The call ran from 11:02 AM to 12:11 PM IST (1 h 9 min).
Key takeaways
Management reports record Q2: revenue +16.9%, EBITDA margin 31%, PAT +34.8%. Revenue growth guidance was cut to 1.2-1.5x industry, blamed on one export customer and West Asia. EBITDA margin guidance was raised to 29-30%.
| EBITDA Margin: guided vs achieved | 31.00% achieved Guided 27.00%–28.00%, 10.7% above the top of the range |
|---|---|
| EBITDA Margin guidance | 27.5% → 29.5% Raised by 2.0 percentage points |
| Revenue growth | Q2 revenue +16.9% YoY to ₹282.7 Cr; H1 +20.4% to ₹543.7 Cr. |
|---|---|
| Margins | EBITDA margin 31% Q2, +144 bps YoY; guidance raised to 29-30% FY27. |
| Order book | Qualitative only: strong pipeline for chrome plating; no figures. |
| Demand visibility | Near-term soft: consumer, Middle East weak; recovery "a couple of quarters". |
| Management confidence | Defensive on revenue cut; repeatedly stresses outperformance and rationale. |
Growth
Revenue +16.9%; PAT +34.8% on margin mix and exits. H1 underlying PAT +39.4% ex ₹24.2 Cr gain.
Outlook
EBITDA margin 29-30% FY27; exports 14-15% of revenue by FY28; display ₹500–700 Cr by 2031 (internal).
Risks
Revenue growth guided lower; export customer lost, West Asia demand uncertain, scooter exposure gap, depreciation rising from Q3.
Summary by ALFA Finder, written with AI assistance from the earnings call transcript the company filed, published . Open it on ALFA Filings ›
The results behind this call
SJS Enterprises Q2 FY27 Results: Net Profit ₹58.3 Cr, Up 34.6% YoY
SJS Enterprises Ltd reported revenue from operations of ₹282.7 Cr (+16.9% YoY) and net profit of ₹58.3 Cr (+34.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹58.3 Cr · +34.6% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Management reiterated guidance to outperform the automotive industry by 1.5x to 2x in FY27.
Growth they described
Revenue grew 24.5% YoY, led by a 45.4% surge in passenger vehicles and 83.2% export growth.
Call details
| Company | S.J.S. Enterprises Ltd |
|---|---|
| NSE symbol | SJS |
| ISIN | INE284S01014 |
| Call | Q2 FY27 earnings call |
| Date | Thursday, 5 November 2026 |
| Time | 11:00 AM IST |
| Length | 1 h 9 min |
S.J.S. Enterprises Ltd: key numbers
- Share price
- ₹2,052.60
- Market cap
- ₹6,621 Cr
- Revenue (annual)
- ₹955.1 Cr
- Net profit (annual)
- ₹170.7 Cr
- P/E (TTM)
- 29.4×Sector 32.4×
- Promoter holding
- 19.99%-0.16% QoQ
- FII holding
- 16.12%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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