Sansera Engineering Limited — Interim / Quarterly Report 2026

Nov 12, 2025

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November 12, 2025

The National Stock Exchange of India Ltd Exchange Plaza, C-1, Block G Bandra – Kurla Complex Mumbai 400051

The Department of Corporate Services BSE Limited, P.J. Towers, Dalal Street Mumbai 400001

Scrip Symbol: SANSERA

Scrip Code: 543358

Dear Sir/ Madam

Subject: Investors Presentation

Please find attached a copy of Investors presentation that would be used in the earnings call on November 13, 2025 at 9.30 am (IST) on the unaudited financial results of the Company for the quarter and six months’ ended September 30, 2025.

The above presentation will also be made available on the website of our Company at www.sansera.in.

Kindly take the same in your record.

Thanking you,

for Sansera Engineering Limited

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Rajesh Digitally signed by Rajesh Kumar Modi Kumar Modi Date: 2025.11.12 22:01:35 +05'30'

Rajesh Kumar Modi Company Secretary and Compliance Officer M.No. F5176

Encls: a/a

SANSERA ENGINEERING LIMITED

Reg Off: Plant 7, No. 143/A, Jigani Link Road, Bangalore-560 105, India, Tel: +91 80-27839081/82/83. Fax: +91 80-27839309 E-mail id: info@sansera.in Website: www.sansera.in CIN: L34103KA1981PLC004542

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Sansera Engineering Ltd

Q2FY26 Investor Presentation

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Performance Highlights

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Management Commentary

Mr. B R Preetham Executive Director & CEO

“I am pleased to update you that we crossed INR 8,000 million in sales during the quarter and reached a topline of INR 8,252 million, with a YoY growth of 8%. With our focus on engineering innovation and operational efficiency, we navigated industry challenges effectively and maintained robust profitability with EBITDA margins at 17.3% and PAT at 8.7%. Our benchmark performance during the quarter was driven by the standout performance of the ADS division, which registered sales of INR 496 million and targeting annual sales of INR 3,000 to 3,200 million in FY26. With over 400 employees under the able leadership of Mr. Hari Krishnan, this segment has become a strategic priority for Sansera. In line with our unexecuted order backlog of INR 39,533 million, we are committed to invest towards this business. The uptrend in the Indian auto space following GST cuts is expected to benefit the entire industry, especially entry-level vehicles. We look forward to capitalizing on this opportunity with our traditional and new-age components, which bring in higher kit values. From a geographic perspective, we are constantly expanding our horizons and engaging with prospective customers in newer geographies, particularly Japan and Korea.

Over the years, future-proofing and diversification have been our north star. With our high-precision offerings in both auto and non-auto segments, we continue to move forward in this direction to generate stronger-than-industry growth.”

2

Performance Highlights

• › In Q2FY26, the India Business delivered a growth of 8.5% YoY, whereas the international business delivered a growth of 7.3% YoY

• › Within the international business, there was a mixed performance across geographies

• › Exports to USA grew by a strong 14.9% on a YoY basis, primarily driven by improvement in offroad, industrial engines and ADS segment

• › Sweden business continues to remain strong with sales of Rs. 589 Mn, 79.1% YoY growth

• › Exports to Europe (excluding sales from Sweden Plant) witnessed a decline due to the supply chain challenges and slowdown in PVs segment

• › Exports to other countries delivered the highest growth amongst the international business. It grew by 28.3% YoY. This is largely driven by ADS segment

• › Within the business segments, Non-auto business grew at a much faster rate as compared to the Auto business during the quarter

• › ADS delivered an exceptional growth of 80.0% YoY, this quarterly run rate is expected to accelerate from hereon

• › Off-Road and Agriculture segment delivered a YoY growth of 46.7% and 17.7% YoY, respectively

• › On the Auto side:

• › 2-Wheeler continues to deliver a decent growth of 7.1% YoY, led by a 12.4% YoY increase in motorcycles, while scooters saw a decline of 11.2%

• › PV segment de-grew by 11.3% primarily due to slower demand in the international market

• › CV segment achieved a strong growth of 18.3% YoY largely owing to the Sweden business

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INR in Mn
Margin (%)
Revenue EBITDA PAT
8% 17.4% 17.3% 6.8% 8.7%
8,252
7,634 7%
1,431
1,331 +38%
714
516
Q2FY25 Q2FY26 Q2FY25 Q2FY26 Q2FY25 Q2FY26
6% 17.3% 17.3% 6.8% 8.4%
15,915
15,073
6%
2,752
2,607 +32%
1,344
1,018
H1FY25 H1FY26 H1FY25 H1FY26 H1FY25 H1FY26 3
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INR in Mn

