Sansera Engineering Limited has informed the Exchange about Investor Presentation
November 12, 2025
The National Stock Exchange of India Ltd Exchange Plaza, C-1, Block G Bandra – Kurla Complex Mumbai 400051
The Department of Corporate Services BSE Limited, P.J. Towers, Dalal Street Mumbai 400001
Scrip Symbol: SANSERA
Scrip Code: 543358
Dear Sir/ Madam
Subject: Investors Presentation
Please find attached a copy of Investors presentation that would be used in the earnings call on November 13, 2025 at 9.30 am (IST) on the unaudited financial results of the Company for the quarter and six months’ ended September 30, 2025.
The above presentation will also be made available on the website of our Company at www.sansera.in.
Kindly take the same in your record.
Thanking you,
for Sansera Engineering Limited
Rajesh Kumar Modi Company Secretary and Compliance Officer M.No. F5176
Encls: a/a
SANSERA ENGINEERING LIMITED
Reg Off: Plant 7, No. 143/A, Jigani Link Road, Bangalore-560 105, India, Tel: +91 80-27839081/82/83. Fax: +91 80-27839309 E-mail id: info@sansera.in Website: www.sansera.in CIN: L34103KA1981PLC004542
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Sansera Engineering Ltd
Q2FY26 Investor Presentation
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Performance Highlights
Management Commentary
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“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 maintained robust profitability with EBITDA margins at 17.3% and PAT at 8.7%.
Our benchmark performance during the quarter was driven by the standout performance of the ADS division, which
registered sales of INR 496 million and targeting annual sales of INR 3,000 to 3,200 million in FY26. With over 400
employees under the able leadership of Mr. Hari Krishnan, this segment has become a strategic priority for Sansera. In line
with our unexecuted order backlog of INR 39,533 million, we are committed to invest towards this business.
Mr. B R Preetham Executive Director & CEO
The uptrend in the Indian auto space following GST cuts is expected to benefit the entire industry, especially entry-level
vehicles. We look forward to capitalizing on this opportunity with our traditional and new-age components, which bring in
higher kit values.
From a geographic perspective, we are constantly expanding our horizons and engaging with prospective customers in newer
geographies, particularly Japan and Korea.
Over the years, future-proofing and diversification have been our north star. With our high-precision offerings in both auto
and non-auto segments, we continue to move forward in this direction to generate stronger-than-industry growth.”
2
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Performance Highlights
›
In Q2FY26, the India Business delivered a growth of 8.5% YoY, whereas the international business delivered a growth of 7.3% YoY
› Within the international business, there was a mixed performance across
geographies
› Exports to USA grew by a strong 14.9% on a YoY basis, primarily driven by
improvement in offroad, industrial engines and ADS segment
› Sweden business continues to remain strong with sales of Rs. 589 Mn,
79.1% YoY growth
› Exports to Europe (excluding sales from Sweden Plant) witnessed a decline
due to the supply chain challenges and slowdown in PVs segment
› Exports to other countries delivered the highest growth amongst the international business. It grew by 28.3% YoY. This is largely driven by ADS segment
› Within the business segments, Non-auto business grew at a much faster rate as
compared to the Auto business during the quarter
› ADS delivered an exceptional growth of 80.0% YoY, this quarterly run rate
is expected to accelerate from hereon
› Off-Road and Agriculture segment delivered a YoY growth of 46.7% and
17.7% YoY, respectively
› On the Auto side:
› 2-Wheeler continues to deliver a decent growth of 7.1% YoY, led by a 12.4% YoY increase in motorcycles, while scooters saw a decline of 11.2%
› PV segment de-grew by 11.3% primarily due to slower demand in the
international market
› CV segment achieved a strong growth of 18.3% YoY largely owing to the
Sweden business
INR in Mn
Margin (%)
Revenue
EBITDA
PAT
8%
7,634
8,252
17.4%
17.3%
6.8%
8.7%
7%
1,331
1,431
+38%
714
516
Q2FY25
Q2FY26
Q2FY25
Q2FY26
Q2FY25
Q2FY26
6%
17.3%
17.3%
6.8%
8.4%
15,073
15,915
6%
2,607
2,752
+32%
1,344
1,018
H1FY25
H1FY26
H1FY25
H1FY26
H1FY25
H1FY26
3
Sales Mix Trends Sales Mix Trends
INR in Mn
Auto – ICE
Auto-Tech Agnostic
xEV
Non-Auto
Q2FY26 Sales Contribution
5,367
5,194
5,665
662
708
687
494
369
387
657
1,028
869
13%
9%
5%
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153, 153, 153
75, 140, 163
Q2FY25
Q1FY26
Q2FY26
Q2FY25 Q1FY26 Q2FY26
Q2FY25 Q1FY26 Q2FY26
Q2FY25 Q1FY26 Q2FY26
Q2FY26
Q2FY25
Q1FY26
H1FY26
H1FY25
Sales mix (%)
India
Europe
USA
Other Foreign Countries
International
Exports from India
Sweeden Sales
TOTAL
Historical Data Available on slide 27 & 28
70.2%
16.3%
8.8%
4.7%
29.8%
22.2%
7.6%
100.0%
69.9%
17.8%
8.3%
4.0%
30.1%
25.5%
4.6%
100%
68.7%
19.9%
8.4%
3.0%
31.3%
22.4%
8.9%
100%
69.5%
18.0%
8.6%
3.9%
30.5%
22.3%
8.2%
68.8%
18.7%
9.2%
3.3%
31.2%
26.4%
4.8%
100.0%
100.0%
India
USA
Europe
Other Foreign countries
4
73%
Auto ICE
Tech - Agnostic
xEV
Non Auto
Q2FY26 Geographical Mix
5%
9%
16%
70%
Peak Annual Revenues for New Business
Expanding product portfolio and customer base with a focus on capitalizing on the high-growth emerging segments
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Segment wise Orderbook*
Rs. 20.1 Bn
Rs. 22.0 Bn
Rs. 18.5 Bn
Rs. 20.2 Bn
Rs. 21.5 Bn
Non-auto
25%
Auto-Tech Agnostic & xEV
26%
Auto-ICE
49%
30%
25%
45%
33%
17%
50%
36%
19%
35%
17%
45%
48%
Sep-24
Dec-24
Mar-25
Jun-25
Sep-25
INR in Mn
Key highlights
• Order book represents peak annual
revenues for new business
• This is based on LOIs / POs for which production has started beyond 1-Apr- 2025 or is yet to start.
