| Management target | Revenue 100.0% 3-4 years |
|---|
| Revenue growth | 24.5% YoY growth driven by PV segment and robust exports. |
|---|---|
| Margins | EBITDA margin expanded to 30% due to favorable product mix. |
| Order book | Robust order book with wins from Mahindra, Tata, and TVS. |
| Demand visibility | Strong visibility through record order book and premiumization trends. |
| Management confidence | Highly confident, emphasizing consistent 27-quarter industry outperformance. |
Growth
Revenue grew 24.5% YoY, led by a 45.4% surge in passenger vehicles and 83.2% export growth.
Outlook
Management reiterated guidance to outperform the automotive industry by 1.5x to 2x in FY27.
Risks
Input cost inflation impacted gross margins by 50-60 bps; analyst-flagged PV industry softness in Q1.
Last quarter's promises, checked
Delivered
- Outperform industry by 1.5x-2x → Outperformed (24.5% vs 11.4% industry) (= BEAT)
- Commission Pune chrome plating facility → Commissioned in Q1 (= BEAT)
- Maintain 27-28% long-term EBITDA margin → Delivered 30% (= BEAT)
Partly delivered
- Export revenue share 14-15% by FY28 → 83.2% YoY growth but share still scaling (= PARTIAL)
Earnings Call Transcript filed with BSE, NSE: SJS. Summary written with AI assistance from 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.
More from SJS Enterprises Ltd
All →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.
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.
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.
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.
SJS Enterprises Q1 FY27 Results: Net Profit ₹74.4 Cr, Up 115.0% YoY
SJS Enterprises Ltd reported revenue from operations of ₹261 Cr (+24.5% YoY) and net profit of ₹74.4 Cr (+115.0% YoY) for Q1 FY27.
- Key figure
- Net profit ₹74.4 Cr · +115.0% YoY
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.