Sansera Engineering Limited · NSE:SANSERA
Sansera Engineering — Q2 FY27 Earnings Presentation
38 slides from Sansera Engineering's earnings presentation, November 2026
Slide 1: Sansera Engineering Limited Q2 FY27 Investor Presentation
Sansera Engineering Limited Q2 FY27 Investor Presentation
Slide 2: Disclaimer
Disclaimer Disclaimer This presentation and the accompanying slides (the “Presentation”),which have been prepared by Sansera Engineering Ltd. (the “Company”),have been prepared solely for informationpurposes and do not constitute any offer, recommendationor invitation to purchase or subscribe for an
Slide 3: Performance Highlights
Performance Highlights
Slide 4: Management Commentary
Management Commentary “Sansera continued its strong growth trajectory in Q2 FY27, delivering its highest- ever quarterly revenue of INR 10,915million, up 32% YoY,and its highest- ever quarterly EBITDA of INR 2,112million, with a margin of 19.4%. We protected our profitability despite an inflationary
Slide 5: Quarterly Performance
Quarterly Performance INR in Mn Margin (%) Highest ever quarterly performance across the board Revenue EBITDA PAT India Auto ICE Passenger 2W Auto– Tech xEV Non Auto ADS business Vehicles (Motorcycle Agnostic Highest Highest & Scooter) ever ever 17.3% 19.4% 8.6% 10.0% 32% 20.6% 18.2%
Slide 6: Sales Mix Trends
Sales Mix Trends INR in Mn Auto– ICE Auto- Tech Agnostic xEV Non- Auto Q2FY27 Sales Contribution 6,697 21% 6,275 5,665 2,135 1,998 827 837 8% 687 526 489 5% 1,028 66% 387 Auto ICE Tech - Agnostic Q2FY26 Q1FY27 Q2FY27 Q2FY26 Q1FY27 Q2FY27 Q2FY26 Q1FY27 Q2FY27 Q2FY26 Q1FY27 Q2FY27 xEV Non Auto Q2FY27
Slide 7: Segment wise Orderbook Excluding ADS
– Excluding ADS Peak Annual Revenues for New Business Expanding product portfolio and customer base with a focus on capitalizing on the- growth high emerging segments Segment wise Orderbook* Excluding ADS (INR in Bn) › ADS orders are structurally different from our overall order book, which is prese
Slide 8: ADS Segment Highlights
ADS Segment Highlights INR in Mn Segment Revenue* Cumulative unexecuted order backlog H1FY27:INR 3,097 1,643 17,156 3,097 1,454 58,697 1,251 FY27 ADS Revenue guidance of 1,169 44,638 INR 5,500– 6,000 Mn 545 This order backlog is executable in 394 ~ 5 years Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 M
Slide 9: Fueling Growth through Capital Investments
Fueling Growth through Capital Investments Capex (INR Mn) Capex Plan- Upcoming Projects 5,911 Auto ICE Incremental Asset Turn 5,097 Addition of forging capacity at existing plant 6 primarily Pantnagar (Plant 6) Expansion Automotive ADS for 2W. 3,260 1.25- 1.3 2.0 – 2.2 Manesar Plant (Plant 4) Additi
Slide 10: Consolidated Statement of Profit and Loss
Consolidated Statement of Profit and Loss Particulars (INR in Mn) Q2FY27 Q2FY26 YoY H1FY27 H1FY26 YoY Revenue From Operations 10,915 8,252 32% 21,127 15,915 33% Cost of goods sold (incl power & fuel cost) 6,219 4,853 12,092 9,287 Gross Profit 4,696 3,399 38% 9,035 6,628 36% Exceptionalitems: Gross P
Slide 11: Consolidated Balance Sheet
Consolidated BalanceSheet Consolidated Balance Sheet Assets (INR in Mn) Sept- 26 Mar- 26 Equity & Liabilities (INR in Mn) Sept- 26 Mar- 26 Non- Current Assets 29,796 26,905 Total Equity 32,929 31,075 Property Plant &Equipments 22,195 20,720 Equity Share Capital 125 125 Right of use assets 1,688 1,45
Slide 12: Consolidated Cash Flow Statement
Consolidated CashFlow Consolidated Cash FlowStatement Statement Particulars (INR in Mn) H1FY27 H1FY26 Profit Before Tax from continuing operations 2,647 1,799 Adjustments to reconcile profit before tax to net cash flows 1,521 1,137 Operating profit before working capital adjustments 4,168 2,936 Work
Slide 13: Recent Award Wins During The Quarter