• This orderbook is expected to reach its peak annual revenue in the next 3 years
•
In addition, the company is continuously working on adding new orders in all the segments
ADS
24%
xEV
7%
Tech Agnostic
10%
PV + CV
2W
31%
17%
Domestic
Global
40%
60%
38%
62%
38%
62%
37%
63%
37%
63%
Total value of
Rs. 21,458 Mn
Represents LOIs / POs for which production has started beyond 1-Apr-2025 or is yet to start. *Order book represents peak annual revenues for new business
5
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ADS Segment Highlights
INR in Mn
Segment Revenue
Total Unexecuted Order Backlog
Existing ADS Capacity
496
367
28,713
11,684
276
864
39,533
Q2FY25
Q1FY26
Q2FY26
H1FY26: 864
Mar-25
New orders
Orders executed in H1FY26
Sep-25
FY26 ADS Revenue guidance of INR 3,000 – 3,200 Mn
Total order Booked Value ~ INR 39,533 Mn
FY27 ADS Revenue guidance of INR 5,000 – 5,500 Mn
This order backlog is executable in ~ 5 years
140,000 sq ft Covered area of current facility
2/3 of the space dedicated for Aerospace & Semicon
1/3 of the space dedicated for defence
INR 6,000 Mn Revenue potential at fully planned capacity utilization
Future Plans
•
•
•
Planned capex of INR 2,500 Mn over the next few years towards building, machinery, etc.
Entered to regular production of semi-conductor parts manufacturing ramp- up in 2026-Q3 & Q4 is the stable period.
Entering into more complex and large structural parts, supported with in- house surface treatment facility
6
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Consolidated Profit & Loss Consolidated Profit & Loss
Particulars (INR in Mn)
Revenue From Operation
Cost of goods sold (incl power & fuel cost)
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Gross Profit
Gross Profit Margin
Employee benefit expenses
191, 191, 191
Other Expenses
EBITDA
EBITDA Margin
Other Income
Depreciation and amortisation expense
EBIT
EBIT Margin
Finance Cost
Profit before Tax
Share of net profit of associates accounted for using the equity method, net of tax
Tax
Profit After Tax
Profit After Tax Margin
EPS – Basic (Rs.)
EPS – Diluted (Rs.)
Q2FY26
Q2FY25
8,252
4,853
3,399
41.2%
1,584
384
1,431
17.3%
116
503
1,044
12.6%
81
962
-10
238
714
8.7%
11.56
11.53
7,634
4,479
3,154
41.3%
1,101
722
1,331
17.4%
39
425
944
12.4%
230
715
-3
195
516
6.8%
9.38
9.38
YoY
8%
8%
7%
11%
35%
38%
H1FY26
15,915
H1FY25
15,073
9,287
6,628
41.6%
2,780
1,096
2,752
17.3%
233
980
2,006
12.6%
186
1,820
-20
455
1,344
8.4%
21.61
21.54
8,809
6,264
41.6%
2,169
1,488
2,607
17.3%
42
825
1,824
12.1%
422
1,402
-4
380
1,018
6.8%
18.62
18.47
YoY
6%
6%
6%
10%
30%
32%
7
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Consolidated Balance Sheet Consolidated Balance Sheet
Assets (INR in Mn)
Non - Current Assets
Property Plant & Equipments
Right of use assets
CWIP
Goodwill
191, 191, 191
Intangible assets
Investments accounted for using the equity method
153, 153, 153
Financial Assets
i) Investments
ii) Loans
iii) Other Financial Assets
Current tax assets (Net)
Other Non Current Assets
Current Assets
Inventories
Financial Assets
(i) Investments
(ii) Trade receivables
(iii) Cash and cash equivalents
(iv) Bank balances other than cash and cash equivalents
(v) Loans
(vi) Other financial assets
Other Current Assets
Total Assets
Sep-25
24,759
18,448
1,318
2,398
385
41
392
312
4
339
83
1,039
15,000
6,140
13
4,660
545
2,969
34
120
518
Mar-25
22,777
17,780
1,195
1,945
361
40
313
195
2
312
91
542
14,594
5,010
Equity & Liabilities (INR in Mn)
Total Equity
Equity Share Capital
Instruments entirely equity in nature
Other Equity
Non Controlling Interests
Non-Current Liabilities
Financial Liabilities
(i) Borrowings
(ia) Lease liabilities
(iii) Other Financial Liabilities
Provisions
Deferred Tax Liabilities (Net)
Other non-current liabilities
Current Liabilities
Financial Liabilities
9
(i) Borrowings
4,546
(ia) Lease liabilities
515
3,715
33
90
675
(iii) Trade payables
(iv) Other financial liabilities
Other Current Liabilities
