Sansera Engineering Shares Surge on Semiconductor Push

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With a ₹750 crore order book, management eyes doubling ADS revenue to ₹280–300 crore in FY26 and crossing ₹1,000 crore in three years; subsidiary MMRFIC expands into semiconductor packaging and assembly.

By S JHA

MUMBAI, September 17, 2025 – Shares of Sansera Engineering Ltd surged 6.42% on Wednesday after market participants cheered the company’s bullish guidance on its aerospace, defence and semiconductor (ADS) segment and expansion into semiconductor packaging via subsidiary MMRFIC Technology.

According to Equity Insights on X, Sansera’s management has guided for ADS revenues of ₹280–300 crore in FY26, nearly doubling year-on-year, backed by a strong ₹750 crore order book. The company expects to cross ₹1,000 crore in ADS revenues within three years, highlighting robust visibility from long-term contracts and resilient demand.

Adding to investor optimism, Sansera’s subsidiary MMRFIC Technology Pvt Ltd, which specializes in mm-Wave and RF products, has announced forays into semiconductor packaging, assembly, and testing with a new R&D facility in Bengaluru. The move positions the group in the fast-growing semiconductor value chain at a time when India is pushing for self-reliance in electronics manufacturing.

Brokerage firm AIM Investments noted that Sansera’s diversification beyond its core auto component business underscores its long-term growth strategy.

Last year, Sansera had raised funds through a qualified institutional placement (QIP) of 77.2 lakh shares at ₹1,554 per share, taking its market capitalization to around ₹8,630 crore. Analysts point to the company’s healthy fundamentals with 20% CAGR in sales and profits over the past three years, double-digit ROCE/ROE, and positive cash flows, as well as its planned ₹450 crore capex in FY25.

The company’s current order book of ₹1,690 crore, against sales of ₹2,895 crore in FY24, provides confidence that its growth trajectory remains intact.

With both ADS expansion and semiconductor ambitions gaining momentum, Sansera is emerging as one of the few mid-cap engineering companies straddling auto, aerospace, defence, and high-tech electronics.

Shares of Sansera Engineering closed at ₹1520 on Wednesday. The stock has gained close to 20% in one months and over 30% in six months. The peak of shares of Sansera Engineering is ₹1758. The stock rose with a major volume sport in Wednesday’s session. The face value of the stock is ₹2, and it’s trading at a PE multiple of 40. The market cap of the company stands at about ₹9300 crores.

(Disclaimer: This article makes no recommendation for buy or sell of shares of any company)