Sansera Engineering delivered a new quarterly performance benchmark for Q3FY26, achieving Revenue of INR 9,077 Mn (up 25% YoY) and EBITDA of INR 1,639 Mn (up 29% YoY), reflecting an 18.1% margin. The growth was fueled by strong international business (up 59.9% YoY) and outstanding performance in the Non-Auto segment (up 127.9% YoY). The company also announced the strategic JV with Nichidai and highlighted operational milestones like the new Pantnagar plant.
Q3FY26: Setting New Performance Benchmarks
Sansera Engineering announced a strong financial performance for the quarter ended December 31, 2025 (Q3FY26). Revenue from Operations reached an all-time high of INR 9,077 Mn, marking a 25% YoY growth. EBITDA also hit a record at INR 1,639 Mn, exhibiting a margin of 18.1%, supported by operating leverage. Profit After Tax (PAT) stood at INR 694 Mn (up 24% YoY). An exceptional charge of INR 162 Mn related to recent Labour code changes was noted, which, if excluded, would show a 53% YoY growth in PAT for the quarter.
Nine-Month Highlights (9MFY26)
For the nine months ended December 31, 2025, Revenue was INR 24,992 Mn (up 12% YoY), and EBITDA grew by 13% YoY to INR 4,391 Mn. PAT for the period was INR 2,038 Mn (up 29% YoY). The company sustained a strong EBITDA margin of 17.6% for the nine-month period.
Segmental Performance and Growth Drivers
The International business delivered significantly faster growth at 59.9% YoY in Q3FY26, driven by robust exports to the USA (50.5% YoY growth) and a nearly 3x surge in exports to other countries (Semiconductor business). The Non-Auto Segment recorded the highest ever quarterly performance with a YoY growth of 127.9%, largely attributed to the ADS segment delivering multifold growth.
- Auto ICE Share: Moderated to 67.1% in Q3FY26 (down from 75.8% in Q3FY25).
- Tech-Agnostic & xEV Share: Increased to 12.6% (up from 12.8% in Q3FY25, though the long-term contribution target is 20%).
- Non-Auto Share: Increased to 20.3% in Q3FY26 (up from 11.4% in Q3FY25).
Strategic Focus and Future Outlook
Management Commentary Highlights (Mr. B R Preetham, CEO)
Management expressed enthusiasm over setting new benchmarks and noted improved margin profiles due to operating leverage. Key strategic moves include:
- ADS Segment: Delivered fourfold growth YoY in sales, with a cumulative unexecuted order backlog standing at INR 38,678 Mn (executable in ~5 years). FY27 ADS revenue guidance is INR 5,000 – 6,000 Mn.
- New Business Order Book: Overall peak annual revenues for new business stand at INR 24,124 Mn (as on Dec-25), expected to peak in the next 3 years.
- Diversification: A strategic JV with Nichidai Corporation (60:40 partnership) was signed to manufacture advanced components not currently made by Sansera, aiming to expand into high-value, technology-agnostic segments.
Operational Updates
The company inaugurated its New Plant in Pantnagar, Uttarakhand in February 2026. This facility focuses on domestic 2W OEMs and has a total ground area of ~2.7 lakh Sq ft.
Capital Investments
Total Capex for 9M FY26 was INR 3,652 Mn, with 67% allocated to Plant & Machinery. FY26 Capex plans include forging capacity expansion, acquiring ADS equipment, and capacity creation at the Pantnagar facility.
Financial Health and Awards
Historical financial analysis shows steady growth:
- Revenue CAGR (FY21-FY25) is 18%, reaching INR 30,168 Mn in FY25.
- EBITDA CAGR (FY21-FY25) is 16%, with margins consistently above 16.4% in the last four years.
- The company received several recognitions, including the TVS Supplier Sustainability Transformation Excellence Award and the ADS-2025 Manufacturing Excellence Award, demonstrating commitment across quality, sustainability, and zero-defect approaches.
Source: BSE
