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Sansera Engineering total revenues on the consolidated basis for the quarter stood at ₹ 1,021 crore

ICICIdirect Research 13 Aug 2026 DISCLAIMER

News: Sansera Engineering total revenues on the consolidated basis for the quarter stood at ₹ 1,021 crore (up 33% YoY) with EBITDA at ₹196 crore and corresponding EBITDA margins at 19.2% (down 10 bps QoQ). PAT in Q1FY27 came in at ₹ 87 crore (up ~39% YoY). Its cumulative order book as of Q1FY27 end is pegged at ~₹ 1,849 crore (peak revenues to be attained in about 3 years, ex-ADS).

View: The quarterly performance at Sansera was healthy both on the topline as well as margins front. Company delivered its highest ever quarterly revenue with a growth of 17.4% YoY in domestic business, whereas the international business delivered a growth of ~71% YoY. International business significantly outperformed largely driven by semiconductor business. In the high growth ADS Segment (Aerospace, Defence & semiconductor) revenue for Q1FY27 stood at ₹ 145 crores and has an unexecuted order backlog of ₹4,437 crores (executable in 5 years). The company further guides for ~₹550-₹600 crores revenue from this segment in FY27 (~2x YoY). We await management commentary on orderbook execution guidance for new growth segments. 

Impact: Positive

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