Sansera Engineering reported a consolidated net profit of ₹866 crore for the first quarter of FY27, rising from ₹622 crore in the corresponding period of the previous fiscal year. The capital goods manufacturer also saw its top line expand significantly, with revenue reaching ₹10.2 billion compared to ₹7.7 billion year-ago.

The company’s operating performance improved alongside the growth in sales. Consolidated EBITDA stood at ₹1.96 billion, up from ₹1.3 billion in Q1 of the prior year. This operational efficiency was reflected in the margin metrics, with the EBITDA margin expanding to 19.2% from 17.23% a year ago.

Segmental Performance

The growth was broad-based across key segments. The non-auto segment delivered its highest-ever quarterly sales of ₹1,998 million, registering a 129.9% year-on-year growth. Its contribution increased to 20.8% of overall sales. Within this segment, the Advanced Design Services (ADS) business remained the primary growth driver, with revenue increasing by more than three times year-on-year to stand at ₹1,454 million.

The Auto Tech-Agnostic and xEV segment achieved its highest-ever quarterly sales of ₹1,316 million, growing at 22.2% year-on-year. This reflects accelerated EV adoption, especially in two-wheelers. The Auto ICE segment also delivered a healthy 20.8% year-on-year growth on a high base, standing at ₹6,275 million. During the quarter, the company recorded its highest-ever quarterly performance across passenger vehicles, commercial vehicles, and scooters.

Order Book and Capacity Expansion

The cumulative unexecuted lifetime order book for the ADS business stood at ₹44.4 billion as of quarter end. Further orders received in the current quarter have pushed the ADS order backlog to around ₹57.5 billion, executable over the next five years. A significant portion of this increase comes from a semiconductor equipment manufacturer, translating to approximately $75 million worth of annual business from this customer alone.

Excluding ADS, the peak annual revenue of new business stood at ₹18.5 billion as of June 2026. The company is expanding capacity through several capex projects:

• A new surface treatment facility next to the ADS plant is being validated for NADCAP certification.
• A dedicated facility for the defense business is being set up to enhance operational execution.
• An 80,000 square foot hangar for aero and SEM business is under construction, with lines expected to be installed and validated in coming quarters.
• Additional forging and machining capabilities are being added at Pantnagar and Manesar facilities for crankshafts and connecting rods.

Financial Details and Outlook

Operating expenses increased in absolute terms as revenue scaled. This included a provision of ₹126 million for U.S. import duty tariffs incurred in the previous year, which remains recoverable. The quarter also included an exceptional charge of ₹169 million towards the settlement of a litigation matter in the U.S. District Court. Excluding this exceptional item and adjusting for its post-tax impact of ₹127 million, PAT for the quarter was ₹1,000 million.

Other income stood at ₹134 million for the quarter, up around 15% year-on-year, primarily driven by higher forex gains. Profit after-tax at ₹874 million (reported) was up 39% year-on-year, with PAT margins improving to 8.6%.

Management expects to end FY27 with high-teens top-line growth, with continuous focus on improving the margin profile. The shift towards non-ICE businesses is gaining momentum, with capex investments coming on stream from the beginning of Q3 FY27 onwards.

Earnings Call Recording Available

On August 13, 2026, Sansera Engineering Limited informed the National Stock Exchange of India Ltd and BSE Limited that the audio recording of its Q1FY27 unaudited financial results earnings call is available for public access. The disclosure was made in compliance with Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

The recording can be accessed on the company’s website at sansera.in. Rajesh Kumar Modi, Company Secretary and Compliance Officer, signed the communication dated August 13, 2026. On August 20, 2026, the company further disclosed that the transcript of the earnings conference call held on August 13, 2026, has been made available on its website.

What the Numbers Show

The data reveals a clear divergence between revenue growth and profitability expansion. While revenue increased by approximately 32%, net profit grew by roughly 39%. This indicates that the company benefited from operating leverage, where the fixed cost base remained relatively stable or grew slower than revenue, allowing a larger portion of incremental sales to flow directly to the bottom line. The expansion in EBITDA margin by nearly 200 basis points supports this view of improved operational efficiency during the quarter. Additionally, the rapid scaling of the ADS segment, which now contributes over 20% of sales, highlights the successful diversification away from traditional automotive components into higher-margin aerospace and semiconductor equipment manufacturing.

Sansera Engineering has indicated that its revenue growth is expected to exceed its earlier mid-to-high teens guidance, with the company now anticipating growth potentially ranging from high teens to 20%.

Revised revenue growth outlook

The company's updated revenue growth expectation marks an upward revision from its previous mid-to-high teens guidance. Sansera Engineering now expects growth to range from high teens to 20%, reflecting a more optimistic outlook on its topline performance.