Slide 1: Cover letter to stock exchanges: Investors Presentation
February 09, 2026 The National Stock Exchange of India Ltd The Department of Corporate Services Exchange Plaza, C-1, Block G BSE Limited, Bandra – Kurla Complex P.J. Towers, Dalal Street Mumbai 400051 Mumbai 400001 Scrip Symbol: SANSERA Scrip Code: 543358 Dear Sir/ Madam Subject: Investors Presentat
Slide 2: Sansera Engineering Limited Q3FY26 Investor Presentation
Sansera Engineering Limited Q3FY26 Investor Presentation
Slide 3: Performance Highlights
Performance Highlights
Slide 4: Management Commentary
Management Commentary “I am thrilled to update you that Sansera has set a new quarterly performance benchmark for revenue and EBITDA at INR 9,077 Mn and EBITDA of INR 1,639 Mn (18.1% margin), respectively. Recent Labour code changes have resulted in one-time exceptional charge of INR 162 Mn. Our str
Slide 5: Inauguration of New Plant in Pantnagar, Uttarakhand (Feb-26)
Key highlights Total ground ~2.7 lakh Sq ft area: › Key products: Crank Shafts & Crank shaft assemblies Inauguration of New Plant in › Customer focus: Domestic 2W OEMs Pantnagar, Uttarakhand (Feb-26) › The plant is equipped with best-in-class machines with high degree of automation capabilities › Of
Slide 6: Proposed JV with Nichidai Corporation
Proposed JV with Nichidai Corporation Strategic Rationale Nichidai Sansera Private Limited › This collaboration brings together Nichidai Corporation’s (Proposed JV) 50 years of expertise in manufacturing dies, precision components, and filters developed across operations in Japan and Thailand, with
Slide 7: Highest Ever Nine-monthly Performance
Highest Ever Nine-monthly Performance INR in Mn Margin (%) Sansera delivered a solid growth of 24.7% along with a margin expansion at EBITDA levels Revenue EBITDA PAT › In Q3FY26, the India Business delivered a growth of 13.7% YoY, whereas the international Highest Highest business delivered much fa
Slide 8: Sales Mix Trends
Sales Mix Trends INR in Mn Auto – ICE Auto-Tech Agnostic xEV Non-Auto Q3FY26 Sales Contribution 5,665 5,755 20% 5,089 1,742 699 8% 687 387 383 1,028 5% 518 340 67% 765 Auto ICE Tech - Agnostic Q3FY25 Q2FY26 Q3FY26 Q3FY25 Q2FY26 Q3FY26 Q3FY25 Q2FY26 Q3FY26 Q3FY25 Q2FY26 Q3FY26 xEV Non Auto Q3FY26 Geo
Slide 9: 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. 22.0 Bn Rs. 18.5 Bn Rs. 20.2 Bn Rs. 21.5 Bn Rs. 24.1 Bn ADS 24% › Order book represents peak annu
Slide 10: ADS Segment Highlights
ADS Segment Highlights INR in Mn Segment Revenue Cumulative unexecuted order backlog Existing ADS Capacity 2,127 38,678 140,000 sq ft 2/3 of the space 1/3 of the space 1,194 12,092 28,713 Covered area of current dedicated for dedicated for defence facility Aerospace & Semicon 496 367 INR 6,000 Mn 26
Slide 11: Consolidated Profit & Loss
Consolidated Profit & Loss Particulars (INR in Mn) Q3FY26 Q3FY25 YoY 9MFY26 9MFY25 YoY Revenue From Operation 9,077 7,278 25% 24,992 22,351 12% Cost of goods sold (incl power & fuel cost) 5,426 4,214 14,712 13,086 Gross Profit 3,651 3,064 19% 10,279 9,265 11% Gross Profit Margin 40.2% 42.1% 41.1% 41
Slide 12: Recent Award Wins During The Quarter
Recent Award Wins During The Quarter Supplier Summit 2025 ADS- 2025 Manufacturing Excellence- Quality Award- Pune Plant Plant 9 Outstanding Award under the Make in India Mission Airbus Sustainability Award by Proactive Zero-Defect Recognition – Plant 9 Ducati Motor Approach category- Plant 11 10
Slide 13: 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 (9M FY26) FY26 Capex Plans Total capex of • Forging capacity expans
Slide 14: Company Overview
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Slide 15: 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 18 Diversification Led Growth… Reflecting in Shifti
Slide 16: Powering Innovation and Growth for Four Decades
Powering Innovation and Growth for Four Decades • Commenced operations at Acquired Mape Sweden, Commenced the new plant in Pantnagar. a European manufacturer production of tech- • Signed a JV with Nichidai of connecting rods for agnostic aluminium- Corporation, Japan to HCV forged & machined 2026 ma
Slide 17: Delivering Precision Globally
Delivering Precision Globally Robust infrastructure & fungible manufacturing capabilities catering to 104 1 auto and non-auto customers across 29 countries2 Global Presence Integrated Manufacturing Manesar Pantnagar (2) (Gurgaon) (1) Mehsana (1) Chakan (Pune) (1) Bengaluru and Bidadi (10) Tumkur (2)
Slide 18: Engineering Led Legacy Solutions: Auto ICE
Engineering Led Legacy Solutions: Auto ICE Revenue Contribution (9M FY26) Key Customers 2Ws 35.3% 5.3% • 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 P
Slide 19: Engineering Led Emerging Solutions: Auto (Tech-Agnostic and xEV)
Engineering Led Emerging Solutions: Auto (Tech-Agnostic and xEV) Revenue Contribution (9M FY26) 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 4.8% • Leading European PV OEM • Maj
Slide 20: Engineering Led Emerging Solutions: Non Auto
Engineering Led Emerging Solutions: Non Auto Revenue Contribution (9M FY26) Key Customers • All major Indian OEMs & Leading Indian ADS Actuator 8.8% Tier 1 Supplier • Global Tier 1 Supplier Door Fitting Actuation Door Beams Outer Fork Bottom Gimbal Housing Liner ADS • Global European aircraft OEM Pa
Slide 21: 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 22: 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 23: 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 24: 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 25: 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 26: Financial Performance
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Slide 27: 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 28: 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 29: Sales Mix Trend
Sales Mix Trend Particular Q3FY26 Q2FY26 Q1FY26 Q4FY25 Q3FY25 Q2FY25 Q1FY25 Q4FY24 Q3FY24 Q2FY24 Q1FY24 FY25 FY24 FY23 FY22 FY21 Segment wise revenue mix Auto-ICE 67.1% 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 32.3% 37.9% 36.2% 36.9% 38
Slide 30: 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 31: Annexures
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Slide 32: ESG Activities
ESG Activities Ramanagara Education Project Health Camp Industry Visit Blood Donation Camp Tree Plantation 30
Slide 33: 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 34: 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 35: 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