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Quest Investment Managers remains bullish on Sansera Engineering Limited, citing its strategic shift into high-entry-barrier segments like aerospace, defense, and semiconductors, with potential exposure to Boeing and Airbus supply chains.

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India

Who
Quest PMS,Quest Investment Managers,Boeing,Airbus
What
Quest Investment Managers remains bullish on Sansera Engineering Limited, citing its strategic shift into high-entry-barrier segments like aerospace, defense, and semiconductors, with potential exposure to Boeing and Airbus supply chains.
When
Tue, 14 Jul 2026 09:52:15 GMT · 2h 8m ago
Where
India ·
Why
The company's shift into aerospace, defense, and semiconductors, coupled with strong global demand and higher-margin opportunities, presents a multi-year earnings runway, making its valuation debate more nuanced.
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Sansera Engineering's strategic diversification into high-barrier sectors like aerospace and defense is viewed as a key driver for future earnings, potentially positioning it as a long-term industrial compounder in India's manufacturing sector.

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