AI Summary
✦ ClarthaSansera Engineering is an auto-parts manufacturer producing precision components for automotive and non-automotive customers globally. Automotive revenue centers on two-wheeler, passenger-vehicle, commercial-vehicle, drivetrain, transmission, braking, chassis, and suspension components. Non-automotive products provide additional demand beyond vehicle applications. Q1FY27 earnings commentary on August 13 could clarify whether 15.9% revenue growth and 50.6% profit growth reflect sustained volume and mix benefits. Stable margins alongside faster profit growth indicate operating leverage or favorable product mix, although ROE remains modest at 11.1%. Debt-to-equity of 19.02 implies substantial leverage, which can magnify reported ROE and increase sensitivity to interest costs and cyclical vehicle demand. At 74.6x earnings, Sansera appears overvalued and trades at a substantial premium to its growth rate. Positive sentiment and recent auto-ancillary interest support near-term momentum, but valuation leaves limited room for execution slippage or margin compression.
Valuation Metrics
Trading 178.4% above historical median. Valuation is rising — currently in the strongly overvalued zone (z-score: +3.54). Confidence: 58%.
Live forward EPS implies next-12-month EPS of ₹84.90. Applying the stock's normalized valuation corridor produces a fair range of ₹1,725.17 to ₹2,700.67, with base value near ₹2,224.38 (-41.1% vs current price).
Live forward estimate anchored to the company's historical valuation corridor.
Forward EPS
₹84.90
Forward P/E
44.5x
Base Fair Value
₹2,224.38
Fair Range
₹1,725.17 - ₹2,700.67
Upside To Base
-41.1%
Estimate Source
Live forward EPS
Growth Estimate
+103.8%
5Y Average
24.45
Current
72.94
Overvalued
31.81
Undervalued
20.32
5Y Average
12.69
Current
37.87
Overvalued
14.96
Undervalued
7.61
5Y Average
2.26
Current
6.74
Overvalued
2.66
Undervalued
1.35
Peers & Comparison
Sector: Consumer Discretionary · Theme: Auto Parts
| Company | Rev. Growth | Margin | P/E | vs Avg | 52W Perf. |
|---|---|---|---|---|---|
SONA BLW PRECISION FRGS L SONACOMSAuto Parts | +52.4% | 14.2% | 73.0x Premium | +47% vs avg | +84.6% |
SEDEMAC MECHATRONICS LTD SEDEMACAuto Parts | +42.5% | 10.4% | 107.8x Premium | +117% vs avg | +93.7% |
BELRISE INDUSTRIES LTD BELRISEAuto Parts | +12.1% | 5.2% | 43.5x Fair | -12% vs avg | +88.6% |
UNO MINDA LIMITED UNOMINDAAuto Parts | +23.8% | 5.8% | 61.7x Premium | +24% vs avg | +20.4% |
SCHAEFFLER INDIA LIMITED SCHAEFFLERAuto Parts | +17.3% | 11.9% | 50.6x Fair | +2% vs avg | +4.3% |
CIE AUTOMOTIVE INDIA LTD CIEINDIAAuto Parts | +10.6% | 5.7% | 17.3x Undervalued | -65% vs avg | +3.6% |
BANCO PRODUCTS (I) LTD BANCOINDIAAuto Parts | +25.6% | 12.4% | 21.4x Undervalued | -57% vs avg | +16.2% |
JAMNA AUTO IND LTD JAMNAAUTOAuto Parts | +6.7% | 8.8% | 22.3x Undervalued | -55% vs avg | +41.2% |
SANSERA ENGINEERING LTD trades at a premium (73.6x vs peer avg 49.7x), implying higher growth or quality expectations from the Auto Parts cohort. Peers include SONA BLW PRECISION FRGS L, SEDEMAC MECHATRONICS LTD, BELRISE INDUSTRIES LTD — selected based on business model, industry classification, market cap similarity, and business theme alignment.
Financials
Financial chart data is not available for this company right now.
Results
Income statement data not available.
All values in ₹ Crores unless otherwise stated. Source: Company filings.