Analysts/Institutional Investor Meet/Con. Call Updates

August 20, 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: Transcript of Earning group conference call Please find attached transcript of Earning group conference call which was held on August 13, 2026 on the Unaudited Financial Results of the Company for the quarter ended June 30, 2026. The above transcript will also be made available on the website of our Company at www.sansera.in. We request you to take the same on your records. Thanking you, for Sansera Engineering Limited Rajesh Kumar Modi Company Secretary and Compliance Officer 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 “Sansera Engineering Limited Q1 FY27 Earnings Conference Call” August 13, 2026 “E&OE - This transcript is edited for factual errors. In case of discrepancy, the audio recordings uploaded on the stock exchange on August 13, 2026, will prevail. MANAGEMENT: MR. B.R. PREETHAM – EXECUTIVE DIRECTOR AND GROUP CHIEF EXECUTIVE OFFICER – SANSERA ENGINEERING LIMITED MR. HARI KRISHNAN – EXECUTIVE DIRECTOR AND CHIEF EXECUTIVE OFFICER – ADS DIVISION -- SANSERA ENGINEERING LIMITED MR. VIKAS GOEL – CHIEF FINANCIAL OFFICER – SANSERA ENGINEERING LIMITED MR. RAHUL KALE – CHIEF EXECUTIVE OFFICER -- AUTOMOTIVE DIVISION – SANSERA ENGINEERING LIMITED Page 1 of 18 Sansera Engineering Limited August 13, 2026 Moderator: Ladies and gentlemen, good day and welcome to the Sansera Engineering Limited Q1 FY27 Earnings Conference Call. Before we begin, a brief disclaimer. This conference call may contain forward-looking statements about the company, which are based on the beliefs, opinions, and expectations of the company as on the date of this call. These statements are not the guarantees of future performance and involve risks and uncertainties that are difficult to predict. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. B. R. Preetham, Executive Director and Group CEO. Thank you, and over to you, sir. B. R. Preetham: Thank you. Good morning and welcome, everyone. On this call, I am joined by our CFO, Mr. Vikas Goel, our CEO of ADS Division, and our newly appointed Executive Director, Mr. Hari Krishnan, CEO of our Automotive Division, Mr. Rahul Kale, and our Investor Relation Advisors, SGA. The results and the presentations have been uploaded on the stock exchange and the company websites. I hope everyone has had a chance to review them. We started FY27 on a very strong note, delivering our highest-ever quarterly revenue while maintaining healthy profitability. Our quarterly revenues crossed INR10,000 million milestone, reaching INR10,213 million, representing a year-on-year growth of 33%. EBITDA and PAT margins remained resilient at 19.2% and 8.6% respectively. That said, amidst a challenging geopolitical environment with significant cost inflation, Sansera was able to maintain its profitability and deliver double-digit sales growth across segments. Let me take a minute to talk about the broader industry trends that impacted us. On the domestic auto side, our OEM customers across the board are talking about hyper-growth, high vehicle volumes, and continued consolidation of supply chain, better capitalized, more capable suppliers. Our passenger vehicle exposure has historically been roughly balanced between domestic and export markets. While exports saw some moderation in the last year, in this year, we are seeing some traction in our international business getting back to a normal growth trajectory. A positive trend in the industry, alongside the rising tide of outsourcing, creates a strong foundation for sustained growth in our auto business on both domestic and export sides. Now looking into our segmental performance. The performance was broad-based across all the key segments. The non-auto segment delivered its highest-ever quarterly sales of INR1,998 million, registering an impressive 129.9% year-on-year growth. As a result, its contribution increased to 20.8% of our overall sales. Within the non-auto segment, our ADS business remained the primary growth driver. The revenue increasing by more than three times year-on-year and standing at INR1,454 million. Page 2 of 18 Sansera Engineering Limited August 13, 2026 Moving to our Auto Tech-Agnostic and xEV business, the segment achieved its highest-ever quarterly sales of INR1,316 million, growing at 22.2% year-on-year, reflecting accelerated EV adoption, especially in two-wheelers. Our Auto ICE segment also delivered a healthy 20.8% year-on-year growth on a high base and stood at INR6,275 million. During the quarter, we recorded our highest-ever quarterly performance across passenger vehicles, commercial vehicles, and scooters. With this, we expect to end FY27 with high-teens top-line growth with continuous focus on improving margin profile. Now, I would like to give you some updates on our order book. Our customers for ADS segment, especially aerospace and SEM, which is semicon equipment manufacturers, have very tall outsourcing targets from India’s perspective, which is reflective in our growing order book position. Our cumulative unexecuted lifetime order book for five years, especially for ADS business, stood at INR44.4 billion as of quarter end. Further, we have received few more orders in this segment in the current quarter, Q2, which have pushed our ADS order backlog to around INR57.5 billion currently. These orders are executable in next five years. As explained to you previously, these orders are structurally different from our overall order book, which we give as peak annual revenues for the new business instead of total cumulative backlog. To avoid duplication, we have removed the value of ADS business from the standard order book numbers for the rest of the businesses. Therefore, as of June 2026, our peak annual revenue of our new business ex of ADS stood at INR18.5 billion. We are gearing up to capture this immense opportunity ahead with our capex plans across different plants on both Auto and ADS sides. Looking specifically on a few of the capex projects on the ADS side first. Recently, we have inaugurated a surface treatment facility next to our ADS plant. We are in the process of obtaining NADCAP validation for this. Surface treatment is a defining capability that allows us to complete the production within the single facility. This is in line with Sansera’s history of backward integration. So as we enter larger and more complex structural paths in this segment, having this process in-house will give us better speed, quality control, and reduced external dependency. We are in the process of relocating our defense business to a dedicated facility separate from the rest of ADS to provide it with focused infrastructure and enhanced operational execution. This, we believe, is going to be helpful in tapping very huge opportunities in the defense sector, both domestic as well as exports. Lastly, we are building a new 80,000 square foot hangar for the aero and SEM business. Lines will get installed and validated by our customers in this hangar in the coming quarters. Page 3 of 18 Sansera Engineering Limited August 13, 2026 Turning to our growth roadmap in the auto segment, at Pantnagar, which is our Plant 6 and our Manesar facility Plant 4, we are setting up additional forging and machining capabiliti [Showing first 8,000 characters — download PDF for full document]