Recent Award Wins During The Quarter Bajaj Auto Bajaj Auto Tata Cars Ather Energy JIPM – TPM Excellence Quality Award– "Super Reliability Excellence Excellence in Quality Consistency Award Platinum" Award 12
Slide 14: Company Overview
Company Overview
Slide 15: Sansera at a Glance: Diversified Precision Engineering
Sansera at a Glance: Diversified Precision Engineering Four decades in automotive forging and machining, now scalingxEV, in tech- agnostic, aerospace,defenceand semiconductor 4 decades 18 109 12,443 In- house of engineering expertise integrated manufacturing units customers across 28 countries emplo
Slide 16: Our Journey
Our Journey BUILT IN AUTOMOTIVE 1981 1986 1990 2004–08 2013 2014 2015 2017 Incorporated by Mr. S First purchase order Co- promoters inducted: New plants in Haryana, Dedicated aerospace Investment from Client Operations begin at the Acquired Mape Sweden, Sekhar Vasan from Maruti Udyog Mr. F R Singhvi
Slide 17: Delivering Precision Globally
Delivering Precision Globally Robust infrastructure and fungible manufacturing capabilities serving910 auto and non- auto customers¹ Manesar Pantnagar (2) (Gurgaon) (1) Mehsana (1) Chakan (Pune) (1) Bengaluru and Bidadi (10) Tumkur (2) 18 109 integrated plants: 17 in India, 1 auto & non- auto custom
Slide 18: Auto ICE
Auto ICE Auto ICE has grown 1.9x over the last five year KEY PRODUCTS KEY CUSTOMERS Auto ICE product sales (INR Mn) * Share of total sales (%) 1.9x | 13.8% CAGR 36.7% • All major Indian Two- wheelers Connecting Rods Crankshaft Rocker Arm Balance Shaft OEMs 23,041 83.4% • Premium OEMs in 70.1% Europe
Slide 19: xEV & Tech-Agnostic
xEV & Tech- Agnostic Scaling fast: 5.6x in five years KEY PRODUCTS KEY CUSTOMERS Tech- agn. & xEV sales (INR Mn)* Share of total sales (%) 5.6x | 41.2% CAGR • European premium 2W OEMs 4,449 13.5% 13.5% 5.1% Drive Train Aluminium Gear Motor Rotor Shaft Rotor Shaft Balance Rings Counter Drive • Leadin
Slide 20: Non-Auto: ADS
Non- Auto: ADS KEY PRODUCTS KEY CUSTOMERS Fastest- growing vertical: 5.7x in five years ADS product sales (INR Mn) * Share of total sales (%) 5.7x | 41.6% CAGR 14.6% • Global European aircraft OEM 3,155 2,887 9.6% 14.6% Cargo Cargo Door Avionics • Global Tier 1 Latch Pawl Housing Beams supplier ADS
Slide 21: Non-Auto: Others
Non- Auto: Others Off- road, agriculture and industrial: steady growth KEY PRODUCTS KEY CUSTOMERS Other Non-Auto sales (INR Mn) * Share of total sales (%) • Major Indian and 2.0x | 14.5% CAGR Japanese OEMs 7.8% 3.2% 3.0% Engine Mount Mounting Adapter Hub Bracket • Global fuel- injection 6.8% Bracket
Slide 22: Strategic priorities: five levers to scale
Strategic priorities: five levers to scale Building capacity ahead of demand while shifting the mix towards emerging segments Emerging auto Digitisation & 01 Capacity building 02 03 Strategic investments 04 Diversification 05 technologies innovation Key highlights • Pantnagar commissioned for • Hybr
Slide 23: Strategic Entry into New Markets and Product Categories
Strategic Entry into New Markets and Product Categories Aggressively expanding the product range into fast growing and trending space EV &- Tech Agnostic and Defense & Aerospace High focus on new age comps in Auto side and Non - auto comps in recent years GSF (2W) Split Fractured GSF Integral Non- A
Slide 24: Deep Relationships, High Qualification Barriers
Deep Relationships, High Qualification Barriers Tenure of customer relationships Top- 5 customer share of sales 40% 20% 40% 59.2% 53.9% 20+ years 10+ years <10 years 50.8% 47.3% 46.2% longstanding relationships longstanding continuous addition of new customers 44.5% relationships Relationships with
Slide 25: An experienced board
An experienced board Executive Director Mr. S Sekhar Vasan Mr. Fatheraj Singhvi Chairman & Managing Director Executive Vice Chairman Mr. Bindiganavile Raghunath Preetham Mr. Hari Krishnan Joint Managing Director & Group Chief Executive Officer Executive Director & CEO– ADS Division Independent Direc