Auto-Tech Agnostic

Auto – ICE

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Non-Auto Q2FY26 Sales Contribution
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Auto – ICE Auto-Tech Agnostic xEV Non-Auto
5,665
5,367
5,194
1,028
869
662 708 687
657
494
369 387
Q2FY25 Q1FY26 Q2FY26 Q2FY25 Q1FY26 Q2FY26 Q2FY25 Q1FY26 Q2FY26 Q2FY25 Q1FY26 Q2FY26
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13%
9%
5%
73%
Auto ICE Tech - Agnostic
xEV Non Auto
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Sales mix (%)	Q2FY26 Q2FY25	Q1FY26	H1FY26	H1FY25
India	70.2% 69.9%	68.7%	69.5%	68.8%
Europe USA Other Foreign Countries International Exports from India Sweeden Sales	16.3% 17.8% 8.8% 8.3% 4.7% 4.0% 29.8% 30.1% 22.2% 25.5% 7.6% 4.6%	19.9% 8.4% 3.0% 31.3% 22.4% 8.9%	18.0% 8.6% 3.9% 30.5% 22.3% 8.2%	18.7% 9.2% 3.3% 31.2% 26.4% 4.8%
TOTAL	100.0% 100%	100%	100.0%	100.0%

Q2FY26 Geographical Mix

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5%
9%
16%
70%
India USA
Europe Other Foreign countries
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Historical Data Available on slide 27 & 28

4

Peak Annual Revenues for New Business

Expanding product portfolio and customer base with a focus on capitalizing on the high-growth emerging segments

INR in Mn

Segment wise Orderbook*

49% 45% 50% 45% 48% 26% 25% 17% 19% 17% 25% 30% 33% 36% 35% Sep-24 Dec-24 Mar-25 Jun-25 Sep-25 Non-auto Auto-Tech Agnostic & xEV Auto-ICE Rs. 20.1 Bn Rs. 22.0 Bn Rs. 18.5 Bn Rs. 20.2 Bn Rs. 21.5 Bn Domestic 40% 38% 38% 37% 37% Global 60% 62% 62% 63% 63%	Total value of Rs. 21,458 Mn ADS 24% xEV 7% Tech Agnostic 10% PV + CV 31% 2W 17%

Key highlights

• Order book represents peak annual revenues for new business

• This is based on LOIs / POs for which production has started beyond 1-Apr2025 or is yet to start.

• This orderbook is expected to reach its peak annual revenue in the next 3 years

• In addition, the company is continuously working on adding new orders in all the segments

Represents LOIs / POs for which production has started beyond 1-Apr-2025 or is yet to start. *Order book represents peak annual revenues for new business

5

ADS Segment Highlights

INR in Mn

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Segment Revenue Total Unexecuted Order Backlog
Existing ADS Capacity
864
39,533
496
11,684 140,000 sq ft 2/3 of the space 1/3 of the space
367 28,713 Covered area of current dedicated for dedicated for defence
facility Aerospace & Semicon
276
INR 6,000 Mn
Revenue potential at fully planned capacity utilization
Q2FY25 Q1FY26 Q2FY26
Mar-25 New orders Orders Sep-25
H1FY26: 864 executed Future Plans
in H1FY26
•
Planned capex of INR 2,500 Mn over the next few years towards building,
machinery, etc.
FY26 ADS Revenue guidance of •
Total order Booked Value Entered to regular production of semi-conductor parts manufacturing ramp-
INR 3,000 – 3,200 Mn up in 2026-Q3 & Q4 is the stable period.
~ INR 39,533 Mn
•
Entering into more complex and large structural parts, supported with in-
house surface treatment facility
This order backlog is executable in
FY27 ADS Revenue guidance of
~ 5 years
INR 5,000 – 5,500 Mn
6
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Particulars (INR in Mn) Q2FY26 Q2FY25 YoY H1FY26 H1FY25 YoY	Particulars (INR in Mn) Q2FY26 Q2FY25 YoY H1FY26 H1FY25 YoY	Particulars (INR in Mn) Q2FY26 Q2FY25 YoY H1FY26 H1FY25 YoY	Particulars (INR in Mn) Q2FY26 Q2FY25 YoY H1FY26 H1FY25 YoY	Particulars (INR in Mn) Q2FY26 Q2FY25 YoY H1FY26 H1FY25 YoY	Particulars (INR in Mn) Q2FY26 Q2FY25 YoY H1FY26 H1FY25 YoY	Particulars (INR in Mn) Q2FY26 Q2FY25 YoY H1FY26 H1FY25 YoY
Revenue From Operation	8,252	7,634	8%	15,915	15,073	6%
Cost of goods sold (incl power & fuel cost)	4,853	4,479		9,287	8,809
Gross Profit	3,399	3,154	8%	6,628	6,264	6%
Gross Profit Margin	41.2%	41.3%		41.6%	41.6%
Employee benefit expenses	1,584	1,101		2,780	2,169
Other Expenses	384	722		1,096	1,488
EBITDA	1,431	1,331	7%	2,752	2,607	6%
EBITDA Margin	17.3%	17.4%		17.3%	17.3%
Other Income	116	39		233	42
Depreciation and amortisation expense	503	425		980	825
EBIT	1,044	944	11%	2,006	1,824	10%
EBIT Margin	12.6%	12.4%		12.6%	12.1%
Finance Cost	81	230		186	422
Profit before Tax	962	715	35%	1,820	1,402	30%
Share of net profit of associates accounted for using the equity method, net of tax	-10	-3		-20	-4
Tax	238	195		455	380
Profit After Tax	714	516	38%	1,344	1,018	32%
Profit After Tax Margin	8.7%	6.8%		8.4%	6.8%
EPS – Basic (Rs.)	11.56	9.38		21.61	18.62
EPS – Diluted (Rs.)	11.53	9.38		21.54	18.47