Provisions
Current tax liabilities (Net)
39,759
37,372
Total Equity & Liabilities
Sep-25
28,949
124
28,648
177
3,732
1,396
1,050
49
804
433
Mar-25
27,669
124
0
27,372
173
3,960
1,713
944
45
799
458
7,078
5,743
1,797
150
4,161
461
375
50
83
1,269
129
3,623
282
371
23
45
39,759
37,372
8
Consolidated Cash Flow Statement Consolidated Cash Flow Statement
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Particulars (INR in Mn)
Profit Before Tax from continuing operations
Adjustments to reconcile profit before tax to net cash flows
Operating profit before working capital adjustments
Working capital adjustments
Cash generated from Operations
Direct taxed paid (net)
Net Cash generated from Operating Activities
Net Cash used in Investing Activities
Net cash (used in)/generated from financing activities
Net increase/(decrease) in cash and cash equivalents
Add: Cash & Cash equivalents at the beginning of the period
Effect of exchange differences on translation of foreign currency cash and cash equivalents
Cash & Cash equivalents at the end of the period
H1FY26
H1FY25
1,799
1,137
2,936
(497)
2,438
(389)
2,049
(1,883)
(1)
165
515
(134)
545
1,398
1,260
2,658
(402)
2,255
(296)
1,959
(2,937)
1,677
699
486
(33)
1,152
9
Recent Award Wins During The Quarter
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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
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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
•
Forging capacity expansion to support growth
• ADS equipment in line with current orderbook
• Capacity creation in new facility at Pantnagar with
high focus on domestic 2W components
Total capex of
INR 2,034 Mn
11%
64%
22%
3%
Land & Building
Plant & machinery
Others
CWIP
Non - Auto
Auto PV/CV
Auto 2W (Legacy components)
Auto (Tech. agnostic + xEV)
Common capex
Maintenance
43%
24%
5%
3%
23%
2%
11
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Company Overview
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
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4 Decades of Engineering Expertise
17 Integrated Manufacturing Units
Long-standing relationship with top OEMs
97+ Clients across 27 countries
In-house Machine Building & Automation capabilities
11,300 Employees with 575 Engineers
Strong Financial Performance (INR Mn)
Margin (%)
Revenue
30,168
EBITDA
PAT
18.1%
17.1%
17.3%
7.0%
7.2%
8.4%
5,148
2,169
15,593
15,915
2,821
2,752
1,099
1,344
FY21
FY25 H1FY26
FY21
FY25 H1FY26
FY21
FY25 H1FY26
Diversification Led Growth… Reflecting in Shifting Revenue Mix
Auto ICE
Auto Tech-agnostic & xEV
Non-Auto
73% FY25 (83% - FY21)
15% FY25 (5% - FY21)
12% FY25 (12% - FY21)
2W
PV
CV
Tech agnostic
xEV
H1FY26
42.6%
16.4%
13.2%
FY25
FY21
43.8%
18.6%
10.5%
45.7%
23.4%
13.4%
9.4%
8.9%
5.0%
5.1%
5.9%
-
ADS
5.8%
4.4%
3.8%
Others
6.9%
7.2%
7.8%
Emerging segments
2011 Light Commercial Vehicles
2013 Aerospace Milestone
2017 Global Expansion
2024 Semicon Equipment
Began strengthening portfolio with light commercial vehicle components
Launched a dedicated facility to manufacture aerospace components
Acquired Sansera Sweden, marking entry into the heavy commercial vehicle segment and reinforcing global presence.
Extending commitment to high precision by entry into semiconductor fab equipment and critical component segments
13
Powering Innovation and Growth for Four Decades
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Acquired Mape Sweden, a European manufacturer of connecting rods for HCV
2014
2015
2017
2013
Obtained investment from Client Ebene Ltd & CVCIGP Il Employee Ebene Ltd.
Initiated operations at the dedicated facility for Aerospace
Commenced the production of tech- agnostic aluminium- forged & machined parts
2019
2025
• Commenced supply of semiconductor products
• Added large non automotive
export customers
• Initiated construction to
expand the Pantnagar facility
• Invested in a very large
piece of land 55 acres in Karnataka.
