Synopsis: Sansera Engineering shares jumped 12% after strong Q3FY26 results, with 25% YoY revenue growth, 60% international growth, and a robust Rs. 2,412 crore order book, boosting confidence in its medium-term growth outlook.
The shares of this engineering-led manufacturer of complex and critical precision-engineered components across automotive and non-automotive sectors are in the spotlight after it rose by 12% following Q3 results with net growth of 24 percent and strong international growth.
With a market capitalisation of Rs. 12,522 cr, the shares of Sansera Engineering Ltd were trading at Rs. 2,012.55 per share, increasing 12% in today’s market session, making a high of Rs. 2,143, up from its previous close of Rs. 1,912.15 per share.
Q3FY26 Results
Year-on-Year performance
Sansera Engineering reported solid YoY growth across operating metrics. Revenue increased from Rs. 728 crore in Q2FY26 to Rs. 908 crore in Q3FY26, a rise of 25% YoY. EBITDA grew from Rs. 127 crore to Rs. 162 crore, registering a 27% YoY increase, indicating healthy operating leverage. Net profit rose from Rs. 55.9 crore to Rs. 69.4 crore, translating into a 24% YoY growth. EPS improved from Rs. 8.99 to Rs. 11.04, reflecting a 23% YoY increase, broadly in line with earnings growth.
Quarter-on-Quarter
On a sequential basis, revenue grew from Rs. 825 crore to Rs. 908 crore, an increase of 10% QoQ. EBITDA rose from Rs. 142 crore to Rs. 162 crore, marking a 14% QoQ growth, suggesting better cost absorption and operating efficiency. However, net profit declined from Rs. 71.4 crore to Rs. 69.4 crore, a 3% QoQ contraction. EPS also moderated from Rs. 11.55 to Rs. 11.04, a decline of 4% QoQ, despite strong topline and EBITDA growth.
Revenue Mix and Order Book
In Q3 FY26, Sansera Engineering’s revenue mix was primarily driven by India (61.8%), followed by Europe (17.7%), the USA (9.1%), and other foreign markets (11.4%), reflecting a diversified geographic presence.
By end-use, the business remained largely Auto-ICE focused (67.1%), with growing contributions from auto tech-agnostic & xEV segments (12.6%) and a meaningful non-auto share of 20.3%.
The company’s order book stood at Rs. 2,412.4 crore as of 31 December 2025, representing peak annual revenues from newly secured business and providing strong medium-term revenue visibility.
India vs International Business
The India business grew 13.7% YoY, while the international business surged 59.9% YoY, marking its highest-ever quarterly revenue. International growth was broad-based, led by strong execution across aerospace, semiconductor, and European operations.
Export Growth Momentum
Exports to other countries increased nearly 3x YoY, largely driven by the semiconductor business. Exports to the USA grew 50.5% YoY, supported by aerospace order execution. The Sweden subsidiary delivered Rs. 70.8 crore in revenue, registering 62.5% YoY growth, while Europe (excluding Sweden) recorded 7.1% YoY growth.
Non-Auto Segment Outperformance
The Non-Auto segment recorded its highest-ever quarterly performance, with 127.9% YoY growth. This was mainly driven by the ADS segment, which delivered 4.4x growth compared to Q3FY25, reflecting diversification beyond automotive.
Auto-Tech Agnostic & xEV Growth
The Auto-Tech Agnostic and xEV segment grew 26.0% YoY. Tech-Agnostic products grew 34.8% YoY, while the xEV segment grew 12.5% YoY, led by higher scooter volumes.
Automotive Segment – Record Quarter
The Automotive segment achieved its highest-ever quarterly performance, growing 13.1% YoY on a high base. Passenger vehicles grew 24.2% YoY, driven by export recovery and steady domestic demand. Commercial vehicles grew 27.9% YoY, mainly due to higher sales from the Swedish subsidiary, while two-wheelers tracked industry trends.
Capacity Expansion & Strategic Initiatives
Sansera inaugurated its 17th manufacturing plant at Pant Nagar, Uttarakhand, focused on supplying crankshafts and assemblies to domestic two-wheeler OEMs. The company also announced a strategic JV with Nichidai Corporation, Japan, with a 60:40 ownership structure and an approved investment of up to Rs. 50 crore, aimed at manufacturing advanced precision forged and machined components for global markets.
Sansera Engineering Ltd is a leading precision engineering company that has grown its manufacturing business organically in India. The company supplies high-quality precision components to the two-wheeler and four-wheeler segments and has further diversified into heavy-duty commercial vehicles.
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