Sansera Engineering Limited Posts Record Q2 FY27 Revenue

Sansera Engineering Limited reported record Q2 FY27 revenue of ₹1,091.45 crore, up 32% year-on-year, while EBITDA rose 48% to ₹211.20 crore and profit after tax increased 52% to ₹108.65 crore. The performance reflected record sales across its three operating segments and higher operating margins.

What did Sansera report for Q2 FY27?

Sansera reported its highest-ever quarterly revenue, with broad-based growth across automotive and non-automotive operations. Revenue from operations reached ₹1,091.45 crore in the September-quarter period, compared with the year-earlier quarter. EBITDA grew faster than revenue at 48% year-on-year to ₹211.20 crore, taking the EBITDA margin to 19.4%.

Profit after tax rose 52% year-on-year to ₹108.65 crore, with a PAT margin of 10.0%. Gross profit increased 38% to ₹469.60 crore, and the gross margin expanded to 43.0% from 41.2% a year earlier. EBIT rose 56% to ₹162.70 crore, while the EBIT margin stood at 14.9%.

The board approved the unaudited standalone and consolidated financial results for the second quarter and first half of FY27. The company said its statutory auditors issued unmodified limited-review conclusions, meaning the published quarterly results did not carry a qualified audit conclusion.

Which businesses contributed to Sansera's record sales?

Sansera said all three business segments achieved their highest-ever quarterly sales during Q2 FY27. Auto ICE remained the largest business, accounting for 65.7% of quarterly sales. Non-Auto contributed 20.9%, while Auto-Tech Agnostic and XEV contributed 13.4%.

The mix shows that conventional automotive components remain central to the company’s revenue base, even as it develops businesses beyond internal-combustion-engine vehicle parts. Management identified ADS within the non-automotive portfolio as an important growth driver. ADS revenue was ₹164.30 crore in Q2 and ₹309.70 crore in the first half of FY27.

During the earnings call, management said it had added a couple of aerospace customers. It also said the semiconductor business currently has one customer, while progress is being made toward adding a second customer. These comments indicate that the ADS business is expanding its customer base, although semiconductor customer concentration remains present.

What does the order backlog indicate about future operations?

Sansera disclosed an ADS backlog of ₹5,870 crore, representing confirmed business expected to be executed over the next five years. Management clarified that this figure is not a ceiling on future business and that new orders tend to generate revenue over a one-to-four-year period rather than being concentrated at the end of the order cycle.

The company also said the domestic share of its order book increased to 49% from 44% in June. Management linked part of this shift to large North American customers beginning programmes in India, which are reflected in the domestic portion of the order book. The change highlights the role of India-based manufacturing programmes in the company’s future execution pipeline.

Its automotive outlook was described as healthy, supported by passenger-vehicle backlogs, lean dealer inventories, premiumisation, higher electric-vehicle content and supply-chain diversification toward India. These are management views rather than a formal industry forecast, but they provide the context for continued automotive demand expectations.

How does the quarter affect investors and FY27 guidance?

The quarter gives investors evidence of stronger earnings growth than revenue growth, supported by gross-margin and EBITDA-margin expansion. EBITDA increased 48% against revenue growth of 32%, while PAT rose 52%. The financial outcome also came alongside record sales in every reported segment, reducing reliance on a single operating vertical for quarterly growth.

Sansera retained FY27 revenue guidance of ₹4,250 crore to ₹4,300 crore. Management said the second-half outlook depends on post-festive industry demand and the impact of the war. The company also reiterated its longer-term aspiration to reach ₹8,000 crore of total revenue by FY30, supported by capacity expansion and new facilities expected to come online by Q3 FY27.

For industry participants, the results underline the company’s attempt to combine its established automotive business with aerospace, defence and semiconductor-linked activities. For investors, the key disclosed execution markers are the conversion of the ADS backlog, the ramp-up of new facilities, margin sustainability and demand conditions in the second half.

Conclusion

Sansera delivered a record Q2 FY27, with revenue of ₹1,091.45 crore and operating profit and net profit growing faster than sales. Higher gross and EBITDA margins, record segment-level sales and a ₹5,870 crore ADS backlog were the main reported indicators behind the quarter’s performance.

The next disclosed items to watch are post-festive demand trends, the stated impact of the war on the second-half outlook, and the commissioning of new facilities expected by Q3 FY27. Progress in adding semiconductor customers and executing the multi-year ADS backlog will also be relevant to the company’s FY27 guidance of ₹4,250 crore to ₹4,300 crore.