Sansera EngineeringNSE:SANSERA
Current view Q4 2026
Makes precision-forged auto parts and is fast building an aerospace, defence and semiconductor arm - sales there jumped 155% to Rs 315 crore, lifting profit and margins. But the stock is priced very richly.
Latest exchange filings last 5 · 5 after Q4 2026
- 9 Sep ’26Sansera Engineering will host a Jefferies group meeting in Bangalore on 15 September 2026. ↗
- 3 Sep ’26Copy of newspaper publication - post dispatch of Annual Report ↗
- 2 Sep ’2644th AGM on September 24, 2026; integrated annual report 2025-26 web link shared. ↗
- 2 Sep ’26Sansera submitted BRSR for FY 2025-26 on September 2, 2026. ↗
- 2 Sep ’26Intimation About Book Closure For The AGM And Dividend 2 Sep ↗
Exchange filings, with the company's own one-line summary, read off the same page as the figures. Screener publishes only the most recent few, so this is the last 5 — not everything filed since your note, and a quiet-looking list is not proof of a quiet quarter. A filing is marked new when it is dated after the end of the quarter your note covers. Not scored, and not a judgement — a routine repayment notice and a takeover sit in the same list.
AI concall report · Q4 2026
The full earnings-call read behind this view — what management promised, what they delivered, and the earning trigger.
Growth Q4 2026
| Metric | This year vs lastYoY · vs Q4 2025 | vs the quarter beforeQoQ, sequential · vs Q3 2026 | 3-year yearly average3Y CAGR · compounded | 5-year yearly average5Y CAGR · compounded |
|---|---|---|---|---|
| Sales | ▲ +27.8% | +10.0% | +14.4% | +17.7% |
| Operating profit | ▲ +52.0% | +19.1% | +19.4% | +17.9% |
| EPS | ▲ +103.5% | +76.5% | +23.5% | +17.7% |
| PAT | ▲ +108.5% | +78.3% | — | — |
Tinted rows drive the Tier. Tier = the weaker of YoY Sales and YoY PAT growth. Here the weaker is Sales at +27.8%, which is ≥ 20% → Tier 1.
QoQ is sequential, not a trend. For most Indian companies the March quarter is seasonally the largest, so a June-quarter fall against it is a calendar effect. Only the YoY column feeds the Tier.
Multibagger potential
Average50/100
Growing fast — and the market has noticed. Profit per share grew 23% a year, and buyers now pay more for each rupee of it than they did a year ago. Some of the re-pricing has already happened.
₹4,457 → ₹8,914 needs the P/E at 91× — it is 86× today, and has ranged 22× to 78× over the last 5 years. The rest would come from earnings growing as they have.
What you pay for its profitlog scale · 5-year range
Tripling needs 136× — never traded above 78× in 5 years.
At ₹1,756 the price-tag on its earnings reaches the 34× it is being projected toward — the point where being cheap against that yardstick is used up.
Re-rated already, on growth that doesn't fully back it.
How this is calculated
This is arithmetic, not a forecast — Return = ΔEPS × ΔMultiple. It says what would have to be true, not how likely it is, and "earnings keep growing at this rate for three more years" is the assumption doing the most work. This is a mid-cap at ₹24,767 cr, so the odds of a re-rate are not fighting its own size.
Growth rate used: 23.5% — the weakest of EPS / Sales / Op-profit from 3-year EPS CAGR. Latest quarter reads 60%.
How it compares with its rivals Auto · 6 of 129 listed
It earns 15% on its capital, fourth of 6, and it is the second most expensive of the 6 shown.
| Company | Price | P/E | Size | ROCE | Profitlast qtr | Saleslast qtr |
|---|---|---|---|---|---|---|
| Sansera Enginee. | ₹4,211 | 70.5× | ₹26,275 Cr | 14.5% | +59.0% | +33.3% |
| Samvardh. Mothe. | ₹165 | 38.0× | ₹1.74 L Cr | 13.4% | +81.5% | +16.6% |
| Bosch | ₹47,750 | 59.6× | ₹1.41 L Cr | 21.5% | +5.2% | +22.0% |
| Bharat Forge | ₹1,992 | 94.3× | ₹95,228 Cr | 12.6% | −57.7% | +18.7% |
| Uno Minda | ₹1,240 | 58.6× | ₹71,597 Cr | 19.6% | +1.8% | +23.8% |
| Schaeffler India | ₹4,139 | 50.1× | ₹64,693 Cr | 27.9% | +13.7% | +17.5% |
Screener's own peer group, from the request already made for the industry P/E. It serves the industry's largest names by market cap, not companies of a similar size, so treat this as context rather than a like-for-like table; this company is always shown. On a phone the price, size and sales columns are dropped rather than pushed off the edge. Not part of the score.
Business quality to Jun 2026
| Are the margins widening? | yes — a little wider than 3 years earlier | operating margin 17% → 19% over 3 years |
|---|---|---|
| Did the profit turn into cash? | most of it arrived as cash | 75% last year, 83% over three · free cash flow −₹123 cr, positive in 2 of 5 years |
| Is the growth borrowed? | lightly borrowed | ₹591 cr — 0.19× its own equity (was 0.15×) |
| Is it being collected? | collection is steady | 65 days to collect, up 10 in a year · cash cycle 98 days |
| Who has been buying? | the promoters have been selling | promoters 29.2% (−1.1 in a year), 35.2% → 29.2% over 2.8 years · FIIs 21.5% (+2.0) · DIIs 31.0% (−5.8) · shareholders 71,930 → 1,04,350 |
| What does it earn on its capital? | earns a fair return on its capital | ROCE 14.5% · ROE 11.8% |
Fetched from the filings, not typed — and deliberately not part of the score. These are the questions the score cannot ask: it reads growth, price and trend, so a company can score well while its profit never becomes cash. Weigh these beside the note, not against the number.
Screener's own checklist not mine, not the score
In its favour
- Company has delivered good profit growth of 26.2% CAGR over last 5 years
Against it
- Stock is trading at 8.59 times its book value
- Promoter holding has decreased over last quarter: -0.89%
- Company has a low return on equity of 12.1% over last 3 years.
Generated by screener.in from a fixed checklist — not written by me and not an input to the score. It is here as a second machine opinion to weigh against the note; where it disagrees with the view above, the note is the considered one.