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Earnings Call

SJS Enterprises Earnings Call: Key Takeaways

SJS reported record Q4FY26 revenue of INR 2,601.2M and PAT of INR 488.7M. Focus remains on premiumization, export expansion, and new display technologies.

Why this was an Alfa AlertNot a filter event. Results were strong but no specific prior guided range was provided to confirm a 5%+ beat.
Highlights
Revenue growth29.7% YoY in Q4; 25.6% YoY in FY26.
MarginsQ4 EBITDA margin at 30.3%; long-term sustainable margins 27-28%.
Order bookOver 85% of FY27 revenue visibility from current orders.
Demand visibilityStrong April performance; order book covers 85% of FY27 forecasted revenue.
Management confidenceBullish outlook; 26th consecutive year of outperforming industry growth.

Growth

Q4FY26 revenue grew 29.7% YoY; EBITDA up 53% YoY; PAT up 44.9%. FY26 revenue reached INR 9,550.7M.

Outlook

Guided to outperform industry by 1.5x-2x in FY27; targeting 14-15% export share by FY28; INR 220cr capex planned.

Risks

Global uncertainty, potential supply constraints of ancillary products, and inflationary pressures on input costs like polymers.

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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