More Stories

Informist, Tuesday, Aug. 11, 2026

 

By Deesha Jadhav

 

MUMBAI - Sansera Engineering Ltd. is expected to report significant on-year growth in its June quarter net profit due to higher sales from its two-wheeler, aerospace, defence, and semiconductor segments driven by favourable production in the automobile and ancillary sectors, according to brokerages tracking the company.

 

The company's consolidated net profit is expected to grow 56% to INR 970 million from INR 622 million in the year-ago quarter, according to the average of estimates from seven brokerages. Sequentially, the net profit is expected to fall 20%. The highest estimate for net profit is INR 1.22 billion from 360 ONE Capital Market Pvt. Ltd. and the lowest is INR 850 million from Axis Securities Ltd.

 

Sansera Engineering is expected to report consolidated net sales of INR 9.95 billion, according to the average of estimates. Net sales are expected to be up 30% from INR 7.66 billion in the year-ago quarter. On a sequential basis, net sales are expected to fall marginally. The highest estimate for net sales is INR 10.43 billion from 360 ONE and the lowest is INR 9.57 billion from ICICI Securities Ltd.

 

The company's revenue is expected to grow on the back of higher sales volumes across its key segments but this will be partly offset due to supply chain disruption caused by the West Asia war, brokerages said.

 

Brokerages expect the automobile and auto ancillary sector companies to report healthy on-year growth in the June quarter. The growth is expected to be driven by robust vehicle production, premiumisation, price hikes, and strong domestic demand for passenger vehicles, two-wheelers, commercial vehicles, and tractors. However, most brokerages expect sequential margin pressure due to higher raw material, freight, and manufacturing costs, while the war in West Asia, commodity inflation, supply chain disruptions, and regulatory changes remain key risks.

 

Sansera Engineering's earnings before interest, tax, depreciation, and amortisation are estimated at INR 1.83 billion, according to the average of four estimates, up over 38% from INR 1.32 billion in the year-ago quarter. Sequentially, the EBITDA is expected to fall more than 5%. The highest estimate for EBITDA is INR 1.89 billion from Normura Equity Research and the lowest is INR 1.77 billion from ICICI Securities. 

 

Most brokerages expect the company's EBITDA margin to decline sequentially due to higher input costs caused by the West Asia war, which will be partly offset by the depreciation of the rupee and price hikes during the quarter. Brokerage 360 ONE, however, expects the EBITDA margin to improve due to higher contribution from the aerospace, defence, and semiconductor segments.

 

Sansera Engineering Ltd. manufactures and supplies precision equipment and components to the automotive sector. It also manufactures and supplies precision components to non-automotive sectors such as aerospace, off-road, agriculture, and others. The company will report its earnings for the June quarter Wednesday. Investors will monitor demand for the company's products, which is likely to be affected by possible further price hikes in upcoming quarters and the continuing supply chain disruptions.

 

Tuesday, shares of Sansera Engineering closed 3% lower at INR 3,685.10 on the National Stock Exchange. The shares are up 29% since the company announced its March quarter earnings on May 21.

 

Of the six research reports on the company available with Informist, four have a ‘buy' recommendation on the stock with an average target price of

INR 3,061.25 per share, which is nearly 17% lower than the closing price Tuesday. Two brokerages have a ‘hold' recommendation on the stock with an average target price of INR 2,839.50 per share.

 

The following are the Apr-Jun earnings estimates for Sansera Engineering Ltd. from seven brokerages in descending order of the estimate of net profit

in INR million:

 

Brokerage Name	Net Sales	Net Profit	EBITDA
360 ONE Capital Market Pvt. Ltd.	10,430	1,217	--
Nomura Equity Research	10,037	993	1,890
HDFC Securities Ltd.	9,766	942	--
Anand Rathi Share and Stock Brokers Ltd.	10,156	934	--
Nirmal Bang Equities Pvt. Ltd.	10,115	934	1,871
ICICI Securities Ltd.	9,579	918	1,772
Axis Securities Ltd.	9,580	850	1,790
Average	9,952	970	1,831

 

End

 

Edited by Pankaj Aher

 

For users of real-time market data terminals, Informist news is available exclusively on the NSE Cogencis WorkStation.

 

Cogencis news is now Informist news. This follows the acquisition of Cogencis Information Services Ltd. by NSE Data & Analytics Ltd., a 100% subsidiary of the National Stock Exchange of India Ltd. As a part of the transaction, the news department of Cogencis has been sold to Informist Media Pvt. Ltd.

 

Informist Media Tel +91 (22) 6985-4000

Send comments to feedback@informistmedia.com

 

© Informist Media Pvt. Ltd. 2026. All rights reserved.