Sansera Engineering Limited · NSE:SANSERA
Sansera Engineering — Q2 FY2026 Earnings Presentation
34 slides from Sansera Engineering's earnings presentation, November 2025
Slide 1: Sansera Engineering Ltd Q2FY26 Investor Presentation
Sansera Engineering Ltd Q2FY26 Investor Presentation
Slide 2: Performance Highlights
Performance Highlights
Slide 3: Management Commentary
Management Commentary “I am pleased to update you that we crossed INR 8,000 million in sales during the quarter and reached a topline of INR 8,252 million, with a YoY growth of 8%. With our focus on engineering innovation and operational efficiency, we navigated industry challenges effectively and m
Slide 4: Performance Highlights
Performance Highlights INR in Mn › In Q2FY26, the India Business delivered a growth of 8.5% YoY, whereas the international business delivered a growth of 7.3% YoY Margin (%) › Within the international business, there was a mixed performance across Revenue EBITDA PAT geographies › Exports to USA grew
Slide 5: Sales Mix Trends
Sales Mix Trends INR in Mn Auto – ICE Auto-Tech Agnostic xEV Non-Auto Q2FY26 Sales Contribution 5,665 13% 5,367 5,194 1,028 9% 869 708 5% 662 687 494 657 369 387 73% Auto ICE Tech - Agnostic Q2FY25 Q1FY26 Q2FY26 Q2FY25 Q1FY26 Q2FY26 Q2FY25 Q1FY26 Q2FY26 Q2FY25 Q1FY26 Q2FY26 xEV Non Auto Q2FY26 Geogr
Slide 6: Peak Annual Revenues for New Business
Peak Annual Revenues for New Business Expanding product portfolio and customer base with a focus on capitalizing on the high-growth emerging segments INR in Mn Segment wise Orderbook* Key highlights Rs. 20.1 Bn Rs. 22.0 Bn Rs. 18.5 Bn Rs. 20.2 Bn Rs. 21.5 Bn ADS 24% Non-auto 25% 30% 33% • Order book
Slide 7: ADS Segment Highlights
ADS Segment Highlights INR in Mn Segment Revenue Total Unexecuted Order Backlog Existing ADS Capacity 496 864 39,533 11,684 140,000 sq ft 2/3 of the space 1/3 of the space 367 28,713 Covered area of current dedicated for dedicated for defence facility Aerospace & Semicon 276 INR 6,000 Mn Revenue pot
Slide 8: Consolidated Profit & Loss
Consolidated Profit & Loss Particulars (INR in Mn) Q2FY26 Q2FY25 YoY H1FY26 H1FY25 YoY Revenue From Operation 8,252 7,634 8% 15,915 15,073 6% Cost of goods sold (incl power & fuel cost) 4,853 4,479 9,287 8,809 Gross Profit 3,399 3,154 8% 6,628 6,264 6% Gross Profit Margin 41.2% 41.3% 41.6% 41.6% Emp
Slide 9: Consolidated Balance Sheet
Consolidated Balance Sheet Assets (INR in Mn) Sep-25 Mar-25 Equity & Liabilities (INR in Mn) Sep-25 Mar-25 Non - Current Assets 24,759 22,777 Total Equity 28,949 27,669 Property Plant & Equipments 18,448 17,780 Equity Share Capital 124 124 Right of use assets 1,318 1,195 Instruments entirely equity
Slide 10: Consolidated Cash Flow Statement
Consolidated Cash Flow Statement Particulars (INR in Mn) H1FY26 H1FY25 Profit Before Tax from continuing operations 1,799 1,398 Adjustments to reconcile profit before tax to net cash flows 1,137 1,260 Operating profit before working capital adjustments 2,936 2,658 Working capital adjustments (497) (
Slide 11: Recent Award Wins During The Quarter
Recent Award Wins During The Quarter Achieved the IGBC Platinum Rating for Plant 11 and ADS Plant Received No. 1 Star exporter award by Fkcci 2025 FKCCI CSR Award Quality Award from Knorr-Bremse 10
Slide 12: Fueling Growth through Capital Investments
