ALFA Finder| 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
- ₹2,079.60
- Market cap
- ₹6,708 Cr
- Revenue (annual)
- ₹955.1 Cr
- Net profit (annual)
- ₹170.7 Cr
- P/E (TTM)
- 29.8×Sector 32.5×
- Promoter holding
- 19.99%-0.16% QoQ
- FII holding
- 16.12%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 Earnings Call Transcript: Key Takeaways
Management reports record Q2: revenue +16.9%, EBITDA margin 31%, PAT +34.8%. Revenue growth guidance was cut to 1.2-1.5x industry, blamed on one export customer and West Asia. EBITDA margin guidance was raised to 29-30%.
SJS Enterprises Employee Stock Options
S.J.S. Enterprises Limited allotted 6,750 equity shares under its ESOP scheme. Consequently, the company's paid-up share capital increased to Rs. 32.26 Crore.
SJS Enterprises Investor Presentation: Key Takeaways
Q2FY27 revenue ₹2,827.3 Mn (+16.9% YoY), EBITDA ₹896.4 Mn (31.0% margin), reported PAT ₹583.3 Mn (+34.8%). EBITDA margin guidance raised to 29–30%.
SJS Enterprises Results Update
S.J.S. Enterprises reported record quarterly revenue of Rs. 282.73 Crore, up 16.9% YoY. Net profit for Q2FY27 rose 34.8% YoY to Rs. 58.33 Crore.
- Value
- ₹282.7 Cr
SJS Enterprises Q2 FY27 Results: Net Profit ₹58.3 Cr, Up 34.6% YoY
SJS Enterprises Ltd reported revenue from operations of ₹282.7 Cr (+16.9% YoY) and net profit of ₹58.3 Cr (+34.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹58.3 Cr · +34.6% YoY
SJS Enterprises Board Meeting Date
S.J.S. Enterprises schedules a 4 November 2026 board meeting to approve unaudited quarterly results for September 2026. An earnings call follows on 5 November.