2024
• Started operations of a
new machining facility at Plant 11, Bidadi
• Commenced export of EV components for PVs and CVs
Started the supply of machined connecting rods to KirloskarToyota
2012
Opened a dedicated facility to Manufacture Aerospace components and AS9100 certification
2004 - 2008
1981
1986
1990
Incorporated by Mr S Sekhar Vasan
Received the first purchase order from Maruti Udyog Limited
Inducted co-promoters, Mr F R Singhvi, Mr Unni Rajgopal & Mr D Devarai
• Commenced operations at new plants in Haryana, Maharashtra and Uttarakhand Secured investment from Monsoon India Inflection Equity Fund
•
•
•
• Initiated development of suspension
& drivetrain components for a leading domestic electric 2W OEM
• Engineered multiple drivetrain components for hybrid PVs & advanced steering components for PVs
• Commenced the development of
crankshafts for braking assemblies in HCVs
• Achieved Platinum Certification for Plant 11 under the IGBC Green Factory Buildings rating programme
2022
2020
2021
2023
• Concluded the construction of new
Aerospace and Defense plant • Strategic investment in MMRFIC Technology Pvt Ltd (Bengaluru)
• Secured business for larger connecting rods from a North American based OEM
• Began construction of a dedicated
machining facility at Plant 11 in Bidadi
Initiated the development of components for PV braking assemblies and BEV drivetrains Secured a prestigious project for machining aircraft engine casings
• Achieved a significant milestone by listing on
NSE and BSE
Established a new machining facility dedicated to aluminum-forged parts production
14
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Delivering Precision Globally
Robust infrastructure & fungible manufacturing capabilities catering to 991 auto and non-auto customers across 28 countries2
Global Presence
Integrated Manufacturing
Manesar (Gurgaon) (1)
Mehsana (1)
Chakan (Pune) (1)
Bengaluru and Bidadi (10)
Pantnagar (1)
Tumkur (2)
Fungible Production Lines Key Highlights Interchangeable capacity across auto and non-auto
32% Total Product Sales from Exports (FY25)
Revenue Across Geographies (FY25)
9% 4%
18%
India
Europe
USA
69%
Other Foreign countries
15
28 Countries2
Client Presence
Manufacturing Facilities
2W OEM Clientele
PV OEM Clientele
Maps not to scale. All data, information, and maps are provided "as is" without warranty or any representation of accuracy, timeliness or completeness.
Notes: 1. Some customers may appear in more than one category. 2. Including India.
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Engineering Led Legacy Solutions: Auto ICE
Revenue Contribution (FY25)
Key Customers
2Ws
Connecting Rods
Crankshaft
Rocker Arm
Balancer Shaft
Gear Shifter Fork
Flywheel
37.1% Motorcycle
6.7% Scooters
• All major Indian OEMs • Premium OEMs in Europe, US and Japan
153, 153, 153
9
PV
Bogy Nozzle
Gear Fork Shift
Timing Sprocket
Adapter
Lever Shift
Finger Follower
Housing Shift Levers
CV
Fractured Con Rod
Gear Shifter Fork
Braking Crank Shaft
Parking Pawl
Guide Bush
73%
Total FY25 Revenue contribution
• Proven track record of developing complex and critical precision engineered components consistently automotive for achieving excellence over the years
sector,
the
18.6% Passenger Vehicles
10.5% Commercial Vehicles
• Major Indian and Japanese OEMs • Indian multinational automotive manufacturing company
• Key North American and European OEMs • Global Tier 1 Supplier
• Leading Indian & European OEMs • Global supplier of actuation and motion
control systems
• Major European, Japanese and US OEMs • Global Supplier of Braking Systems
60%
Total Long term Revenue contribution
• While the share of Auto ICE has moderated, it continues to
remain a robust and growing foundation for operations
• Potential to grow business further both in domestic and
global markets
• Consolidating product manufacturing across facilities to
harness synergies and unlock capacity efficiencies
Note: Balance Revenue is from 3W segment
16
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Engineering Led Emerging Solutions: Auto (Tech-Agnostic and xEV)
XEV
Drive Train Rotor Shaft
Aluminium Balance Rings
Gear Motor Counter Drive
Rotor Shaft
Housing Shift Lever
Spacer Input Gear
Hollow Shaft
Attachment Lower Ball Joint
Revenue Contribution (FY25)
Key Customers
5.9% XEV
• European premium 2W OEMs • Leading European PV OEM • Major Europe and US-based Tier 1
customer
Hub
Tech – Agnostic
Rear Spring Bracket
Differential Lock Hook
Tilt Cabin Parts
Stemcomp Steering
Foot Lever
Starter Gear Bracket
Footrest
Foot Lever Mirror Hosing Footrest Bracket Side Stand
Foot Lever
8.9% Tech - Agnostic
• Key Indian EV OEMs • Major Indian UK and OEM • Major North American and European EV
OEM
15%
Total FY25 Revenue contribution
• Specializes in providing innovative and high- performance solutions tailored to meet the evolving needs of the tech-agnostic and xEV automotive segments.