7

Assets(INR in Mn)	Sep-25	Mar-25
Non - Current Assets	24,759	22,777
Property Plant & Equipments	18,448	17,780
Right of use assets	1,318	1,195
CWIP	2,398	1,945
Goodwill	385	361
Intangible assets	41	40
Investments accounted for using the equity method	392	313
Financial Assets
i) Investments	312	195
ii) Loans	4	2
iii) Other Financial Assets	339	312
Current tax assets (Net)	83	91
Other Non Current Assets	1,039	542
Current Assets	15,000	14,594
Inventories	6,140	5,010
Financial Assets
(i) Investments	13	9
(ii) Trade receivables	4,660	4,546
(iii) Cash and cash equivalents	545	515
(iv) Bank balances other than cash and cash equivalents	2,969	3,715
(v) Loans	34	33
(vi) Other financial assets	120	90
Other Current Assets	518	675
Total Assets	39,759	37,372

Equity & Liabilities (INR in Mn)	Sep-25	Mar-25
Total Equity	28,949	27,669
Equity Share Capital	124	124
Instruments entirely equity in nature		0
Other Equity	28,648	27,372
Non Controlling Interests	177	173
Non-Current Liabilities	3,732	3,960
Financial Liabilities
(i) Borrowings	1,396	1,713
(ia) Lease liabilities	1,050	944
(iii) Other Financial Liabilities
Provisions	49	45
Deferred Tax Liabilities (Net)	804	799
Other non-current liabilities	433	458
Current Liabilities	7,078	5,743
Financial Liabilities
(i) Borrowings	1,797	1,269
(ia) Lease liabilities	150	129
(iii) Trade payables	4,161	3,623
(iv) Other financial liabilities	461	282
Other Current Liabilities	375	371
Provisions	50	23
Current tax liabilities (Net)	83	45
Total Equity & Liabilities	39,759	37,372

8

Particulars (INR in Mn)	H1FY26	H1FY25
Profit Before Tax from continuing operations	1,799	1,398
Adjustments to reconcile profit before tax to net cash flows	1,137	1,260
Operating profit before working capital adjustments	2,936	2,658
Working capital adjustments	(497)	(402)
Cash generated from Operations	2,438	2,255
Direct taxed paid (net)	(389)	(296)
Net Cash generated from Operating Activities	2,049	1,959
Net Cash used in Investing Activities	(1,883)	(2,937)
Net cash (used in)/generated from financing activities	(1)	1,677
Net increase/(decrease) in cash and cash equivalents	165	699
Add: Cash & Cash equivalents at the beginning of the period	515	486
Effect of exchange differences on translation of foreign currency cash and cash equivalents	(134)	(33)
Cash & Cash equivalents at the end of the period	545	1,152

9

Recent Award Wins During The Quarter

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Achieved the IGBC Platinum Rating
for Plant 11 and ADS Plant
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Received No. 1 Star exporter award
by Fkcci 2025
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FKCCI CSR Award Quality Award from Knorr-Bremse
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10

Fueling Growth through Capital Investments

By investing in innovation, expanding footprint and increasing automation, Sansera intends to capitalize on opportunities across diverse sectors in the engineering landscape

Capex Breakdown (H1 FY26)

FY26 Capex Plans

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Total capex of
INR 2,034 Mn
64%
11%
Non - Auto 43%
Auto PV/CV 24%
22%
Auto 2W (Legacy components) 5%
3%
Auto (Tech. agnostic + xEV) 3%
Land & Building
Plant & machinery Common capex 23%
Others
CWIP Maintenance 2%
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• Forging capacity expansion to support growth

• ADS equipment in line with current orderbook

• Capacity creation in new facility at Pantnagar with high focus on domestic 2W components

11

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Company Overview

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Sansera: Manufacturer of High-End Precision Engineered Components across Multiple Automotive and Non-Automotive Sectors

Sansera is committed towards diversifying its revenue mix further in emerging segments to 40% while growing the overall business

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17
4 Decades
Integrated Manufacturing
of Engineering Expertise Units
Long-standing relationship 97+
with top OEMs Clients across 27 countries 73%
2W
H1FY26 42.6%
In-house
Machine Building
11,300 Employees with
& Automation capabilities 575 Engineers FY25 43.8%
FY21 45.7%
Strong Financial Performance (INR Mn)
Margin (%)
Revenue EBITDA PAT
30,168 2011
18.1% 17.1% 17.3% 7.0% 7.2% 8.4%
Light
5,148 2,169
Commercial
Vehicles
15,593 15,915
1,344
2,821 2,752 1,099
Began strengthening
portfolio with light
commercial vehicle
components
FY21 FY25 H1FY26 FY21 FY25 H1FY26 FY21 FY25 H1FY26
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Diversification Led Growth… Reflecting in Shifting Revenue Mix

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Auto Tech-agnostic & xEV Non-Auto
15% FY25 (5% - FY21) 12% FY25 (12% - FY21)
Tech agnostic xEV ADS Others
9.4% 5.1% 5.8% 6.9%
8.9% 5.9% 4.4% 7.2%
5.0% - 3.8% 7.8%
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Auto ICE

H1FY26 FY25 FY21		73%FY25 (83% - FY21) 2W PV CV 42.6% 16.4% 13.2% 43.8% 18.6% 10.5% 45.7% 23.4% 13.4%

Emerging segments

2013 2017 2024 Aerospace Global Semicon Milestone Expansion Equipment

Acquired Sansera Sweden , Launched a dedicated facility marking entry into the heavy to manufacture aerospace commercial vehicle segment components and reinforcing global presence.

