Global aircraft manufacturers are facing large order backlogs as air travel demand continues to recover. With production pipelines stretching years ahead, aerospace companies are increasingly diversifying supply chains and sourcing components from new manufacturing hubs.
India is emerging as one of those hubs. The country’s aerospace and defence market was valued at about US$27.1 billion in 2024 and is projected to reach US$54 billion (around ₹5 lakh crore) by 2033. The growth also aligns with India’s ambition to achieve ₹50,000 crore in defence exports by FY29.
Against this backdrop, Sansera Engineering, traditionally known as an automotive component manufacturer, is steadily building its presence in the global aerospace supply chain.
Sansera’s Aerospace, Defence and Space (ADS) segment is currently the fastest-growing part of the company.
As of December 2025, the ADS division had a ₹3,800 crore cumulative unexecuted lifetime order backlog, executable through FY30. Aircraft manufacturers continue to place orders faster than deliveries, creating strong demand across the global aerospace supply chain.
The company manufactures precision aerospace components including actuation gimbals, actuator housings, door beams, engine casings and structural aircraft fittings.
Sansera supplied parts used in the first set of doors for the Airbus A220 aircraft, with production expected to increase as customers scale output.
Some of its components also feed into programmes linked to Boeing aircraft production, integrating the company into global aviation supply networks.
Sansera has secured a long-term contract with Airbus worth about ₹160 crore to manufacture components for the Airborne Intensive Care Transport Module (ICTM) used in light and medium transport aircraft.
The company also received the “Make in India — Mission Airbus” award, highlighting its growing role in the global aerospace ecosystem.
To support increasing demand, Sansera is expanding manufacturing capabilities. Earlier, the company could produce aerospace components measuring around 1.5–2 metres in length. With advanced five-axis machining, it can now manufacture components up to four metres long.
A new aerospace facility under construction next to the existing plant is expected to become operational by August–September 2026.
The aerospace business could also improve Sansera’s profitability profile.
Management expects EBITDA margins in the aerospace segment to exceed 30% once the first aerospace facility reaches full utilisation. For comparison, the company reported overall EBITDA margins of 18.1% in Q3 FY26 and 17.1% in FY25.
The ADS segment generated ₹123.5 crore in revenue in FY25, with management targeting ₹300–320 crore in FY26 and ₹500–600 crore by FY27.
If these projections materialise, the rising share of aerospace revenue could gradually transform Sansera from a traditional auto-component supplier into a diversified precision engineering company.
Read more: ED Attaches ₹581 Crore Properties Linked to Anil Ambani Group; Total Seizures Reach ₹16,310 Crore.
While Sansera Engineering still derives the majority of its revenue from automotive components, its ₹3,800 crore aerospace order backlog, expanding Airbus partnerships and rising global aircraft demand suggest that the ADS segment could become a significant growth driver.
As global aerospace supply chains increasingly diversify and India strengthens its manufacturing capabilities, companies like Sansera are positioning themselves to play a larger role in the next phase of the global aerospace boom.
Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.
Investments in the securities market are subject to market risks. Read all the related documents carefully before investing.
Published on: Mar 13, 2026, 2:36 PM IST
We're Live on WhatsApp! Join our channel for market insights & updates
Get the link to download the App
