DINESH

Sansera Engineering

Latest CMP 3,925
Today's Change ▲ 3.66%
52-Week High / Low 3,925 | 1,250
Price Date: 14-Aug-2026
Recommendation Sell
Target Price 4,320
Expected Upside 4.9%
Forecast Horizon 2 Years
Historical CAGR Not Available
1,000 Invested
Today's Value
Investment Period < 5 Years

Stock Snapshot

Post Results Return
+13.4%
Positive Re-rating
1-Year Target Price
4,288
2-Year Target Price
4,320
52-Week High / Low
3,925 / 1,250
20-Day Return
+17.7%
Market Cap (Cr.)
24,490
Current PE
58.7
P/BV Ratio
7.6
Dividend Yield
0.2%
Industry PE
33.1

Price Performance

Basis of our Recommendation

Sansera Engineering's recent performance and outlook reflect a strong position in the automotive ancillary sector, bolstered by a robust order backlog and margin expansion. Management has highlighted growth potential in the Aerospace, Defence, and Semiconductor segments, which are expected to drive revenue visibility and enhance profitability. Despite facing cost pressures, the company's strategic diversification and focus on value-added services align well with the industry's shift towards electric vehicles, supporting Vista's forecast of stable revenue growth and improving margins. The current macroeconomic environment in India, characterized by strong auto sales and favorable liquidity conditions, further underpins this outlook. However, the stock's premium valuation and potential headwinds from rising commodity prices warrant caution. Over the next 12-24 months, key opportunities include leveraging growth in the electric vehicle market and expanding into high-demand sectors, while watchpoints include managing cost inflation and geopolitical risks that could impact margins

👍 Why We Like This Stock

  • Strong order backlog and growth potential in Aerospace, Defence, and Semiconductor segments enhance revenue visibility
  • Margin expansion is supported by a strategic focus on value-added services and adaptation to electric vehicle trends
  • Favorable macroeconomic conditions in India, including strong auto sales and liquidity, support a positive outlook

Things To Watch Out For

  • The stock trades at a premium valuation, which may limit upside potential
  • Rising commodity prices pose a risk to margin improvement
  • Geopolitical tensions could impact operational stability and cost structures

Key Parameters

Balance Sheet Strength
Conservatively Financed
Market Share
Stable
Industry Outlook
Improving
Analyst View
Strong Buy
Dividend History
Regular
FII Holdings
Increasing

Financial Snapshot

Actuals Forecast
FY24 FY25 FY26 FY27 FY28
Revenue (Cr.) 2,811 3,017 3,498 3,618 3,989
Profit Before Tax (Cr.) 256 291 448 554 586
PBT Margin 9.1% 9.6% 1280.7% 15.3% 14.7%
Net Profit (Cr.) 188 228 351 437 458
Earnings Per Share 29.9 36.2 55.8 69.4 73.4

Analyst Recommendations

Broker Recommendation Target Price Date
Axis Securities ► Hold 2,765 22-May-2026
Goldman Sachs ▲ Buy 4,130 20-Jul-2026
HDFC Securities ▲ Buy 3,266 22-May-2026
ICICI Securities ► Hold 3,100 22-May-2026
Consensus Recommendation ▲ Strong Buy
Consensus Target 4,130
Coverage 4 Analysts
Analysts' Viewpoint
Sansera Engineering's diversification strategy and robust order backlog in the Aerospace, Defence, and Semiconductor segments enhance revenue visibility and market position. Analysts highlight the company's strong Q4FY26 performance and margin expansion as key growth drivers. However, they acknowledge the presence of near-term cost pressures that could impact profitability. Overall, the company's strategic initiatives and sectoral growth prospects underpin the favorable analyst consensus.

Company Overview

Show Company Profile

Sansera Engineering Limited engages in the manufacture and sale of precision engineered components for automotive and non-automotive sectors in India, Europe, the United States, and internationally. The company offers automotive components, such as connecting rods, rocker arms, finger followers, balancer shafts, gear shifter forks, suspension and steering parts, assembly components, aluminum parts, drivetrain and rotar parts, sprockets, adapters, rocker shafts, housing shift lever shafts, lever and arm shifts, shaft propellers, spacer input gears, shaft controls, braking system parts, tans axle parts, generator shafts, valve bridges, braking assembly parts, transmission parts, and chassis parts for two- wheelers, passenger vehicles, four-wheelers, and commercial vehicles, as well as crank shafts. It also provides products for off-road vehicles; industrial and stationery engines; agriculture; aerospace; and medical implants. In addition, the company offers forging and other related services. Sansera Engineering Limited was incorporated in 1981 and is headquartered in Bengaluru, India.