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Earnings Call Transcript

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%.

S.J.S. Enterprises Q2 FY27 concall: date, live audio and summaryConcall page →
Guidance and delivery
EBITDA Margin: guided vs achieved 31.00% achieved Guided 27.00%–28.00%, 10.7% above the top of the range
EBITDA Margin guidance 27.5% → 29.5% Raised by 2.0 percentage points
Highlights
Revenue growthQ2 revenue +16.9% YoY to ₹282.7 Cr; H1 +20.4% to ₹543.7 Cr.
MarginsEBITDA margin 31% Q2, +144 bps YoY; guidance raised to 29-30% FY27.
Order bookQualitative only: strong pipeline for chrome plating; no figures.
Demand visibilityNear-term soft: consumer, Middle East weak; recovery "a couple of quarters".
Management confidenceDefensive on revenue cut; repeatedly stresses outperformance and rationale.

Growth

Revenue +16.9%; PAT +34.8% on margin mix and exits. H1 underlying PAT +39.4% ex ₹24.2 Cr gain.

Outlook

EBITDA margin 29-30% FY27; exports 14-15% of revenue by FY28; display ₹500–700 Cr by 2031 (internal).

Risks

Revenue growth guided lower; export customer lost, West Asia demand uncertain, scooter exposure gap, depreciation rising from Q3.

Source

Earnings Call Transcript filed with NSE, NSE: SJS. Summary written with AI assistance from the document.

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SJS Enterprises Ltd: key numbers

Share price
₹2,052.60
Market cap
₹6,621 Cr
Revenue (annual)
₹955.1 Cr
Net profit (annual)
₹170.7 Cr
P/E (TTM)
29.4×Sector 32.4×
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.

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