Fueling Growth through Capital Investments By investing in innovation, expanding footprint and increasing automation, Sansera intends to capitalize on opportunities across diverse sectors in the engineering landscape Capex Breakdown (H1 FY26) FY26 Capex Plans Total capex of • Forging capacity expans
Slide 13: Company Overview
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Slide 14: Sansera: Manufacturer of High-End Precision Engineered Components
Sansera: Manufacturer of High-End Precision Engineered Components across Multiple Automotive and Non-Automotive Sectors Sansera is committed towards diversifying its revenue mix further in emerging segments to 40% while growing the overall business 17 Diversification Led Growth… Reflecting in Shifti
Slide 15: Powering Innovation and Growth for Four Decades
Powering Innovation and Growth for Four Decades • Commenced supply of semiconductor products Acquired Mape Sweden, • Added large non automotive a European manufacturer export customers of connecting rods for HCV 2025 • Initiated construction to expand the Pantnagar facility • Invested in a very larg
Slide 16: Delivering Precision Globally
Delivering Precision Globally Robust infrastructure & fungible manufacturing capabilities catering to 99 1 auto and non-auto customers across 28 countries2 Global Presence Integrated Manufacturing Manesar Pantnagar (1) (Gurgaon) (1) Mehsana (1) Chakan (Pune) (1) Bengaluru and Bidadi (10) Tumkur (2)
Slide 17: Engineering Led Legacy Solutions: Auto ICE
Engineering Led Legacy Solutions: Auto ICE Revenue Contribution (FY25) Key Customers 2Ws 37.1% 6.7% • All major Indian OEMs • Premium OEMs in Europe, US and Japan Motorcycle Scooters Connecting Crankshaft Rocker Arm Balancer Gear Shifter Flywheel Rods Shaft Fork • Major Indian and Japanese OEMs PV 1
Slide 18: Engineering Led Emerging Solutions: Auto (Tech-Agnostic and xEV)
Engineering Led Emerging Solutions: Auto (Tech-Agnostic and xEV) Revenue Contribution (FY25) Key Customers • European premium 2W OEMs XEV Drive Train Rotor Shaft Aluminium Balance Rings Gear Motor Counter Drive Rotor Shaft Housing Shift Lever Spacer Input Gear 5.9% • Leading European PV OEM • Major
Slide 19: Engineering Led Emerging Solutions: Non Auto
Engineering Led Emerging Solutions: Non Auto Revenue Contribution (FY25) Key Customers • All major Indian OEMs & Leading Indian ADS Actuator 4.4% Tier 1 Supplier • Global Tier 1 Supplier Door Fitting Actuation Door Beams Outer Fork Bottom Gimbal Housing Liner ADS • Global European aircraft OEM Panne
Slide 20: Strategic Entry into New Markets and Product Categories
Strategic Entry into New Markets and Product Categoriest 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-Auto
Slide 21: Deep Relationships with Customer Focussed Approach
Deep Relationships with Customer Focussed Approach Relationship with International 16 key light vehicle (LV) OEMs Domestic Relationship with 40% 12 20+ years key MHCV (longstanding Relationship OEMS relationships) with 13 key electric vehicle 20% (EV) OEMs 10+ years (longstanding relationships) Key
Slide 22: Experienced Management Team & Board of Directors
Experienced Management Team & Board of Directors… Experienced Professional Management Team Ss Praveen Chauhan Head of Corporate Strategy Vikas Goel Chief Financial Officer Rahul Kale Chief Operating Officer Hari Krishnan CEO – Aerospace, Defence & Semiconductor (ADS) division P R Suresh Rajesh Kumar
Slide 23: MMRFIC - A Partnership for Growth
