|
14 Mar 2025 |
Sansera Engineering
|
Consensus Share Price Target
|
1150.65 |
1565.67 |
- |
36.07 |
buy
|
|
|
|
|
12 Feb 2025
|
Sansera Engineering
|
Axis Direct
|
1150.65
|
1430.00
|
1209.45
(-4.86%)
|
24.28 |
Buy
|
|
|
We maintain our BUY rating on the stock.
|
|
11 Feb 2025
|
Sansera Engineering
|
Anand Rathi
|
1150.65
|
1600.00
|
1166.05
(-1.32%)
|
39.05 |
Buy
|
|
|
Broadly in line with our estimate, Sansera’s Q3 consolidated EBITDA grew 5% y/y to Rs1.27bn. We expect its outperformance to continue, thanks to greater focus on xEV (drivetrain), tech-agnostic (aluminium forgings) and non-auto (aerospace, Defence, semiconductor) components.
|
|
21 Nov 2024
|
Sansera Engineering
|
ICICI Direct
|
1150.65
|
2000.00
|
1482.85
(-22.40%)
|
73.81 |
Buy
|
|
|
|
|
13 Nov 2024
|
Sansera Engineering
|
Axis Direct
|
1150.65
|
1710.00
|
1451.00
(-20.70%)
|
48.61 |
Buy
|
|
|
We maintain our BUY rating on the stock.
|
|
12 Aug 2024
|
Sansera Engineering
|
Axis Direct
|
1150.65
|
1580.00
|
1394.75
(-17.50%)
|
Target met |
Buy
|
|
|
We maintain our BUY rating on the stock.
|
|
08 Jul 2024
|
Sansera Engineering
|
IDBI Capital
|
1150.65
|
1625.00
|
1371.55
(-16.11%)
|
Target met |
Buy
|
|
|
|
|
27 Jun 2024
|
Sansera Engineering
|
ICICI Direct
|
1150.65
|
1570.00
|
1284.40
(-10.41%)
|
Target met |
Buy
|
|
|
|
|
28 May 2024
|
Sansera Engineering
|
ICICI Direct
|
1150.65
|
1285.00
|
1033.25
(11.36%)
|
Target met |
Buy
|
|
|
|
|
18 May 2024
|
Sansera Engineering
|
Axis Direct
|
1150.65
|
1270.00
|
1060.20
(8.53%)
|
Target met |
Buy
|
|
|
We maintain a BUY rating and continue to confidently award a Forward PE multiple of 22x on FY26 EPS to arrive at our TP of Rs 1270 share.
|
|
17 May 2024
|
Sansera Engineering
|
ICICI Securities Limited
|
1150.65
|
1279.00
|
1041.75
(10.45%)
|
Target met |
Buy
|
|
|
Sansera Engineering’s (SEL) EBITDAM was flat QoQ at 17%, despite the Red Sea disruption adversely impacting supply chain costs.
|
|
14 Feb 2024
|
Sansera Engineering
|
Axis Direct
|
1150.65
|
1220.00
|
1011.45
(13.76%)
|
Target met |
Buy
|
|
|
We maintain a BUY rating and continue to confidently award a Forward PE multiple of 20x on FY26 EPS to arrive at our TP of Rs 1,220/share.
|
|
20 Dec 2023
|
Sansera Engineering
|
Axis Direct
|
1150.65
|
1210.00
|
962.70
(19.52%)
|
Target met |
Buy
|
|
|
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.
|
|
07 Dec 2023
|
Sansera Engineering
|
ICICI Direct
|
1150.65
|
1100.00
|
927.70
(24.03%)
|
Target met |
Buy
|
|
|
|
|
12 Oct 2023
|
Sansera Engineering
|
Hem Securities
|
1150.65
|
1051.00
|
910.15
(26.42%)
|
Target met |
Buy
|
|
|
|
|
18 Sep 2023
|
Sansera Engineering
|
ICICI Securities Limited
|
1150.65
|
1133.00
|
964.35
(19.32%)
|
Target met |
Buy
|
|
|
We interacted with the management of Sansera Engineering (SEL) to get mid-year update on its business execution and outlook ahead. Following are the key takeaways: 1) Revenue is on course to meet the target of ~40% growth in exports in FY24, including ~50% growth in aerospace segment; 2) supplies to Triumph and Harley for the newly-launched indigenised models would add to 2W segment revenue growth along with continued premiumisation of overall 2W market.
|
|
14 Sep 2023
|
Sansera Engineering
|
Prabhudas Lilladhar
|
1150.65
|
|
948.50
(21.31%)
|
|
Not Rated
|
|
|
|
|
02 Aug 2023
|
Sansera Engineering
|
ICICI Securities Limited
|
1150.65
|
1133.00
|
967.70
(18.91%)
|
Target met |
Buy
|
|
|
Sansera Engineering’s (SEL) Q1FY24 EBITDAM at 17.3% was up ~180bps QoQ driven mainly by improved exports mix. Orderbook stands at INR 17bn with ~53% of it from tech-agnostic/EV/non-auto segments. SEL expects its revenue to be boosted by recovery in the 2W segment, premiumisation in 2Ws and increased content per vehicle.
|
|
12 Jun 2023
|
Sansera Engineering
|
ICICI Securities Limited
|
1150.65
|
1033.00
|
840.20
(36.95%)
|
Target met |
Buy
|
|
|
We recently visited various facilities of Sansera Engineering (SEL) and interacted with the senior management to understand their business strategy and outlook. Following are the key takeaways: a) SEL is aiming towards ~Rs35bn revenue by FY25 vs Rs23bn in FY23 with growth being driven by domestic 2W demand revival, return of growth in export markets and expansion of the aerospace segment.
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|
25 May 2023
|
Sansera Engineering
|
ICICI Securities Limited
|
1150.65
|
1001.00
|
778.05
(47.89%)
|
Target met |
Buy
|
|
|
Sansera Engineering’s (SEL) Q4FY23 EBITDA margin at 15.3% was down ~30bps QoQ, and lower than consensus estimate of 17%, due to higher RM costs and ~100bps impact of one-time year-end adjustments including inventory provisions and customer related costs.
|
|
08 May 2023
|
Sansera Engineering
|
ICICI Securities Limited
|
1150.65
|
939.00
|
740.65
(55.36%)
|
Target met |
Buy
|
|
|
Sansera Engineering’s (SEL) earnings remained hovered around Rs400mn/quarter throughout FY22-FY23 due to weak demand from domestic 2Ws / export markets impacting earnings growth. We interacted with the management to understand their outlook on business and their plans.
|