Extending commitment to high precision by entry into semiconductor fab equipment and critical component segments

13

Powering Innovation and Growth for Four Decades

• Commenced supply of semiconductor products

• Added large non automotive export customers

Acquired Mape Sweden, a European manufacturer export customers of connecting rods for 2025 • Initiated construction to HCV expand the Pantnagar facility • Invested in a very large piece of land 55 acres in Karnataka. 2015 2014 2017 • Started operations of a new machining facility at Obtained investment from 2024 Plant 1 ~~1~~ , Bidadi Client Ebene Ltd & Initiated operations at Commenced the • Commenced export of EV the dedicated facility 2013 CVCIGP Il Employee for Aerospace production of tech2019 components for PVs and Ebene Ltd. agnostic aluminiumCVs forged & machined parts • Initiated development of suspension & drivetrain components for a leading domestic electric 2W OEM Started the supply of 2012 • Engineered multiple drivetrain machined connecting components for hybrid PVs & rods to KirloskarToyota advanced steering components for PVs Opened a dedicated 2004 - 2020 • Commenced the development of 2023 facility to Manufacture crankshafts for braking assemblies in Aerospace components 2008 HCVs and AS9100 certification • Achieved Platinum Certification for Plant 11 under the IGBC Green • Commenced operations at Factory Buildings rating programme • Concluded the construction of new new plants in Haryana, Aerospace and Defense plant 1981 1990 Maharashtra and 2021 • Strategic investment in MMRFIC 1986 Uttarakhand Technology Pvt Ltd (Bengaluru) • Secured investment from 2022 • Secured business for larger connecting Monsoon India Inflection rods from a North American based OEM Inducted co-promoters, Equity Fund • Initiated the development of components for PV • Began construction of a dedicated Incorporated by Mr Received the first Mr F R Singhvi, Mr Unni braking assemblies and BEV drivetrains machining facility at Plant 11 in Bidadi S Sekhar Vasan purchase order Rajgopal & Mr D Devarai • Secured a prestigious project for machining Established a new machining facility dedicated from Maruti Udyog aircraft engine casings Limited • Achieved a significant milestone by listing on to aluminum-forged parts NSE and BSE production

• Initiated construction to expand the Pantnagar facility

• Invested in a very large piece of land 55 acres in Karnataka.

14

Delivering Precision Globally

Robust infrastructure & fungible manufacturing capabilities catering to 99[1] auto and non-auto customers across 28 countries[2]

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Integrated Manufacturing
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Global Presence

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Manesar
Pantnagar (1)
(Gurgaon) (1)
Mehsana (1)
Chakan (Pune) (1)
Bengaluru
and Bidadi (10)
Tumkur (2)
Fungible Production LinesKey Highlights
Interchangeable capacity across auto and non-auto
32% Total Product Sales from Exports (FY25)
Revenue Across Geographies (FY25)
9% 4%
India
18%
Europe
USA
69%
Other Foreign countries
15
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28
Countries [2]
Client Presence Manufacturing Facilities 2W OEM Clientele PV OEM Clientele
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Maps not to scale. All data, information, and maps are provided "as is" without warranty or any representation of accuracy, timeliness or completeness. Notes: 1. Some customers may appear in more than one category. 2. Including India.

Engineering Led Legacy Solutions: Auto ICE

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2Ws
Connecting Crankshaft Rocker Arm Balancer Gear Shifter Flywheel
Rods Shaft Fork
PV
Bogy Nozzle Gear Fork Timing Adapter Lever Shift Finger Housing
Shift Sprocket Follower Shift Levers
CV
Fractured Con Gear Shifter Braking Parking Pawl Guide Bush
Rod Fork Crank Shaft
9
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Revenue Contribution (FY25) Key Customers • 37.1% 6.7% All major Indian OEMs • Premium OEMs in Europe, US and Japan Motorcycle Scooters • Major Indian and Japanese OEMs 18.6% • Indian multinational automotive manufacturing company • Passenger Vehicles Key North American and European OEMs

• Major Indian and Japanese OEMs

• • Indian multinational automotive manufacturing company

• • Key North American and European OEMs

• • Global Tier 1 Supplier

• Leading Indian & European OEMs

• • Global supplier of actuation and motion control systems

10.5% Commercial Vehicles

• Major European, Japanese and US OEMs

• • Global Supplier of Braking Systems

• 60%

• Total Long term

• • Proven track record of developing complex Revenue

• 73% contribution and critical precision engineered components

• Total FY25 Revenue for the automotive sector , consistently contribution achieving excellence over the years

• While the share of Auto ICE has moderated , it continues to remain a robust and growing foundation for operations

• Potential to grow business further both in domestic and global markets

• Consolidating product manufacturing across facilities to harness synergies and unlock capacity efficiencies