Total Long term Revenue contribution
20%
•
• Strategically positioned
to capitalise on opportunities in Tech-Agnostic and xEV space Investing technologies and developing lightweight and high efficiency components to cater to the evolving needs of EV manufacturers
in advanced
the growing
• Operationalise a dedicated facility for hybrid and electric underscoring Bengaluru
plant,
components within commitment to the EV sector
17
Engineering Led Emerging Solutions: Non Auto
Revenue Contribution (FY25)
Key Customers
10, 43, 112
50, 140, 204
0, 195, 189
191, 191, 191
153, 153, 153
75, 140, 163
ADS
Off Road
Agri- culture
Door Fitting
Actuation Gimbal
Door Beams
Actuator Housing
Outer Fork
Bottom Pannel
Liner
Door Fitting Engine Mounting
Bracket
Mounting Bracket
Adapter Hub
Bracket
Shackle
Pump Barrel Cam Shaft Connecting Rod Common Rail
Others
Connecting Rod
Crankshaft Rocker Arm
Crankshaft
Valve Bridge
12%
Total FY25 Revenue contribution
•
In FY25, the company made significant strides in diversifying non-automotive portfolio, with the segment now distinctly categorised into ADS and non-ADS verticals.
4.4% ADS
3.4% Off Road
2.0% Agriculture
1.8% Others
• All major Indian OEMs & Leading Indian
Tier 1 Supplier
• Global Tier 1 Supplier • Global European aircraft OEM • Semicon Fab Equipment OEMs
• Major Indian and Japanese OEMs •
Indian arm of a global supplier of fuel injection systems Indian arm of a global engine-based fuel
•
• Global Recreation Vechicle OEM
•
Indian arm of a global manufacturing and supply chain management co.
• Global OEM of Earth Moving Equipment • Subsidiary of a leading global power
tools manufacturer
20%
Total Long term Revenue contribution
• Foresee tremendous growth potential in the ADS segment,
supported by a rebound in aerospace demand
• New
customer wins,
in and semiconductor equipment manufacturing are expected to fuel the growth
rising opportunities
• The upward trajectory is expected to be accelerated by the addition of another large aerospace OEM and the ramp-up of semiconductor-related business
18
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
GSF (2W)
Split Connecting Rod (PV)
Fractured Connecting Rod (PV)
GSF (PV)
Integral Crankshaft (2W)
Suspension parts (2W)
Non-Auto (Agri, Industrial)
Cabin Tilt System (HCV)
Non-Auto/ (Engg. & Capital Goods)
Braking Assembly parts (PV, HCV)
Drive train parts (2W EV)
Aluminum Forging chassis Parts
New variants Aluminum & Steel parts (2W)
Semicon parts
High focus on new age comps in Auto side and Non-auto comps in recent years
10, 43, 112
50, 140, 204
0, 195, 189
191, 191, 191
153, 153, 153
75, 140, 163
FY
1987
1997
2004
2006
2008
2010
2014
2016
2017
2018
2019
2020
2020
2021
2021
2022
2023
2024
2025
Rocker Arms (PV)
Connecting Rod (2W)
Crankshaft (2W)
Aerospace parts
Drive Train / Chassis parts (PV)
Connecting Rod, Valve Bridge (HCV)
Aluminum Forged Parts (2W)
Drive train components (Hybrid EVs)
Rotor Parts (2W EV)
Steering parts (PV)
Suspension parts (Off-road) / Power transmission (Non-auto)
Engine Casing (Aerospace)
Aerospace Aero structures parts
Defense parts
EV / Tech-agnostic / Aluminium Comps
Non-Auto Comps
19
Deep Relationships with Customer Focussed Approach
10, 43, 112
50, 140, 204
0, 195, 189
191, 191, 191
153, 153, 153
75, 140, 163
Relationship with 16 key light vehicle (LV) OEMs
International
Domestic
Relationship with 12 key MHCV OEMS
Relationship with 13 key electric vehicle (EV) OEMs
Key collaborations with 2 leading global EV OEMs
Relationship with 23 key two- wheelers OEMs
40% 20+ years (longstanding relationships)
20% 10+ years (longstanding relationships)
40% <10 years (continuous addition of new customers)
20
Experienced Management Team & Board of Directors…
Experienced Professional Management Team
10, 43, 112
50, 140, 204
0, 195, 189
191, 191, 191
153, 153, 153
75, 140, 163
Ss
Praveen Chauhan Head of Corporate Strategy
Satish Kumar Chief Customer Relationship Officer and Mentor
Pattabhiraman Raghuraman Chief - Strategic Sourcing & Supply Chain Management Officer
Vikas Goel Chief Financial Officer
Rahul Kale Chief Operating Officer
Amit Gautam Chief Technology Officer
Madhukar Bhat Chief Human Resources Officer
P R Suresh Chief Risk officer & Head Corp Training & Quality Systems
Anil Patil Chief Quality Officer
Distinguished Board of Directors
Hari Krishnan CEO – Aerospace, Defence & Semiconductor (ADS) division
Rajesh Kumar Modi Chief Legal Officer, Company Secretary & Compliance Officer
Rakesh S B Head Aerospace Division
S Sekhar Vasan Chairman and Managing Director
F R Singhvi Joint Managing Director
B R Preetham Executive Director & Group CEO
Muthuswami Lakshminarayan Non-Executive, Independent Director
Revathy Ashok Non-Executive, Independent Director
Samir Purushottam Inamdar Non-Executive, Independent Director
Proficient Strategic Thinking, Planning and Management
Global Exposure
Long-Standing Entrepreneurial and Leadership Skills
Deep Automobile Company Expertise
21
MMRFIC - A Partnership for Growth
Strategic investment in MMRFIC for optimizing on advancing radar technology
10, 43, 112
50, 140, 204
0, 195, 189
153, 153, 153
75, 140, 163
The partnership presents a significant opportunity in advanced radar technologies, create
Qualified Technologies For Aerospace & Defense
191, 191, 191
powerful synergies and unlock new opportunities
RF & mm-wave IC Design
FPGA Design
IC Package Engineering
AI & ML
•
•
mmW Radar
- Smallest RF payload with Integrated RF gating switch
FMCW Based RF Radar
- DBF(Digital Beam Former) Based Radar
- PoE (Power over Ethernet) enabled Sensor
Analog Mixed Signal IC Design
Signal Processing Design
PCB Design & Assembly
• Wide Band AESA Radar
- 192 Elements
Complete Silicon-to-Systems expertise to accelerate Product Time To Market!
