Q3 2025 Sansera Engineering Ltd Earnings Call Transcript
Key Points
- Sansera Engineering Ltd (BOM:543358) reported a revenue increase of 2% year-on-year to INR7,278 million for Q3 FY25, despite a challenging external environment.
- The company maintained a strong EBITDA margin of 17.5% and improved its PAT margin by 90 basis points to 7.7% year-on-year.
- Emerging businesses, including tech-agnostic, xEV, and non-auto sectors, contributed 24.2% of revenue, with the xEV business growing over 30% year-on-year.
- Sansera Engineering Ltd (BOM:543358) secured a significant order in the Semiconductor sector, marking its first entry into this high-growth area.
- The company has a robust order book of INR22 billion, with over 60% from international markets, indicating strong future growth potential.
- The non-auto sector experienced a decline of 6.6% year-on-year due to softness in the off-road and Aerospace businesses.
- The PV business saw a 19% year-on-year decline, reflecting lower demand in the industry.
- Despite a positive outlook, the company faces uncertainties in the US market due to potential tariff impacts.
- Employee expenses increased by 15% year-on-year, while revenue growth was only 2%, indicating potential inefficiencies.
- The company anticipates a gradual improvement in EBITDA margins, targeting 20% over the next three to four years, which may take time to achieve.
Ladies and gentlemen, good day, and welcome to the Q3 FY25 earnings conference call of Sansera Engineering Limited.
This conference call may contain forward-looking statements about the company, which are based on the beliefs, opinions, and expectations of the company as of the date of this call. These statements are not 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, the Executive Director and Group CEO. Thank you, and over to you, sir.
Thank you. Good morning, and welcome, everyone. 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, along with our Investor Relations adviser, SGA. The results and the presentations are uploaded on the stock exchange and company
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