Note: Balance Revenue is from 3W segment

16

Engineering Led Emerging Solutions: Auto (Tech-Agnostic and xEV)

Revenue Contribution (FY25)

• Key Customers

• • European premium 2W OEMs

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XEV Drive Train Aluminium Gear Motor Rotor Shaft Housing Spacer Input
Rotor Shaft Balance Rings Counter Drive Shift Lever Gear
Hollow Shaft Attachment Lower Ball Joint
Tech – Hub Rear Spring Differential Tilt Cabin Stemcomp Foot Lever Starter Gear
Agnostic Bracket Lock Hook Parts Steering Bracket
Footrest Foot Lever Mirror Hosing Footrest Bracket Side Stand Foot Lever
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• Leading European PV OEM

5.9% XEV

• Major Europe and US-based Tier 1 customer

• Key Indian EV OEMs

8.9% Tech - Agnostic

     - Major Indian UK and OEM

     - Major North American and European EV OEM

  - Strategically positioned to capitalise on the growing opportunities in Tech-Agnostic and xEV space Investing in advanced technologies and developing lightweight and high efficiency components to cater to the evolving needs of EV manufacturers

• 20%

• Total Long term

• • Revenue Specializes in providing innovative and highcontribution

• performance solutions tailored to meet the evolving needs of the tech-agnostic and xEV automotive segments.

• Operationalise a dedicated facility for hybrid and electric components within Bengaluru plant, underscoring commitment to the EV sector

15%

Total FY25 Revenue contribution

17

Engineering Led Emerging Solutions: Non Auto

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ADS
Door Fitting Actuation Door Beams Actuator Outer Fork Bottom Liner
Gimbal Housing Pannel
Off
Road
Door Fitting Engine Mounting Mounting Adapter Hub Bracket Shackle
Bracket Bracket
Agri-
culture
Pump Barrel Cam Shaft Connecting Rod Common Rail
Others
Connecting Crankshaft Rocker Arm Crankshaft Valve Bridge
Rod
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• In FY25, the company made significant strides

• 12% in diversifying non-automotive portfolio, with the segment now distinctly categorised into

• contribution ADS and non-ADS verticals.

Total FY25 Revenue contribution

Revenue Contribution (FY25)

• Key Customers

• • All major Indian OEMs & Leading Indian Tier 1 Supplier

• • Global Tier 1 Supplier

• • Global European aircraft OEM

• • Semicon Fab Equipment OEMs

4.4% ADS

• Major Indian and Japanese OEMs

• • Indian arm of a global supplier of fuel injection systems

• • Indian arm of a global engine-based fuel

3.4% Off Road

• Global Recreation Vechicle OEM

2.0% Agriculture 1.8% Others

  - Indian arm of a global manufacturing and supply chain management co.

  - • Global OEM of Earth Moving Equipment

  - • Subsidiary of a leading global power tools manufacturer

• Foresee tremendous growth potential in the ADS segment, supported by a rebound in aerospace demand

20% Total Long term Revenue contribution

• New customer wins, and rising opportunities in semiconductor equipment manufacturing are expected to fuel the growth

• The upward trajectory is expected to be accelerated by the addition of another large aerospace OEM and the ramp-up of semiconductor-related business

18

t Strategic Entry into New Markets and Product Categories

Aggressively expanding the product range into fast growing and trending space EV & Tech-Agnostic and Defense & Aerospace

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High focus on new age comps in Auto side and Non-auto comps in recent years
GSF (2W) Split Fractured GSF Integral Non-Auto Cabin Tilt Non-Auto/ Braking Drive train Aluminum New variants
Connecting Connecting (PV) Crankshaft Suspension (Agri, System (HCV) (Engg. & Assembly parts Forging Aluminum & Semicon
Rod (PV) Rod (PV) (2W) parts (2W) Industrial) Goods)Capital parts (PV, HCV) (2W EV) chassis Steel parts parts
Parts (2W)
1987 1997 2004 2006 2008 2010 2014 2016 2017 2018 2019 2020 2020 2021 2021 2022 2023 2024 2025
Rocker Connecting Crankshaft Aerospace Drive Train / Connecting Aluminum Drive train Rotor Parts Steering parts Suspension Engine Aerospace Defense
Arms (PV) Rod (2W) (2W) parts Chassis parts(PV) Bridge (HCV)Rod, Valve ForgedParts (Hybrid EVs)components (2W EV) (PV) (Off-road) / parts (Aerospace)Casing structures Aero parts
Power
(2W) parts
transmission
(Non-auto)
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EV / Tech-agnostic / Aluminium Comps

Non-Auto Comps

19

Deep Relationships with Customer Focussed Approach

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Relationship with International
16
key light vehicle
(LV)
Domestic
OEMs
40%
Relationship with
12 20+ years
(longstanding
key MHCV
Relationship
OEMS relationships)
with 13
key electric
vehicle
20%
(EV) OEMs
10+ years
(longstanding
relationships)
Key Relationship 40%
collaborations with 23 <10 years
with 2 key two- (continuous addition
leading global wheelers of new customers)
OEMs
EV
OEMs
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20

