External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

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Equity Bottom-Up

<ul><li>New Orders and Customer Additions: Sansera maintains a healthy order book, with annual peak revenues of Rs 2,005 Cr (Rs 320 Cr in Q2FY25), with 51% of orders coming from the Non-Auto and Auto Tech Agnostic and EV segments, and 60% of the orders being international.</li><li>The company has signed an MoU with Dynamatics Technologies Ltd to manufacture Airbus A220 aircraft door assemblies, which is expected to generate Rs 50 Cr in annual orders starting from FY26.</li><li>EBITDA Margins: Supported by a strong order book, management is confident of achieving 20% margins in the long term.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

New Orders and Customer Additions: Sansera maintains a healthy order book, with annual peak revenues of Rs 2,005 Cr (Rs 320 Cr in Q2FY25), with 51% of orders coming from the Non-Auto and Auto Tech Agnostic and EV segments, and 60% of the orders being international.The company has signed an MoU with Dynamatics Technologies Ltd to manufacture Airbus A220 aircraft door assemblies, which is expected to generate Rs 50 Cr in annual orders starting from FY26.EBITDA Margins: Supported by a strong order book, management is confident of achieving 20% margins in the long term.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Sansera Engineering Ltd  - Robust Margins in Q2; Strong Financials to Support Future Growth

<ul><li>Sansera boasts a healthy order book with annual peak revenues of Rs. 1,685 Cr, with 49% of orders coming from the Non-Auto and Auto Tech Agnostic &amp; EV space (and 63% being international).</li><li>Although the quarter saw a 20% decline in the Swedish subsidiary, the management confirmed business wins on two engine platforms from Volvo.</li><li>The company has also added Saab and Triumph Aerospace to its customer list and is receiving heightened interest in ultra-high precision components used in semiconductor machining/ manufacturing</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Sansera boasts a healthy order book with annual peak revenues of Rs. 1,685 Cr, with 49% of orders coming from the Non-Auto and Auto Tech Agnostic &amp; EV space (and 63% being international).Although the quarter saw a 20% decline in the Swedish subsidiary, the management confirmed business wins on two engine platforms from Volvo.The company has also added Saab and Triumph Aerospace to its customer list and is receiving heightened interest in ultra-high precision components used in semiconductor machining/ manufacturingContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Sansera Engineering Ltd  - Strong Order Books

<ul><li>Sansera Engineering Ltd.'s revenue slightly beat our estimates by approximately 3.3%, while EBITDA/PAT were in line with our estimates.</li><li>Revenue stood at Rs 713 Cr, up around 28%/3% YoY/QoQ. The improvement in topline was driven by a 32%/27% YoY increase in International/domestic revenues respectively.</li><li>The reported EBITDA of Rs 121 Cr was up approximately 39%/2.5% YoY/QoQ, with EBITDA Margins of 16.9%, up 138bps YoY (flat QoQ). </li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Sansera Engineering Ltd.'s revenue slightly beat our estimates by approximately 3.3%, while EBITDA/PAT were in line with our estimates.Revenue stood at Rs 713 Cr, up around 28%/3% YoY/QoQ. The improvement in topline was driven by a 32%/27% YoY increase in International/domestic revenues respectively.The reported EBITDA of Rs 121 Cr was up approximately 39%/2.5% YoY/QoQ, with EBITDA Margins of 16.9%, up 138bps YoY (flat QoQ). Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Sansera Engineering Ltd - Strong Orderbook to Drive Growth Across All Verticals

<div><div><div><div><ul><li>We initiate coverage on Sansera Engineering Ltd (Sansera) with a BUY recommendation and price target of Rs 1,210/share, implying an upside of 26% from the CMP.</li><li>We expect the company to generate strong operating cash flows driven by (i) Strong product pipeline, (ii) Higher sales mix in Non-Auto ICE components, (iii) Higher exports, (iv) Management’s unwavering focus on improving margin trends, and (v) Execution Capabilities.</li><li>We believe these traits will be value-accretive for the company’s bottom line. </li></ul></div></div></div></div><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

We initiate coverage on Sansera Engineering Ltd (Sansera) with a BUY recommendation and price target of Rs 1,210/share, implying an upside of 26% from the CMP.We expect the company to generate strong operating cash flows driven by (i) Strong product pipeline, (ii) Higher sales mix in Non-Auto ICE components, (iii) Higher exports, (iv) Management’s unwavering focus on improving margin trends, and (v) Execution Capabilities.We believe these traits will be value-accretive for the company’s bottom line. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Sansera Engineering Ltd - Pioneering Precision for Over Four Decades; Robust Order Book

India

Sansera Engineering manufactures complex and critical precision-engineered components for both automotive and non-automotive sectors. The company's products include components for engines, transmissions, suspension, braking, and chassis systems for two-wheelers, passenger vehicles, and commercial vehicles, as well as parts for aerospace, defense, and semiconductor equipment. Headquartered in Bengaluru, India, the company was founded in 1981.

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Sansera Engineering (SANSERA IN)

Sansera Engineering Ltd - Robust Margins in Q2; Strong Financials to Support Future Growth

Sansera maintains a healthy order book, with annual peak revenues of Rs 2,005 Cr (Rs 320 Cr in Q2FY25), with 51% of orders coming from the Non-Auto...

Axis Direct

Sansera Engineering Ltd - Strong Order Books

Sansera boasts a healthy order book with annual peak revenues of Rs. 1,685 Cr, with 49% of orders coming from the Non-Auto and Auto Tech Agnostic &...

Axis Direct

Sansera Engineering Ltd - Strong Orderbook to Drive Growth Across All Verticals

Sansera Engineering Ltd.'s revenue slightly beat our estimates by approximately 3.3%, while EBITDA/PAT were in line with our estimates.

Axis Direct

Sansera Engineering Ltd - Pioneering Precision for Over Four Decades; Robust Order Book

We initiate coverage on Sansera Engineering Ltd (Sansera) with a BUY recommendation and price target of Rs 1,210/share, implying an upside of 26%...

Axis Direct

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