Sansera Engineering shares surged 16% to hit a new high of ₹2,875 on Thursday's trading session, surpassing the previous high of ₹2,672.90 reached on April 28, 2026. According to reports from Business Standard, the stock was trading 13% higher at ₹2,799 at 10:03 AM, significantly outperforming the BSE Sensex's 0.41% rise. The auto parts and equipment company's shares saw average trading volumes more than double with 1.3 million shares changing hands on both NSE and BSE exchanges.
The company delivered exceptional financial performance in the January-March 2026 quarter, with consolidated revenue from operations growing 28% year-on-year to ₹998.70 crore. As reported by Business Standard, profit after tax more than doubled to ₹123.1 crore from ₹59.2 crore in Q4FY25, while EBITDA jumped 52% YoY to ₹192.9 crore. The reported EBITDA margins expanded 300 basis points to 19.3% from 16.3% in the previous year. The company's domestic business grew 18.5% YoY while international business delivered 47% YoY growth.
The Non-Auto segment continued its strong momentum with 70.5% YoY growth, primarily driven by the aerospace, defense, and semiconductor (ADS) segment which more than doubled on a YoY basis. According to Business Standard, exports to other countries almost doubled during the quarter, with exports to the US growing 25.9% YoY, supported mainly by the Non-Auto segment and passenger vehicles. The company's unexecuted order backlog for ADS business stood at ₹4,463.8 crore as of March 2026.
Despite navigating macro challenges including global tariff disruptions and geopolitical volatility, Sansera delivered record revenues and margins. As reported by Business Standard, the company's management highlighted that favourable demand trends, coupled with global supply chain realignment and a strengthening domestic manufacturing ecosystem, continue to expand the opportunity landscape. The management expressed confidence that the healthy growth momentum in the Non-Auto segment shall continue going ahead, with the company positioned strongly due to its early mover advantage.
ICICI Securities noted that international business saw its highest-ever quarter revenues, largely driven by the semiconductor business, which is part of the ADS segment. According to the brokerage firm's analysis reported by Business Standard, the cumulative order book as of FY26 end is pegged at approximately ₹1,920 crore, with peak revenues expected to be attained in about 3 years. The company guided for ₹550-₹600 crore revenue from the ADS segment in FY27, with the cumulative orderbook in this segment at ₹4,464 crore. ICICI Securities noted that at current market price, the stock appears fairly valued at approximately 30x P/E on FY28E estimates.
