Q1 2025 Sansera Engineering Ltd Earnings Call Transcript
Key Points
- Sansera Engineering Ltd (BOM:543358) reported a strong start to FY25 with revenues of INR 7,439 million and an EBITDA of INR 1,275 million.
- The company saw healthy double-digit growth in both domestic and international markets, particularly in the two-wheeler segment.
- Emerging sectors such as non-auto, tech-agnostic, and HCV expanded by 34% year-on-year, with auto tech-agnostic products growing by 68%.
- The Aerospace and Defense segment delivered a top line of INR 256 million, with a 28% year-on-year growth, and new clients like Saab and Triumph Aerospace were added.
- Sansera Engineering Ltd (BOM:543358) has a strong order book of INR 16.9 billion, with 63% from international business, indicating robust future growth prospects.
- The company faced higher logistics costs due to issues on the international freight side, impacting overall expenses.
- There was a 20% degrowth in the Swedish subsidiary, affecting the consolidated growth figures.
- The demand for small cars in the domestic market is on the lower side, and the industry is experiencing heightened levels of inventory.
- One of the key customers in the two-wheeler segment reduced business, impacting the HCV segment despite overall growth.
- The EV segment is facing cost pressures, and the growth rate has slowed down compared to previous years, with some customers postponing their EV launches.
Ladies and gentlemen, good morning, and welcome to the Sansera Engineering Limited Q1 FY '25 Earnings Conference Call hosted by Nirmal Bang Equities Private Limited. This conference call may contain forward-looking statements about the company, which are based on beliefs, opinions and expectations of the company as on date of this call. These statements are not the guarantees of future performance and involve risks and uncertainties that are difficult to predict.
(Operator Instructions)
Please note that this conference is being recorded. I now hand the conference over to Mr. Varun Baxi from Nirmal Bang Securities. Thank you, and over to you, sir.
Thank you, Neha. Good morning. On behalf of Nirmal Bang Securities, I welcome you all to the 1Q FY25 Results Call of Sansera Engineering. We have with us the management team represented by Mr. Preetham, Executive Director and CEO; Mr. Vikas Goel, CFO; and Mr. Praveen Chauhan, Head of Corporate Strategy. We also have with us the SGA team.
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