Experienced Management Team & Board of Directors…

Experienced Professional Management Team

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Hari Krishnan
Praveen Chauhan Ss Vikas Goel Rahul Kale
CEO – Aerospace, Defence &
Head of Corporate Strategy Chief Financial Officer Chief Operating Officer
Semiconductor (ADS) division
P R Suresh Rajesh Kumar Modi
Satish Kumar
Amit Gautam Chief Risk officer & Head Chief Legal Officer, Company
Chief Customer Relationship
Chief Technology Officer Corp Training & Quality Secretary & Compliance
Officer and Mentor
Systems Officer
Pattabhiraman Raghuraman
Madhukar Bhat
Chief - Strategic Sourcing & Anil Patil Rakesh S B
Chief Human Resources
Supply Chain Management Chief Quality Officer Head Aerospace Division
Officer
Officer
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Distinguished Board of Directors

S Sekhar Vasan Chairman and Managing Director

Muthuswami Lakshminarayan Non-Executive, Independent Director

F R Singhvi Joint Managing Director Revathy Ashok Non-Executive, Independent Director

B R Preetham Executive Director & Group CEO Samir Purushottam Inamdar Non-Executive, Independent Director

Proficient Strategic Thinking, Planning and Management

Global Exposure

Long-Standing Entrepreneurial and Leadership Skills

Deep Automobile Company Expertise

21

MMRFIC - A Partnership for Growth

Strategic investment in MMRFIC for optimizing on advancing radar technology

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The partnership presents a significant opportunity in advanced radar technologies, create
powerful synergies and unlock new opportunities
RF & mm-wave FPGA IC Package AI & ML
IC Design Design Engineering
Analog Mixed Signal
PCB Design
Signal Processing
& Assembly
IC Design Design
Complete Silicon-to-Systems expertise to accelerate Product Time To Market!
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DRDO IDEX-DIO DRDO-TDF ISRO Order Driven Funds worth 20Cr for Technology Fund worth Order Driven Development for DRDO Development of next 10Cr for SOC Development of RF Labs for mmWave RF Gen system for Development of Secure Solutions for ISTRAC Radar Solution & Defence and Space solutions Systems Comm.

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Qualified Technologies For Aerospace & Defense

• mmW Radar

• Smallest RF payload with Integrated RF gating switch

• FMCW Based RF Radar

• DBF (Digital Beam Former) Based Radar

• PoE (Power over Ethernet) enabled Sensor

• • Wide Band AESA Radar

• 192 Elements

• One of the Thinnest TRM plank

• • Radio Proximity Sensor

• Smallest form factor

• Direct Digital Sampling Radar Processor Card

• Upto C-Band Enabled Direct Digital Sampling Card

• One of the Lowest Form factor (3U-VPX or smaller)

Note: 1. Sansera has the right to invest and increase stake to 51% at a predefined valuation formula. *Further investment of 100 Mn has been made during the year for which the shareholding percentage will be determined based on FY26 financial results.

22

Driving Growth, Scaling Strategically

Fueling Growth through Capacity Building Leveraging Opportunity in the Emerging Auto Technologies Bolstering Prospects with Strategic Investments Future-proofing Business with Strategic Diversification Amplifying Efficiency through Digitization and Innovation

23

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Financial Performance

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Sound Financial Performance

Strong financial performance across profitability metrics

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Revenue EBITDA and EBITDA Margins % PAT and PAT Margins %
INR in Mn
EBITDA 18.1% 17.1% 16.4% 17.1% 17.1% PAT 7.0% 6.6% 6.3% 6.7% 7.2%
margin margin
CAGR: 18 %
CAGR: 16 % CAGR: 19%
2,169
30,168
28,114 5,148 1,875
EBITDA 4,799 PAT
23,460
3,848 1,483
19,975 3,421 1,319
15,593 2,821 1,099
FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25
Return on Capital Employed (ROCE) (Ex of CWIP) Net Debt to Equity Return on Equity (ROE) OCF to EBITDA
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17.7%
16.9%
16.3% 16.2% 16.2% 0.57x 0.55x 0.54x
0.43x
0.00
FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25
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14.7%
13.2% 13.7% 13.4%
10.5%
FY21 FY22 FY23 FY24 FY25
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0.91
0.78
0.73
0.67
0.62
FY21 FY22 FY23 FY24 FY25
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Note: 1. Adjusted RoCE = EBIT / Average Capital Employed (Debt+Equity) excluding Capital Work in Progress. 2. ROE : TTM PAT / Average Opening & Closing Networth.