MMRFIC - A Partnership for Growth Strategic investment in MMRFIC for optimizing on advancing radar technology The partnership presents a significant opportunity in advanced radar technologies, create Qualified Technologies For Aerospace & Defense powerful synergies and unlock new opportunities • mmW
Slide 24: Driving Growth, Scaling Strategically
Driving Growth, Scaling Strategically Fueling Growth through Capacity Building Leveraging Opportunity in the Emerging Auto Technologies Bolstering Prospects with Strategic Investments Future-proofing Business with Strategic Diversification Amplifying Efficiency through Digitization and Innovation 23
Slide 25: Financial Performance
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Slide 26: Sound Financial Performance
Sound 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% PAT 7.0% 6.6% 6.3% 6.7% 7.2% margin margin CAGR: 18 % CAGR: 16 % CAGR: 19% 2,169 30,168 5,148 28,114 4,799 PA
Slide 27: Consolidated Statement of Profit and Loss
Consolidated Statement of Profit and Loss Particulars (INR in Mn) FY25 FY24 FY23 FY22 FY21 Revenue From Operation 30,168 28,114 23,460 19,975 15,593 Cost of goods sold (incl power & fuel cost) 17,682 16,877 14,162 11,896 9,167 Gross Profit 12,485 11,237 9,299 8,079 6,425 Gross Profit Margin 41.4% 40
Slide 28: Revenue Mix Trend
Revenue Mix Trend Particular Q2FY26 Q1FY26 Q4FY25 Q3FY25 Q2FY25 Q1FY25 Q4FY24 Q3FY24 Q2FY24 Q1FY24 FY25 FY24 FY23 FY22 FY21 Segment wise revenue mix Auto-ICE 72.9% 72.7% 72.2% 75.8% 74.8% 71.8% 73.8% 76.1% 75.8% 76.1% 73.6% 75.4% 77.7% 83.4% 83.4% 2W-Motorcycles 37.9% 36.2% 36.9% 38.7% 37.3% 35.5% 3
Slide 29: Customer & Product Mix | Orderbook History
Customer & Product Mix | Orderbook History Particular FY25 FY24 FY23 FY22 FY21 Particular FY25 FY24 FY23 Customer Mix Order Book Customer 1 13.7% 14.5% 14.3% 16.6% 20.7% Customer 2 10.9% 10.3% 12.6% 11.9% 14.0% Opening Order Book 15.9 13.2 9.6 Customer 3 9.9% 11.0% 11.9% 10.2% 10.2% New Order wins 7
Slide 30: Annexures
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Slide 31: ESG Activities
ESG Activities International Yoga day Celebration BP Awareness Program in Bengur School ADOPTION OF TB PATIENTS OF ANEKAL TALUK - TB Health care program at Sansera supported schools Elimination program & event partners - Narayana Netralaya & KMYF 30
Slide 32: ESG Activities
ESG Activities Initiatives taken for Environment KYALASANAHALLI LAKE January 2017 Present • Hands-free Waste Processing TRASHBOT • Segregates into bio and Non-bio A de-centralised Components automated mixed waste • Handles all kinds of Mixed Waste segregator at • Output Efficiency of up to 99.7% BOM
Slide 33: Well Recognized for Achievements in the Sector
Well Recognized for Achievements in the Sector Maruti Suzuki BCIC FKCCI Autodeck Award for Part ESG in Manufacturing Award in Award in Digital Development Sector Sustainability Innovation 2024-25 2025 2025 2025 Yamaha Honda Honda Motor India ACMA Supplier Conference Annual Supplier Delivery & Qualit
Slide 34: Thank you
For more information please contact: Company: Sansera Engineering Limited CIN: L34103KA1981PLC004542 Mr. Rajesh Kumar Modi, Company Secretary & Compliance Officer Email id: rajesh.modi@sansera.in Investor Relations Advisor: Thank you Strategic Growth Advisors Pvt Ltd. CIN: U74140MH2010PTC204285 Shik
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