Investor Presentation

November 05, 2026 The National Stock Exchange of India Ltd The Department of Corporate Services Exchange Plaza, C-1, Block G BSE Limited, Bandra – Kurla Complex P.J. Towers, Dalal Street Mumbai 400051 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 06, 2026 at 10.00 am (IST) on the Unaudited financial results of the Company for the quarter and half-year ended September 30, 2026. 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 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 10, 43, 112 50, 140, 204 0, 195, 189 191, 191, 191 153, 153, 153 75, 140, 163 Sansera Engineering Limited Q2 FY27 Investor Presentation 10, 43, 112 Disclaimer Disclaimer 50, 140, 204 0, 195, 189 This presentation and the accompanying slides (the “Presentation”) ,which have been prepared by Sansera Engineering Ltd. (the “Company”) ,have been prepared solely for 191, 191, 191 information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in 153, 153, 153 connection with any contract or binding commitmen twhatsoever. No offering of securities of the Company will be made except by means of a statutory offering document 75, 140, 163 containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever ,and no reliance shall be placed on, the truth, accuracy, completeness ,fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. This presentation contains certain forward looking statements concerning the Company’s future business prospects and business profitability ,which are subject to a number of risks and uncertainties and the actual results could materially differ from those in such forward looking statements. The risks and uncertainties relating to these statements include, but are not limited to, risks and uncertainties regarding fluctuations in earnings, our ability to manage growth, competition (both domestic and international) ,economic growth in India and abroad, ability to attract and retain highly skilled professionals, time and cost over runs on contracts, our ability to manage our internationa loperations , government policies and actions regulations, interest and other fiscal costs generally prevailing in the economy. The Company does not undertake to make any announcemen tin case any of these forward looking statements become materially incorrect in future or update any forward looking statements made from time to time by or on behalf of the Company. 10, 43, 112 50, 140, 204 0, 195, 189 191, 191, 191 153, 153, 153 75, 140, 163 Performance Highlights 10, 43, 112 Management Commentary 50, 140, 204 0, 195, 189 191, 191, 191 “Sansera continued its strong growth trajectory in Q2 FY27, delivering its highest-ever quarterly revenue of INR 10,915 million, up 32% YoY ,and its highest-ever quarterly EBITDA of INR 2,112 million, with a margin of 19.4%. We protected our profitability despite 153, 153, 153 an inflationary input-cost environment ,geopolitical uncertainties and wage-related cost pressures. 75, 140, 163 All three business segments, Auto ICE, Auto-Tech Agnostic and xEV, and Non-Automotive ,recorded their highest-ever quarterly sales, demonstrating broad-based momentum across our diversified portfolio. Auto ICE grew 18.2% YoY ,while Auto-Tech Agnostic and xEV recorded combined revenue growth of 27.0% YoY. Our Non-Automotive segment crossed the INR 2,000 million milestone, contributing 20.9% to overall revenue, driven by 207% YoY growth in ADS. We continue to see strong demand visibility in the domestic automotive industry, with volumes at record levels and exports returning to a healthy growth trajectory. Our Auto ICE business remains a strong foundation for Sansera, and is well positioned to benefit from the growing trend of OEMs consolidating their supplier base and increasingly outsourcing to capable, well- capitalised partners. With Auto ICE contribution coming down to 65.7% in Q2 FY27, we have largely delivered on the vision we had set at the time of our IPO, despite strong growth in the Auto ICE business as well. From a diversification standpoint ,however ,our journey has only just Mr. B R Preetham begun, and our order book gives us good visibility into the next phase. Peak annual revenues from new business, excluding ADS, stood at INR 22,410 million as of September 2026, while our ADS backlog stands at approximately INR 58,697 million over the next Joint Managing Director & Group five years. We remain focused on adding new customers, deepening wallet share and moving up the value chain into larger, more Chief Executive Officer complex parts across our businesses. With planned capex of approximately INR 8,000 million in FY27, we are expanding our manufacturing capabilities and pursuing opportunities across emerging technologies. Backed by healthy demand, a strong order pipeline and increasing diversification, we remain confident in our long-term growth prospects.” 10, 43, 112 Quarterly Performance 50, 140, 204 INR in Mn 0, 195, 189 Margin (%) Highest ever quarterly performance across the board 191, 191, 191 Revenue EBITDA PAT India Auto ICE Passenger 2W Auto – Tech xEV Non Auto ADS business Vehicles (Motorcycle Agnostic Highest Highest 153, 153, 153 & Scooter) ever ever 17.3% 19.4% 8.6% 10.0% 75, 140, 163         32% 20.6% 18.2% 42.4% 14.2% 21.9% 36.0% 107.7% 206.5% 10,915 › India business delivered a healthy 20.6% YoY growth in Q2FY27 8,252 2,112 +52% › Internationa lbusiness significantly outperformed with 56.2% YoY growth. Sales to: 1,431 1,086 › Other foreign countries increased more than 2x YoY (up 128.9%), primarily driven by strong performance of Semiconductor business › USA grew 77.8% YoY, supported by Aerospace and Passenger Vehicles business › Europe grew 23.7% YoY, while excluding Sweden operations it grew 49.8% YoY Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 › Non-Auto segment contribution increased to 20.9% in Q2 FY27, compared with 13.2% in Q2 Highest Highest Highest ever ever ever FY26. +33% 173.% 19.3% 8.4% 9.3% › The ADS business remained the key growth driver within Non-Auto , with sales 21,127 increasing 206.5% YoY (more than 3x) and its contribution standing at 14.9% during the 48% 46% quarter. 15,915 4,073 1,960 › Off-Road segment grew 8.5% YoY, while Agriculture grew 26.1% YoY 2,752 1,344 › Auto Tech-Agnostic and xEV segment sales grew 27.0% YoY ,with its contribution standing at 13.4% during the quarter. › Auto ICE accounted for 65.7% of our sales in Q2 FY27, with motorcycles contributing 32.0%, passenger vehicles 17.3% and scooters 5.9%. H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 10, 43, 112 Sales Mix Trends 50, 140, 204 0, 195, 189 INR in Mn Auto– ICE Auto-Tech Agnostic xEV Non-Auto Q2FY27 Sales Contribution 191, 191, 191 153, 153, 153 6,697 6,275 75, 140, 163 5,665 2,135 1,998 827 837 8% 687 526 1,028 5% 66% Auto ICE Tech - Agnostic Q2FY26 Q1FY27 Q2FY27 Q2FY26 Q1FY27 Q2FY27 Q2FY26 Q1FY27 Q2FY27 Q2FY26 Q1FY27 Q2FY27 xEV Non Auto Q2FY27 Geographical Mix Sales mix [Showing first 8,000 characters — download PDF for full document]