Sansera Engineering Ltd (NSE:SANSERA)
₹ 3,790.5 -53.8 (-1.4%) Market Cap: 236.46 Bil Enterprise Value: 238.51 Bil PE Ratio: 72.88 PB Ratio: 7.65 GF Score: 71/100

Q4 2025 Sansera Engineering Ltd Earnings Call Transcript

May 28, 2025 / 04:00AM GMT
Release Date Price: ₹1344.2 (+5.68%)

Key Points

Positve
  • Sansera Engineering Ltd (BOM:543358) achieved a record annual revenue of INR 30,000 million, marking a 7% year-on-year growth.
  • The company reported a significant 43% year-on-year revenue surge in the ADS (Aerospace, Defense, and Semiconductor) segment during Q4 FY25.
  • Sansera Engineering Ltd (BOM:543358) has a strong order book of INR 18,511 million, with over 60% comprising international orders.
  • The company is optimistic about doubling its ADS segment revenue in FY26, driven by new OEM aerospace orders and semiconductor revenues.
  • Sansera Engineering Ltd (BOM:543358) has reduced its finance costs significantly, with a notable decrease in debt, enhancing its financial stability.
Negative
  • The international business faced challenges due to tariff-related uncertainties, impacting export performance, particularly in the auto segment.
  • The PV (Passenger Vehicle) segment experienced a decline of 7.9% for the full year, attributed to a slowdown in the export market.
  • The company anticipates continued impact on exports in Q1 FY26 due to ongoing global tariff uncertainties.
  • Sansera Engineering Ltd (BOM:543358) reported a decrease in consolidated EBITDA margin to 16.3% in Q4 FY25, down from previous quarters.
  • The subsidiaries' performance was slower in the quarter, with one-off impacts on profitability expected to stabilize by Q3 FY26.
Operator

Ladies and gentlemen, good day, and welcome to the Q4 FY25 earnings call of Sansera Engineering Limited. (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.

B. R. Preetham
Sansera Engineering Ltd - Group Chief Executive Officer, Executive Director

Thank you. Good morning, and welcome, everyone. Thanks for joining this call. On this call, I'm joined by our CFO, Mr. Vikas Goel; our CEO of ADS division, Mr. Hari Krishnan; Rahul Kale, COO; Praveen Chauhan, our Head of Corporate Strategy; and also Mr. Ravi, Director in MMRFIC and our Investor Relation advisers, SGA. The results and the presentation are uploaded on the stock exchange and the company website. So I hope everybody has had a chance to look at them.

For the fiscal year 2025, Sensera Engineering crossed INR30,000 million mark in terms of top line with a 7% revenue growth on a year-on-year basis. This is our highest ever annual and quarterly performance in

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