ISRO Order Driven Development of RF Solutions for ISTRAC
DRDO Order Driven Development for DRDO Labs for mmWave RF Radar Solution & Systems
IDEX-DIO Funds worth 20Cr for Development of next Gen system for Defence and Space Comm.
DRDO-TDF Technology Fund worth 10Cr for SOC Development of Secure solutions
•
•
- One of the Thinnest TRM plank
Radio Proximity Sensor
- Smallest form factor
Direct Digital Sampling Radar Processor Card
- Upto C-Band Enabled Direct Digital Sampling Card
- One of the Lowest Form factor (3U-VPX or smaller)
Note: 1. Sansera has the right to invest and increase stake to 51% at a predefined valuation formula. *Further investment of 100 Mn has been made during the year for which the shareholding percentage will be determined based on FY26 financial results.
22
Driving Growth, Scaling Strategically
10, 43, 112
50, 140, 204
0, 195, 189
191, 191, 191
153, 153, 153
75, 140, 163
Fueling Growth through Capacity Building
Bolstering Prospects with Strategic Investments
Amplifying Efficiency through Digitization and Innovation
Leveraging Opportunity in the Emerging Auto Technologies
Future-proofing Business with Strategic Diversification
23
10, 43, 112
50, 140, 204
0, 195, 189
191, 191, 191
153, 153, 153
75, 140, 163
Financial Performance
Sound Financial Performance
10, 43, 112
50, 140, 204
0, 195, 189
191, 191, 191
153, 153, 153
75, 140, 163
Revenue
INR in Mn
CAGR: 18 %
28,114
30,168
23,460
19,975
15,593
Strong financial performance across profitability metrics
EBITDA and EBITDA Margins %
PAT and PAT Margins %
EBITDA margin
EBITDA
18.1%
17.1%
16.4%
17.1%
17.1%
PAT margin
7.0%
6.6%
6.3%
6.7%
7.2%
CAGR: 16 %
4,799
5,148
PAT
CAGR: 19%
2,169
1,875
3,421
3,848
2,821
1,319
1,483
1,099
FY21
FY22
FY23
FY24
FY25
FY21
FY22
FY23
FY24
FY25
FY21
FY22
FY23
FY24
FY25
Return on Capital Employed (ROCE) (Ex of CWIP)
Net Debt to Equity
Return on Equity (ROE)
OCF to EBITDA
16.3% 16.9% 16.2%
17.7%
16.2%
0.57x
0.55x
0.54x
0.43x
13.2% 13.7% 13.4%
14.7%
0.91
10.5%
0.62
0.67
0.78
0.73
FY21
FY22
FY23
FY24
FY25
FY21
FY22
FY23
FY24
FY25
FY21
FY22
FY23
FY24
FY25
FY21
FY22
FY23
FY24
FY25
Note: 1. Adjusted RoCE = EBIT / Average Capital Employed (Debt+Equity) excluding Capital Work in Progress. 2. ROE : TTM PAT / Average Opening & Closing Networth.
25
0.00
Consolidated Statement of Profit and Loss
191, 191, 191
75, 140, 163
Particulars (INR in Mn)
10, 43, 112
Revenue From Operation
Cost of goods sold (incl power & fuel cost)
50, 140, 204
Gross Profit
0, 195, 189
Gross Profit Margin
Employee benefit expenses
Other Expenses
153, 153, 153
EBITDA
EBITDA Margin
Other Income
Depreciation and amortisation expense
EBIT
EBIT Margin
Finance Cost
Profit before Tax
Share of net profit of associates accounted for using the equity method, net of tax
Tax
Profit After Tax
Profit After Tax Margin
EPS – Basic (Rs.)
EPS – Diluted (Rs.)
