Sansera Engineering (SANSERA) Q1 26/27 earnings summary

Executive summary

• Achieved record quarterly revenue of INR 10,213 million in Q1 FY27, up 33% year-over-year, with resilient EBITDA and PAT margins at 19.2% and 8.6% respectively.

• Non-auto segment delivered record sales, contributing 20.8% of total revenue, with ADS business as the primary growth driver and over 3x YoY growth.

• Auto-Tech Agnostic and xEV segment posted record sales, up 22.2% YoY, while Auto ICE grew 20.8% YoY but its share moderated to 65% due to faster Non-Auto growth.

• International business outperformed with 71.4% YoY growth; exports to other foreign countries increased more than 3x YoY, led by semiconductor business.

• Board approved unaudited standalone and consolidated financial results for the quarter ended June 30, 2026, with statutory auditors issuing an unmodified review report.

Financial highlights

• Q1 FY27 consolidated revenue reached INR 10,213 million, a 33% year-on-year increase; standalone revenue was INR 9,111.70 million.

• EBITDA grew 48% year-on-year to INR 1,961 million; margin expanded to 19.2% from 17.2% YoY.

• PAT at INR 874 million, up 39% year-on-year; adjusted PAT (excluding exceptional item) at INR 1,000 million.

• EPS (consolidated, basic) for Q1 FY27 was Rs 13.89, up from Rs 10.01 in Q1 FY26.

• Exceptional charge of INR 169 million for US litigation settlement; provision of INR 126 million for US import duty tariff included in costs.

Outlook and guidance

• Management expects high teens to 20% overall revenue growth for FY27, with strong momentum in both ADS and non-ADS businesses.

• ADS segment revenue guidance for FY27 is INR 5,500–6,000 million.

• CapEx program to be phased with customer validations and order visibility; focus on profitable, sustainable growth.

• Board recommended a final dividend of Rs 4 per equity share for FY26, subject to shareholder approval at the AGM.