Sansera Engineering earnings calls.

Sansera Engineering delivered its strongest-ever quarterly performance in Q2 FY26 with revenue of INR 825.2Current reported value: 825.2. No comparable prior figure is available in the source record. crore (up 8.1Current 8.1 crore vs previous available quarter 3 crore.% YoY) driven by robust domestic recovery and exceptional growth in its Aerospace, Defense & Semiconductors (ADS) segment, which surged ~80% YoY to INR 49.6 crore. EBITDA margin held steady at 17.3Current 17.3 crore vs previous available quarter 17.2 crore.% despite headwinds from export weakness and tariff-related uncertainties, demonstrating operational resilience. Gross margins remained stable at 41.2% due to favorable business mix. The ADS segment carries an unexecuted order backlog of ~INR 3,950 crore (cumulative through FY30), providing significant revenue visibility. Management expressed confidence in achieving mid-teens revenue growth for FY26 with a stronger H2, aided by ADS momentum, Swedish operations recovery, and expected stabilization in ICE exports. Key risks include US tariff uncertainty delaying the proposed manufacturing facility, European market weakness persisting, and execution risks in the high-precision aerospace/semicon business where missed FAI cycles could delay mass production by 6-12 months.