Q1 2026 Sansera Engineering Ltd Earnings Call Transcript
Key Points
- Sansera Engineering Ltd (BOM:543358) delivered a top line growth of 3% year-on-year, maintaining a disciplined and healthy margin structure with EBITDA margins at 17.2% and PAT margin at 8.2%.
- The domestic business recorded a revenue growth of around 4% year-on-year, driven by strong performance in segments like PVCV ADS, agriculture, and industrial applications.
- The Swedish business achieved its highest ever quarterly sales with an exceptional year-on-year growth of 80%, driven by pricing and volume improvements.
- The company added INR1,732 million worth of new orders during the quarter, mainly from the ADS segment, aligning with its long-term vision and growth strategy.
- Sansera Engineering Ltd (BOM:543358) received a platinum rating for its Bidadi plant in Karnataka from the Indian Green Building Council, demonstrating its commitment to sustainability.
- The company faced multiple headwinds in both domestic and global markets, which slowed down growth momentum.
- International business witnessed a slowdown, with exports from India (excluding ADS) declining by 20.6% due to global uncertainties.
- The recent increase in US tariffs on Indian exports has created significant uncertainty, affecting the company's cautious near-term outlook for exports.
- The two-wheeler segment, particularly scooters, delivered muted performance due to a decline in sales.
- There is uncertainty regarding achieving double-digit revenue growth this year due to market turbulence and geopolitical factors.
Ladies and gentlemen, good day and welcome to Sansera Engineering Limited, Q1 FY26 earnings conference call. This conference may contain forward-looking statements about the company, which are based on the beliefs, opinions, and expectations of the company as on the date of this call. These statements are not guarantees of future performance and involves risk and uncertainties that are difficult to predict.
(Operator Instructions)
Please note that this conference is being recorded. I now hand the conference over to Mr. B. R. Preetham, executive director and Group CEO.
Thank you and over to you, sir.
Thank you, ma'am. Good morning and welcome to everyone. Thanks for joining this call. On this call, I'm joined by our CFO, Mr. Vikas Goel; our CEO of our AGS division, Mr. Hari Krishnan; Head of our Corporate Strategy, Mr. Praveen Chawan, and our COO, Mr. Rahul Kale, and of course our investor relation advisors, the SGA team.
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