FY25
30,168
17,682
12,485
41.4%
4,427
2,911
5,148
17.1%
203
1,738
3,612
12.0%
700
2,912
8
751
2,169
7.2%
37.41
37.18
FY24
28,114
16,877
11,237
40.0%
3,798
2,641
4,799
17.1%
24
1,495
3,328
11.8%
770
2,558
5
687
1,875
6.7%
34.83
34.40
FY23
23,460
14,162
9,299
39.6%
3,180
2,272
3,848
16.4%
101
1,301
2,647
11.3%
615
2,032
-
549
1,483
6.3%
27.74
27.17
FY22
19,975
11,896
8,079
40.4%
2,774
1,885
3,421
17.1%
70
1,197
2,294
11.5%
510
1,784
-
465
1,319
6.6%
25.27
24.36
FY21
15,593
9,167
6,425
41.2%
2,138
1,467
2,821
18.1%
131
1,017
1,935
12.4%
474
1,461
-
363
1,099
7.0%
21.02
20.55
Note: Restated financial statements for FY21 and FY22
26
Revenue Mix Trend
10, 43, 112
50, 140, 204
0, 195, 189
191, 191, 191
153, 153, 153
75, 140, 163
Particular Segment wise revenue mix Auto-ICE 2W-Motorcycles 2W-Scooters 3W PV HCV
Auto-Tech Agnostic & xEV Auto-Tech Agnostic xEV
Non-Auto ADS Off-road Agriculture Others
Total
Geographiy wise revenue mix India Europe USA Other Foreign Countries
International
Exports from India Sweden Sales
Q2FY26 Q1FY26
Q4FY25
Q3FY25 Q2FY25 Q1FY25 Q4FY24 Q3FY24 Q2FY24 Q1FY24
FY25
FY24
FY23
FY22
FY21
72.9% 37.9% 5.6% 0.7% 15.9% 12.7%
13.8% 8.8% 5.0%
13.2% 6.4% 3.1% 1.5% 2.2%
72.7% 36.2% 5.3% 0.6% 17.0% 13.7%
15.1% 9.9% 5.2%
12.2% 5.1% 3.0% 1.9% 2.1%
72.2% 36.9% 6.4% 0.7% 17.0% 11.2%
13.9% 8.1% 5.8%
13.9% 5.9% 4.0% 2.0% 2.0%
75.8% 38.7% 6.8% 0.8% 17.7% 11.8%
12.8% 7.7% 5.1%
11.4% 4.0% 3.0% 2.6% 1.7%
74.8% 37.3% 7.4% 0.8% 20.4% 8.8%
16.1% 9.2% 6.9%
9.2% 3.8% 2.3% 1.4% 1.6%
71.8% 35.5% 6.2% 0.6% 19.4% 10.1%
16.2% 10.2% 6.0%
12.0% 3.7% 4.3% 2.3% 1.7%
73.8% 37.0% 6.0% 0.7% 21.3% 8.9%
13.6% 8.4% 5.2%
12.6% 4.3% 4.2% 2.0% 2.0%
76.1% 37.1% 5.7% 0.7% 21.9% 10.7%
11.7% 7.9% 3.8%
12.2% 4.4% 4.6% 1.6% 1.6%
75.8% 35.0% 5.9% 0.8% 24.5% 9.6%
11.6% 7.0% 4.6%
12.6% 4.6% 4.2% 2.1% 1.6%
76.1% 35.3% 5.7% 0.7% 23.8% 10.6%
12.2% 6.9% 5.3%
11.7% 3.2% 4.3% 2.7% 1.5%
73.6% 37.1% 6.7% 0.7% 18.6% 10.5%
14.8% 8.8% 5.9%
11.6% 4.4% 3.4% 2.1% 1.8%
75.4% 36.1% 5.8% 0.8% 22.8% 9.9%
12.3% 7.6% 4.7%
12.3% 4.1% 4.3% 2.1% 1.7%
77.7% 35.5% 7.9% 0.6% 22.8% 10.9%
10.4% 6.6% 3.8%
11.9% 4.2% 3.2% 3.1% 1.5%
83.4% 36.5% 6.7% 0.8% 26.5% 12.9%
6.1% 5.7% 0.4%
10.5% 3.2% 3.1% 2.8% 1.4%
83.4% 39.5% 6.2% 0.8% 23.4% 13.4%
5.0% 5.0% -
11.5% 3.8% 4.2% 2.5% 1.1%
100.0% 100.0%
100.0%
100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0%
100.0% 100.0% 100.0% 100.0% 100.0%
70.2% 16.3% 8.8% 4.7%
29.8% 22.2% 7.6%
68.7% 19.9% 8.4% 3.0%
31.3% 22.4% 8.9%
66.6% 18.0% 10.6% 4.7%
33.4% 26.8% 6.6%
69.5% 17.8% 7.8% 5.0%
30.5% 24.0% 6.5%
69.9% 17.8% 8.3% 4.0%
30.1% 25.5% 4.6%
67.6% 19.6% 10.1% 2.7%
32.4% 27.4% 5.0%
66.8% 19.7% 9.9% 3.6%
33.2% 28.1% 5.1%
68.3% 18.1% 11.0% 2.6%
31.7% 25.0% 6.7%
71.3% 16.4% 9.5% 2.9%
28.7% 23.2% 5.6%
68.4% 19.5% 9.0% 3.1%
31.6% 24.4% 7.2%
68.4% 18.3% 9.2% 4.1%
31.6% 26.0% 5.7%
68.7% 18.4% 9.9% 3.1%
31.3% 25.2% 6.1%
71.6% 17.6% 7.2% 3.6%
28.4% 21.7% 6.7%
63.0% 23.7% 9.4% 3.9%
37.0% 28.1% 8.9%
65.0% 25.0% 7.0% 3.1%
35.0% 25.5% 9.5%
27
Customer & Product Mix | Orderbook History
10, 43, 112
50, 140, 204
0, 195, 189
191, 191, 191
153, 153, 153
75, 140, 163
Particular
Customer Mix
Customer 1
Customer 2
Customer 3
Customer 4
Customer 5
Top 5 share
Others
Total Sales
Product Mix
Connecting rods
Rocker arms
Crank shaft assembly