25

Consolidated Statement of Profit and Loss

Particulars (INR in Mn) FY25 FY24 FY23 FY22 FY21	Particulars (INR in Mn) FY25 FY24 FY23 FY22 FY21	Particulars (INR in Mn) FY25 FY24 FY23 FY22 FY21	Particulars (INR in Mn) FY25 FY24 FY23 FY22 FY21	Particulars (INR in Mn) FY25 FY24 FY23 FY22 FY21	Particulars (INR in Mn) FY25 FY24 FY23 FY22 FY21
Revenue From Operation	30,168	28,114	23,460	19,975	15,593
Cost of goods sold (incl power & fuel cost)	17,682	16,877	14,162	11,896	9,167
Gross Profit	12,485	11,237	9,299	8,079	6,425
Gross Profit Margin	41.4%	40.0%	39.6%	40.4%	41.2%
Employee benefit expenses	4,427	3,798	3,180	2,774	2,138
Other Expenses	2,911	2,641	2,272	1,885	1,467
EBITDA	5,148	4,799	3,848	3,421	2,821
EBITDA Margin	17.1%	17.1%	16.4%	17.1%	18.1%
Other Income	203	24	101	70	131
Depreciation and amortisation expense	1,738	1,495	1,301	1,197	1,017
EBIT	3,612	3,328	2,647	2,294	1,935
EBIT Margin	12.0%	11.8%	11.3%	11.5%	12.4%
Finance Cost	700	770	615	510	474
Profit before Tax	2,912	2,558	2,032	1,784	1,461
Share of net profit of associates accounted for using the equity method, net of tax	8	5	-	-	-
Tax	751	687	549	465	363
Profit After Tax	2,169	1,875	1,483	1,319	1,099
Profit After Tax Margin	7.2%	6.7%	6.3%	6.6%	7.0%
EPS – Basic (Rs.)	37.41	34.83	27.74	25.27	21.02
EPS – Diluted (Rs.)	37.18	34.40	27.17	24.36	20.55

Note: Restated financial statements for FY21 and FY22

26

Revenue Mix Trend

Revenue Mix Trend
Particular Q2FY26 Q1FY26 Q4FY25 Q3FY25 Q2FY25 Q1FY25 Q4FY24 Q3FY24 Q2FY24 Q1FY24 Segment wise revenue mix Auto-ICE 72.9% 72.7% 72.2% 75.8% 74.8% 71.8% 73.8% 76.1% 75.8% 76.1% 2W-Motorcycles 37.9% 36.2% 36.9% 38.7% 37.3% 35.5% 37.0% 37.1% 35.0% 35.3% 2W-Scooters 5.6% 5.3% 6.4% 6.8% 7.4% 6.2% 6.0% 5.7% 5.9% 5.7% 3W 0.7% 0.6% 0.7% 0.8% 0.8% 0.6% 0.7% 0.7% 0.8% 0.7% PV 15.9% 17.0% 17.0% 17.7% 20.4% 19.4% 21.3% 21.9% 24.5% 23.8% HCV 12.7% 13.7% 11.2% 11.8% 8.8% 10.1% 8.9% 10.7% 9.6% 10.6% Auto-Tech Agnostic & xEV 13.8% 15.1% 13.9% 12.8% 16.1% 16.2% 13.6% 11.7% 11.6% 12.2% Auto-Tech Agnostic 8.8% 9.9% 8.1% 7.7% 9.2% 10.2% 8.4% 7.9% 7.0% 6.9% xEV 5.0% 5.2% 5.8% 5.1% 6.9% 6.0% 5.2% 3.8% 4.6% 5.3% Non-Auto 13.2% 12.2% 13.9% 11.4% 9.2% 12.0% 12.6% 12.2% 12.6% 11.7% ADS 6.4% 5.1% 5.9% 4.0% 3.8% 3.7% 4.3% 4.4% 4.6% 3.2% Off-road 3.1% 3.0% 4.0% 3.0% 2.3% 4.3% 4.2% 4.6% 4.2% 4.3% Agriculture 1.5% 1.9% 2.0% 2.6% 1.4% 2.3% 2.0% 1.6% 2.1% 2.7% Others 2.2% 2.1% 2.0% 1.7% 1.6% 1.7% 2.0% 1.6% 1.6% 1.5% Total 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% Geographiywise revenue mix India 70.2% 68.7% 66.6% 69.5% 69.9% 67.6% 66.8% 68.3% 71.3% 68.4% Europe 16.3% 19.9% 18.0% 17.8% 17.8% 19.6% 19.7% 18.1% 16.4% 19.5% USA 8.8% 8.4% 10.6% 7.8% 8.3% 10.1% 9.9% 11.0% 9.5% 9.0% Other Foreign Countries 4.7% 3.0% 4.7% 5.0% 4.0% 2.7% 3.6% 2.6% 2.9% 3.1% International 29.8% 31.3% 33.4% 30.5% 30.1% 32.4% 33.2% 31.7% 28.7% 31.6% Exports from India 22.2% 22.4% 26.8% 24.0% 25.5% 27.4% 28.1% 25.0% 23.2% 24.4% Sweden Sales 7.6% 8.9% 6.6% 6.5% 4.6% 5.0% 5.1% 6.7% 5.6% 7.2%	FY25 FY24 FY23 FY22 FY21
	73.6% 75.4% 77.7% 83.4% 83.4%
	37.1% 36.1% 35.5% 36.5% 39.5%
	6.7% 5.8% 7.9% 6.7% 6.2%
	0.7% 0.8% 0.6% 0.8% 0.8%
	18.6% 22.8% 22.8% 26.5% 23.4%
	10.5% 9.9% 10.9% 12.9% 13.4%
	14.8% 12.3% 10.4% 6.1% 5.0%
	8.8% 7.6% 6.6% 5.7% 5.0%
	5.9% 4.7% 3.8% 0.4% -
	11.6% 12.3% 11.9% 10.5% 11.5%
	4.4% 4.1% 4.2% 3.2% 3.8%
	3.4% 4.3% 3.2% 3.1% 4.2%
	2.1% 2.1% 3.1% 2.8% 2.5%
	1.8% 1.7% 1.5% 1.4% 1.1%
	100.0% 100.0% 100.0% 100.0% 100.0%
	68.4% 68.7% 71.6% 63.0% 65.0%
	18.3% 18.4% 17.6% 23.7% 25.0%
	9.2% 9.9% 7.2% 9.4% 7.0%
	4.1% 3.1% 3.6% 3.9% 3.1%
	31.6% 31.3% 28.4% 37.0% 35.0%
	26.0% 25.2% 21.7% 28.1% 25.5%
	5.7% 6.1% 6.7% 8.9% 9.5%

