Sansera Engineering Q4 FY26 results: stock hits high

Stock jumps after record quarter

Sansera Engineering Ltd rallied sharply after reporting record earnings for Q4 FY26 and the full year. The stock surged 14.81% to ₹2,870, following the company’s update on consolidated performance. In intra-day trade on Thursday, the share price touched a new high of ₹2,875 on the BSE, as the stock rose as much as 16%. At 10:03 AM, it traded 13% higher at ₹2,799, while the BSE Sensex was up 0.41% at that time. The move came as investors reacted to stronger profitability, higher margins, and faster growth in international business.

Q4 FY26: profit more than doubles

For the January to March 2026 quarter (Q4 FY26), Sansera reported consolidated net profit of ₹123.1 crore, up 108% year-on-year from ₹59.2 crore in Q4 FY25. Revenue from operations rose 28% to ₹998.7 crore from ₹781.7 crore a year earlier, marking the company’s highest-ever quarterly topline. The operating performance strengthened as profitability grew faster than revenue during the quarter. Profit before tax increased 90% year-on-year to ₹152.8 crore. EBIT climbed 82% to ₹164 crore, reflecting improved operating leverage.

EBITDA rises and margin expands

EBITDA for Q4 FY26 rose 52% year-on-year to ₹192.9 crore. The EBITDA margin expanded to 19.3% from 16.3% in Q4 FY25, indicating improved cost efficiency and mix. The company also reported that PAT margin expanded to 9.3% from 7.2% last year, as cited in its commentary around FY26 performance. Separately, the company highlighted that the Q4 performance was the strongest ever, with both EBITDA and PAT margins improving. These margin improvements were a key driver behind the market’s positive reaction.

India vs international: overseas growth outpaces domestic

Sansera said its international business recorded its highest-ever quarterly topline during Q4 FY26. India business revenue grew 18.5% year-on-year in the quarter, while international business expanded 47.4%. The same split was also highlighted as 47% year-on-year growth for international business in market commentary around the results. The faster growth overseas contributed to the strong consolidated revenue increase for the quarter. The company’s update also referenced export headwinds in select segments, while still reporting record revenues and margins.

Full-year FY26: record annual topline and higher margins

For FY26, the company reported record annual revenue from operations of ₹3,497.9 crore, up 16% year-on-year. It also reported FY26 PAT of ₹326.9 crore, a 51% year-on-year increase, with PAT margin at 9.3% compared with 7.2% in FY25. EBITDA margin improved to 18.1% from 17.1% last year, according to the company’s FY26 snapshot. The combination of revenue growth and margin expansion lifted full-year profitability and underscored what the company described as strategic progress across the business.

FY25 reference points from the earnings call

In an earnings call held on May 28, 2025, Sansera discussed its FY25 performance, reporting 7% year-on-year revenue growth and record performance for that fiscal year. For FY25, it said total revenue was ₹3,016.8 crore and EBITDA was ₹514.8 crore, with an EBITDA margin of 17.1%. Profit after tax for FY25 stood at ₹216.9 crore, with a PAT margin of 7.2%. For Q4 FY25, revenue from operations was ₹781.7 crore and EBITDA was ₹127.1 crore, with a margin of 16.3%. It also disclosed Q4 FY25 finance cost of ₹9.6 crore (down from ₹22.5 crore) and depreciation and amortization of ₹46.8 crore.

Key numbers at a glance

Price points mentioned in the updates

Why the market reacted strongly

The rally followed a combination of record quarterly revenue, a sharp rise in profit, and visible margin expansion. A 28% year-on-year rise in revenue alongside a 108% jump in net profit pointed to improved profitability rather than only volume-led growth. The international business growth of 47.4% stood out against 18.5% domestic growth and was positioned as a record quarter for overseas topline. On a full-year basis, the company reported both higher revenue and improved EBITDA and PAT margins, which supported the narrative of stronger execution despite cited headwinds.

What investors will track next

Investors are likely to watch whether the company can sustain margin levels after the sharp Q4 improvement. Another key monitorable will be the relative pace of international versus India growth, given the reported record international quarter. The company has already flagged export headwinds in select segments, making future commentary on demand and customer schedules important. With FY26 described as a year of strategic progress, market participants will look for updates that link these initiatives to revenue visibility and profitability.

Conclusion

Sansera Engineering’s Q4 FY26 numbers showed record revenue from operations of ₹998.7 crore and net profit of ₹123.1 crore, alongside an EBITDA margin expansion to 19.3%. The stock responded by hitting a new high of ₹2,875 in intra-day trade. For FY26, the company reported record annual revenue of ₹3,497.9 crore and PAT of ₹326.9 crore, with improved EBITDA and PAT margins versus FY25. Investors will now focus on the durability of these margins and the trajectory of domestic and international growth in subsequent quarters.