Gear shifter forks
Stem comp
Aerospace products
Integral crankshaft
Others
TOTAL
FY25
FY24
FY23
FY22
FY21
13.7%
10.9%
9.9%
6.0%
5.7%
46.2%
53.8%
14.5%
10.3%
11.0%
6.1%
5.2%
47.3%
52.7%
14.3%
12.6%
11.9%
6.2%
5.8%
50.8%
49.2%
16.6%
11.9%
10.2%
8.4%
6.8%
53.9%
46.1%
20.7%
14.0%
10.2%
9.0%
5.3%
59.2%
40.8%
100.0%
100.0%
100.0%
100.0%
100.0%
36.4%
16.2%
15.3%
5.4%
3.7%
4.4%
2.3%
41.0%
15.5%
15.8%
4.8%
3.1%
4.1%
2.0%
38.8%
16.1%
17.8%
5.2%
4.2%
4.2%
1.5%
16.3%
13.7%
12.2%
42.8%
18.2%
16.1%
5.3%
3.4%
3.2%
1.3%
9.7%
39.7%
19.5%
17.2%
6.6%
3.8%
3.8%
1.0%
8.5%
100.0%
100.0%
100.0%
100.0%
100.0%
• Added multiple customers resulting in diversified customer base, hence lowering the contribution
from top customers
Particular
Order Book
Opening Order Book
New Order wins
Order Moved to Mass Production
Closing Order Book
FY25
FY24
FY23
15.9
7.6
5.0
18.5
13.2
8.7
6.0
15.9
9.6
7.3
3.7
13.2
Represent orders which moved to mass production as on 1-Apr-25, peak value of these orders shall reflect in the topline once they reach maturity
28
10, 43, 112
50, 140, 204
0, 195, 189
191, 191, 191
153, 153, 153
75, 140, 163
Annexures
ESG Activities
International Yoga day Celebration
BP Awareness Program in Bengur School
10, 43, 112
50, 140, 204
0, 195, 189
191, 191, 191
153, 153, 153
75, 140, 163
ADOPTION OF TB PATIENTS OF ANEKAL TALUK - TB Elimination program
Health care program at Sansera supported schools & event partners - Narayana Netralaya & KMYF
30
ESG Activities
Initiatives taken for Environment
10, 43, 112
50, 140, 204
0, 195, 189
191, 191, 191
153, 153, 153
75, 140, 163
KYALASANAHALLI LAKE
TRASHBOT A de-centralised automated mixed waste segregator at BOMMASANDRA LAKE
January 2017
Present
• •
Hands-free Waste Processing Segregates into bio and Non-bio Components • Handles all kinds of Mixed Waste • Output Efficiency of up to 99.7% • • •
Highly Scalable Huge Capacities - Handles 100s of Tons Very Low Power Consumption
Present
31
10, 43, 112
50, 140, 204
0, 195, 189
191, 191, 191
153, 153, 153
75, 140, 163
Well Recognized for Achievements in the Sector
Maruti Suzuki
Award for Part Development 2024-25
BCIC
ESG in Manufacturing Sector 2025
FKCCI
Award in Sustainability 2025
Autodeck
Award in Digital Innovation 2025
Yamaha
Honda
Honda Motor India
ACMA
Supplier Conference 2024
Annual Supplier Convention 2023-24
Delivery & Quality of Spare Parts during 2023-2024
Gold Award for Sustainability Business & Safety 2024
“AIRBUS” #NewSteps2023
“Zero Defect Supplies Zero PPM Award 2023
TVS
Consistent Quality Performance Year 2022-23
Yamaha Appreciation award for delivery (2023)
Royal Enfield
Reliable partner in Quality & Delivery 2023
Quality Platinum award from Bajaj Auto (2023)
Boeing
Bajaj
Excellent Supplier Performance (2022)
Quality Award BAL Q “Platinum” Award (2022)
Hero Best Performance EARN Program (2022)
Bosch India
Regional Supplier Awards (2022)
Premier Award by RTX
General Motors For Outstanding Performance
Numerous awards over years bear testimony for the quality of products
10, 43, 112
50, 140, 204
0, 195, 189
191, 191, 191
153, 153, 153
75, 140, 163
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 Shikha Puri / Dharmik Kansara Email id: shikha.puri@sgapl.net / dharmik.k@sgapl.net Tel No: +91 9819282743 / +91 7208179323