27

Customer & Product Mix | Orderbook History

Particular	FY25	FY24	FY23	FY22	FY21
Customer Mix
Customer 1	13.7%	14.5%	14.3%	16.6%	20.7%
Customer 2	10.9%	10.3%	12.6%	11.9%	14.0%
Customer 3	9.9%	11.0%	11.9%	10.2%	10.2%
Customer 4	6.0%	6.1%	6.2%	8.4%	9.0%
Customer 5	5.7%	5.2%	5.8%	6.8%	5.3%
Top 5 share	46.2%	47.3%	50.8%	53.9%	59.2%
Others	53.8%	52.7%	49.2%	46.1%	40.8%
Total Sales	100.0%	100.0%	100.0%	100.0%	100.0%

Product Mix
Connecting rods	36.4%	41.0%	38.8%	42.8%	39.7%
Rocker arms	16.2%	15.5%	16.1%	18.2%	19.5%
Crank shaft assembly	15.3%	15.8%	17.8%	16.1%	17.2%
Gear shifter forks	5.4%	4.8%	5.2%	5.3%	6.6%
Stem comp	3.7%	3.1%	4.2%	3.4%	3.8%
Aerospace products	4.4%	4.1%	4.2%	3.2%	3.8%
Integral crankshaft	2.3%	2.0%	1.5%	1.3%	1.0%
Others	16.3%	13.7%	12.2%	9.7%	8.5%
TOTAL	100.0%	100.0%	100.0%	100.0%	100.0%

Particular	FY25	FY24	FY23
Order Book
Opening Order Book	15.9	13.2	9.6
New Order wins	7.6	8.7	7.3
Order Moved to Mass Production	5.0	6.0	3.7
Closing Order Book	18.5	15.9	13.2

Represent orders which moved to mass production as on 1-Apr-25, peak value of these orders shall reflect in the topline once they reach maturity

• Added multiple customers resulting in diversified customer base, hence lowering the contribution from top customers

28

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Annexures

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ESG Activities

International Yoga day Celebration

BP Awareness Program in Bengur School

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ADOPTION OF TB PATIENTS OF ANEKAL TALUK - TB Elimination program

Health care program at Sansera supported schools & event partners - Narayana Netralaya & KMYF

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30

ESG Activities

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Initiatives taken for Environment
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KYALASANAHALLI

LAKE

TRASHBOT

A de-centralised automated mixed waste segregator at

BOMMASANDRA LAKE

January 2017

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• Hands-free Waste Processing

• Segregates into bio and Non-bio Components

• Handles all kinds of Mixed Waste

• Output Efficiency of up to 99.7%

• Highly Scalable

• Huge Capacities - Handles 100s of Tons

• Very Low Power Consumption

Present

Present

31

Well Recognized for Achievements in the Sector

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Maruti Suzuki BCIC FKCCI Autodeck
Award for Part ESG in Manufacturing Award in Award in Digital
Development Sector Sustainability Innovation
2024-25 2025 2025 2025
Yamaha Honda Honda Motor India ACMA
Supplier Conference Annual Supplier Delivery & Quality of Gold Award for
2024 Convention Spare Parts during Sustainability Business &
2023-24 2023-2024 Safety 2024
TVS Yamaha Royal Enfield Quality
Consistent Quality Appreciation award Reliable partner in Platinum
Performance Year for delivery (2023) Quality & Delivery award from Bajaj
2022-23 2023 Auto (2023)
Boeing Bajaj Hero Bosch India
Best Performance EARN
Excellent Supplier Quality Award Regional Supplier
Performance (2022) BAL Q “Platinum” Program (2022) Awards (2022)
Award (2022)
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“AIRBUS” #NewSteps2023

Premier Award by RTX

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“Zero Defect Supplies
Zero PPM Award 2023
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General Motors For Outstanding
Performance
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Numerous awards over years bear testimony for the quality of products

For more information please contact:

Company:

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Sansera Engineering Limited CIN: L34103KA1981PLC004542

Mr. Rajesh Kumar Modi, Company Secretary & Compliance Officer Email id: rajesh.modi@sansera.in

Investor Relations Advisor:

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Strategic Growth Advisors Pvt Ltd. CIN: U74140MH2010PTC204285 Shikha Puri / Dharmik Kansara Email id: shikha.puri@sgapl.net / dharmik.k@sgapl.net Tel No: +91 9819282743 / +91 7208179323

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