Sansera Engineering: Why Quest PMS is bullish on stock despite rally
Published on: July 14, 2026, 3:22 p.m. | Source: Business Today
In this market-focused discussion, Quest Investment Managers’ top pick, Sunsera Engineering Limited, comes under the spotlight after a sharp rally from around ₹1,100 in May 2025 to nearly ₹3,200 by June 2026. The analysis explains why fund managers may still prefer to let the rally run instead of booking profits, focusing on Sunsera’s evolving growth story beyond traditional auto ancillaries. The company’s shift into high-entry-barrier segments such as aerospace, defence, and semiconductors is highlighted as a key driver for future earnings. With potential exposure to Boeing and Airbus supply chains, strong global demand, higher-margin opportunities, and a multi-year earnings runway, Sunsera’s valuation debate becomes more nuanced. Watch this video for a deeper look at business fundamentals, portfolio conviction, growth visibility, margin expansion, and why Sunsera Engineering remains a closely watched stock in India’s manufacturing and auto component space for long term investors tracking emerging industrial compounders right now.
