Whalesbook
Sansera Engineering ke shares ne Thursday ko ₹2,875 ka naya intraday record banaya, jo ki BSE par 16% ka bada jump tha. Iska poora credit Q4FY26 mein company ki shandaar performance ko jata hai.
Q4 Ka Dhamaka Kaise Hua?
Automotive components banane wali company ka domestic business 18.5% YoY grow kiya. Lekin asli kamaal toh international business mein hua, jo 47% YoY badha. Exports lagbhag double ho gaye, mostly semiconductor business ki wajah se. US ko export bhi 25.9% YoY badhe, jismein non-automotive sector aur passenger vehicles ka bada hath tha.
Non-Auto Sector Ki Bang?
Company ka non-automotive segment bhi dumdaar dikha, jismein 70.5% YoY growth mili. Iska mukhya karan aerospace, defense, aur semiconductor (ADS) business raha, jo pichhle saal ke muqable mein double se bhi zyada ho gaya. Management ko umeed hai ki yeh growth aage bhi aise hi chalti rahegi.
Financials Mein Kya Hai Khaas?
Consolidated revenue 28% YoY badhkar ₹998.70 crore ho gaya. Profit after tax toh ₹59.2 crore se ₹123.1 crore tak pahunch gaya, matlab double se bhi zyada! Ebitda bhi 52% YoY badhkar ₹192.9 crore ho gaya, aur Ebitda margins bhi 16.3% se 19.3% tak pahunch gaye, jo ki 300 basis points ka sudhaar hai.
Order Book Aur Future Ka Plan
March 2026 tak ADS business ke liye pending orders ₹4,463.8 crore ke hain. Company ka kehna hai ki strong demand, global supply chain mein adjustments, aur India mein badhte manufacturing sector ki wajah se unke liye market opportunities badh rahi hain. Early entrant hone ka faida company ko mil raha hai.
Analysts Kya Keh Rahe Hain?
ICICI Securities ne note kiya ki Sansera ka international business semiconductor operations ki wajah se apne highest-ever quarterly revenues par pahuncha. FY26 ke end tak cumulative order book ₹1,920 crore tha (December 2025 se kam). Lekin ADS segment ne Q4FY26 mein ₹109 crore aur poore FY26 mein ₹315 crore kamaye. FY27 ke liye company ₹550-₹600 crore ka revenue expect kar rahi hai. Brokerage ke hisab se stock FY28 ke liye estimated earnings per share ka lagbhag 30 guna par fair value kar raha hai.