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Investor Presentation

SJS Enterprises Investor Presentation: Key Takeaways

S.J.S. Enterprises delivered record Q1 FY27 revenue of ₹2,610 Mn, driven by outperforming automotive industry growth (1.5x) and highest profitability since IPO.

Guidance and delivery
Management target Revenue FY27
Highlights
Revenue growth24.5% YoY growth reaching record ₹2,610 Mn.
MarginsEBITDA margins reached 30.0%, highest since IPO.
Order book>88% of FY27 forecasted revenue secured.
Demand visibilityHigh; 88% of FY27 revenue already in order book.
Management confidenceStrong; projecting 1.5-2x industry growth.

Growth

Revenue grew 24.5% YoY; Normalised PAT up 45.2% to ₹502.5 Mn; EBITDA margins expanded to 30.0%.

Outlook

Management expects 1.5-2x industry growth for FY27; current order book covers >88% of FY27 forecasted revenue.

Risks

Potential impact from economic conditions, demand-supply dynamics, input cost variations, and currency fluctuations.

Last quarter's promises, checked

Delivered

  • Guided 1.5x-2x industry growth → delivered 1.5x (= BEAT)
  • Guided EBITDA margin >25% → delivered 30.0% (= BEAT)
  • Guided order book >85% of FY27 revenue → delivered >88% (= BEAT)

Partly delivered

  • Guided Pune facility commissioning Q4 FY26 → delivered operations start Q1 FY27 (= PARTIAL)
Source

Investor Presentation 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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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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