Q2 2025 Sansera Engineering Ltd Earnings Call Transcript
Key Points
- Sansera Engineering Ltd (BOM:543358) reported a 10% year-on-year increase in revenue, reaching INR7,634 million, with improved EBITDA margins at 17.4%.
- The company completed a Qualified Institutional Placement (QIP) of INR12,000 million, significantly strengthening its balance sheet and providing financial flexibility for future growth.
- The tech-agnostic and HCV business sectors experienced robust growth of 55% year-on-year, driven by ramp-up order execution for a large North American-based EV customer.
- Sansera Engineering Ltd (BOM:543358) has entered into a strategic MOU with Dynamatic Technologies to produce high-friction parts for Airbus A220 aircraft door assemblies, potentially expanding its aerospace business.
- The company's order book as of September 2024 stood at over INR20 billion, with 60% of orders from international markets, indicating strong demand across sectors.
- The non-auto sector saw a 20% year-on-year decline, primarily due to weak performance in the off-road and agriculture business segments.
- The aerospace business faced headwinds due to delays in order execution from a large customer, impacting overall performance.
- The passenger vehicle (PV) business experienced an 8% year-on-year decline, attributed to slowness in the export market.
- Interest costs increased sequentially due to higher debt and the discontinuation of interest suspension on export credit, although this is expected to improve with debt repayment.
- The Swedish facility reported an EBITDA of only 6.7% for Q2, with expectations to reach double-digit margins by the end of the next year.
Ladies and gentlemen, good day, and welcome to Sansera Engineering Limited Q2 FY25 earnings conference Call. This conference call may contain forward-looking statements about the company, which are based on the beliefs, opinions and expectations of the company as on date of this call. These statements are not the guarantees of future performance and involve risks 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. Good morning, and welcome to all, and thanks for joining this call. On this call, I'm joined by our CFO, Mr. Vikas Goel; Mr. Praveen Chauhan, our Head of Corporate Strategy; and Mr. Rahul Kale, our COO; and also our Investor Relations adviser, SGA.
The results and the presentations are uploaded on the stock exchange and the company website,
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