, with the Board approving an investment of up to INR 500 million. This partnership aims to diversify Sansera's product portfolio into high-value, technology-agnostic segments, reducing its reliance on traditional internal combustion engine components. The JV will leverage Nichidai's 50 years of technical expertise and Sansera's established manufacturing footprint in India.

Formation of a 60:40 Joint Venture with Nichidai Corporation, Japan, to be based in Bengaluru.
Sansera Board approved a capital investment of up to INR 500 million in the JV company.
Focus on manufacturing precision forged and machined parts for differential assemblies and compressors not currently produced by Sansera.
Nichidai to provide exclusive technical know-how, specifications, and tooling for the Indian market.
The JV is expected to be operational within a tentative timeline of 12 months.

💡 This is a positive development for long-term investors as it addresses the risk of EV transition by diversifying into non-ICE dependent components. Monitor the JV's progress and potential client wins in the international markets over the next 12-18 months.

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💰 Financial Performance

Revenue Growth by Segment

Consolidated revenue grew 8.1% YoY to INR 8,252 million in Q2 FY26. The Aerospace, Defense & Semiconductor (ADS) division saw a standout revenue growth of 80% YoY, and the Swedish business also grew by 80% YoY. However, non-ADS exports from India declined by 18% during the quarter due to global headwinds.

Geographic Revenue Split

Domestic sales grew by 8.5% YoY, driven by a recovery in the entry-level motorcycle and PV segments. International revenue was impacted by an 18% decline in non-ADS exports, though the Swedish business offset some of this with 80% growth.

Profitability Margins

Gross margins remained stable at 41.2% in Q2 FY26 despite growth headwinds. Profit After Tax (PAT) margin stood at 8.7% (INR 714 million) for Q2 FY26 and 8.4% for H1 FY26, benefiting from reduced finance costs.

EBITDA Margin

EBITDA margin was 17.3% (INR 1,431 million) in Q2 FY26, consistent with the H1 FY26 margin of 17.3%. The company maintained these margins by utilizing a healthy business mix to absorb the 18% decline in non-ADS exports.

Capital Expenditure

The company raised INR 1,200 crore through a QIP in Q3 FY2025. H1 FY26 Capex was allocated as follows: 64% for forging capacity expansion, 22% for ADS equipment to support the order book, 11% for a new facility at Pantnagar for 2W components, and 3% for other areas.

Credit Rating & Borrowing

Short-term credit rating is [ICRA]A1+. Finance costs for Q2 FY26 were reduced to INR 81 million, significantly lower YoY after the company used QIP proceeds to prepay/repay ~INR 650 crore of debt, making the company net cash positive.

⚙️ Operational Drivers

Raw Materials

Steel and forging-grade alloys are the primary raw materials, as the company is expanding warm and cold forging capabilities. Raw material costs (COGS including power/fuel) represented 58.6% of revenue in FY25 (INR 17,682 million).

Import Sources

Not specifically disclosed in available documents, though the company operates a Swedish business and exports globally to the U.S., Mexico, and Canada.

Capacity Expansion

Expanding forging capacity to support growth; creating a new facility at Pantnagar focused on domestic 2W components; adding ADS equipment in line with the current order book. The company is also adding warm and cold forging capabilities to enter steering and driveline segments.

Raw Material Costs

Gross margins of 41.2% indicate raw material and direct costs are approximately 58.8% of revenue. The company managed to maintain this ratio despite an 18% decline in specific export segments by optimizing the business mix.

Manufacturing Efficiency

Operating cash flow was strong at INR 2,050 million for H1 FY26, representing 70% of EBITDA, indicating high cash conversion efficiency.

📈 Strategic Growth

Expected Growth Rate

10-15%

Growth Strategy

Growth will be achieved through the ADS division (targeting 25-30% margins), increasing the stake in MMRFIC to 51% with a new INR 30 crore investment, and expanding into steering and driveline components via new warm/cold forging capabilities.

Products & Services

Connecting rods, crankshafts, steering components, driveline series, aerospace components, defense equipment, and semiconductor-related engineering services.

Brand Portfolio

Sansera, MMRFIC (31% current holding, moving to 51%).

New Products/Services

New components in the steering and driveline series using warm and cold forging; ADS division revenue run rate is expected to reach INR 500-600 crores at peak capacity.

Market Expansion

Expansion in the U.S., Mexico, and Canada to meet localized sourcing requirements; new domestic facility in Pantnagar for the 2W segment.

Strategic Alliances

Partnership with MMRFIC (Sansera has the right to increase stake to 51% at a predefined formula; INR 30 crore additional investment approved).

🌍 External Factors

Industry Trends

The industry is shifting toward localized manufacturing in North America due to RVC rules. The domestic Indian auto industry is seeing a recovery in entry-level motorcycles and PVs. Sansera is positioning itself by diversifying into ADS and semiconductors to hedge against ICE-only exposure.

Competitive Landscape

The company competes in the global forging and machining market, specifically for high-precision engine and driveline components.

Competitive Moat

Moat is built on complex forging capabilities (connecting rods/crankshafts) and high-margin ADS business (25-30% margins). Sustainability is driven by long-standing customer relationships and IGBC Platinum-rated manufacturing facilities.

Macro Economic Sensitivity

Sensitive to domestic GST rate changes which impact auto consumption waves; also sensitive to global trade requirements like RVC in North America.

Consumer Behavior

Shift toward entry-level motorcycles and PV expansion in India is driving domestic sales growth of 8.5%.

Geopolitical Risks

Global slowdown and supply chain risks contributed to an 18% decline in non-ADS exports from India.

⚖️ Regulatory & Governance

Industry Regulations

Subject to Regional Value Content (RVC) requirements for exports to the U.S., Mexico, and Canada, which accelerate the need for localized manufacturing.