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Earnings Call

SJS Enterprises Earnings Call: Key Takeaways

SJS achieved record quarterly and annual performance in FY26, driven by premiumization and automotive segment growth. Strategy focuses on new technology products and exports.

Why this was an Alfa AlertNot a filter event. Performance is robust but management did not explicitly state it beat prior guided upper-end ranges by >5%.
Highlights
Revenue growth25.6% YoY for FY26; 29.7% YoY for Q4.
MarginsEBITDA margins expanded 320 bps YoY to 29.6% in FY26.
Order bookOver 85% of FY27 revenue forecasted is already contracted.
Demand visibilityHigh; 85% of FY27 forecasted revenue in current order book.
Management confidenceStrong; projecting 1.5-2x industry growth for FY27.

Growth

FY26 revenue grew 25.6% YoY to ₹9,551 Mn; PAT surged 44.6% YoY to ₹1,718 Mn with 18.0% margin.

Outlook

FY27 guidance expects outperforming industry growth by 1.5-2x; 85% of forecasted revenue already in order book.

Risks

Potential headwinds from automotive industry cyclicality and execution risks for new facility commissioning.

Source

Earnings Call filed with NSE, NSE: SJS. Summary written with AI assistance from the document.

Read the document ↗

SJS Enterprises Ltd: key numbers

Share price
₹2,317.60
Market cap
₹7,474 Cr
Revenue (annual)
₹955.1 Cr
Net profit (annual)
₹170.7 Cr
P/E (TTM)
35.5×Sector 33.6×
Promoter holding
20.15%-1.00% QoQ
FII holding
14.67%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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