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Earnings Call

SJS Enterprises Earnings Call: Key Takeaways

SJS delivered record quarterly revenue and PAT, significantly outperforming automotive industry growth through premiumization and export expansion.

Why this was an Alfa AlertNot a filter event. Results were strong but management described performance as consistent execution rather than a 5%+ beat over specific prior guidance.
Highlights
Revenue growth29.7% YoY growth reaching record quarterly revenue of ₹2,601.2 million.
MarginsEBITDA margins expanded 424 bps YoY to a robust 30.3%.
Order bookVisibility covers over 85% of FY27 forecasted revenues.
Demand visibilityStrong bullish outlook for Indian automotive; global visibility remains high.
Management confidenceHighly confident, emphasizing consistent 26-year outperformance and strong strategic roadmap.

Growth

Consolidated revenue grew 29.7% YoY, driven by a 41% surge in the automotive segment and high-margin exports.

Outlook

Management guides to outperforming industry growth by 1.5x-2x in FY27 with an 85% order book visibility.

Risks

Global geopolitical uncertainty and inflationary pressures on input costs remain key external variables.

Source

Earnings Call filed with BSE, 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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SJS Enterprises Other Announcement

S.J.S. Enterprises Limited's shareholders approved shifting the company's registered office from Karnataka to Maharashtra via a special resolution. The company is now initiating necessary regulatory filings.

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SJS Enterprises Annual General Meeting

S.J.S. Enterprises Limited announced the successful passing of a special resolution via postal ballot to shift its registered office to Maharashtra.

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SJS Enterprises Employee Stock Options

S.J.S. Enterprises allotted 2,22,875 equity shares following the exercise of vested employee stock options under its 2021 plan.