Slide 26: Experienced Professional Management
Experienced Professional Management Mr. Vikas Goel Mr. Rahul Kale Chief Financial Officer CEO – Automotive Mr. Praveen Chauhan Mr. Amit Gautam Head of Corporate Strategy Chief Technology Officer Mr. Satish Kumar Mr.Jeyaraj T Chief Customer Relationship Officer & Mentor Chief Sustainability & Risk Of
Slide 27: JV with Nichidai Corporation
JV with Nichidai Corporation Nichidai Sansera Private Limited (JV) Key terms • Private limited company incorporated in Bengaluru • Board: 4 directors nominated by Sansera, 3 by 60% 40% • Sansera to invest INR 500 Mn in one or more Nichidai tranches (~2 years) • Business: precision forged and machine
Slide 28: MMRFIC — a partnership in advanced radar technology
MMRFIC— a partnership in advanced radar technology Qualified A&D technologies The partnership presents a significant opportunity in advanced radar technologies, creating powerful • mmWradar synergies and unlocking new opportunities. – Smallest RF payload with integrated RF gating switch Complete sil
Slide 29: Financial Performance
Financial Performance
Slide 30: Financial Performance
Financial Performance Strong financial performance across profitability metrics Revenue EBITDA and EBITDA Margins % PAT and PAT Margins % INR in Mn EBITDA 18.1% 17.1% 16.4% 17.1% 17.1% 18.1% PAT 7.0% 6.6% 6.3% 6.7% 7.2% 9.3% margin margin CAGR: 18 % CAGR: 24% CAGR: 18 % 6,319 2,169 3,261 34,979 1,87
Slide 31: Consolidated Statement of Profit and Loss
Consolidated Statement of Profit and Loss Particulars (INR in Mn) FY26 FY25 FY24 FY23 FY22 FY21 Revenue From Operation 34,979 30,168 28,114 23,460 19,975 15,593 Cost of goods sold (incl power & fuel cost) 20,519 17,682 16,877 14,162 11,896 9,167 Gross Profit 14,460 12,485 11,237 9,299 8,079 6,425 Gr
Slide 32: Sales Mix Trend
Sales Mix Trend Particular Q2FY27 Q1FY27 Q4FY26 Q3FY26 Q2FY26 Q1FY26 Q4FY25 Q3FY25 Q2FY25 Q1FY25 Q4FY24 Q3FY24 FY26 FY25 FY24 FY23 FY22 FY21 Segment wise Sales mix Auto- ICE 65.7% 65.4% 68.5% 67.1% 72.9% 72.7% 72.2% 75.8% 74.8% 71.8% 73.8% 76.1% 70.1% 73.6% 75.4% 77.7% 83.4% 83.4% 2W- Motorcycles 32
Slide 33: Customer & Product Mix | Orderbook History
Customer & Product Mix | Orderbook History Particular FY26 FY25 FY24 FY23 FY22 FY21 Particular FY26 FY25 FY24 FY23 Customer Mix Customer 1 13.0% 13.7% 14.5% 14.3% 16.6% 20.7% Order Book Customer 2 9.9% 10.9% 10.3% 12.6% 11.9% 14.0% Opening Order Book 18.5 15.9 13.2 9.6 Customer 3 7.9% 9.9% 11.0% 11.
Slide 34: Annexures
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Slide 35: Community initiatives in action
Community initiatives in action Co- curricular activities Health camp National Automobile Olympiad 2026 5S training & development Ganith Kranthi Anganwadi programme 34
Slide 36: Initiatives taken for the environment
Initiatives taken for the environment KyalasanahalliLake —restored January 2017 Present Sansera rejuvenated the lake from barren land into a restored water body with islands and green cover. TRASHBOT TRASHBOT in operation Bommasandra Lake—present Automated mixed - waste segregator at Bommasandra Lak
Slide 37: Well recognised for achievements in the sector
Well recognised for achievements in the sector Maruti Suzuki BCIC FKCCI Autodeck Award for Part ESG in Manufacturing Award in Sustainability Award in Digital Development 2024 - 25 Sector 2025 2025 Innovation 2025 Yamaha Honda Honda Motor India ACMA Supplier Conference 2024 Annual Supplier Delivery &
Slide 38: Thank you
Thankyou COMPANY INVESTOR RELATIONS ADVISOR Sansera Engineering Limited Strategic Growth Advisors Pvt. Ltd. CIN: L34103KA1981PLC004542 CIN: U74140MH2010PTC204285 Mr. Rajesh Kumar Modi Shikha Puri / Dharmik Kansara Company Secretary & Compliance Officer shikha.puri@sgapl.net / dharmik.k@sgapl.net raj