S.J.S. Enterprises Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
SJS Enterprises reported consolidated revenue of Rs. 2,610 mn for Q1FY27, up 24.5% year-on-year, with EBITDA margin expanding to 30% and PAT growing 115% to Rs. 744.2 mn, including a one-time gain from a facility sale. Management said the automotive business grew 32.4% against industry growth of 21.7%, driven by strength in the passenger vehicle segment and exports. The company also discussed progress on its cover glass and display subsidiary, the new SJS Decoplast facility in Pune, and its Walter Pack and export businesses.
SJS Enterprises reported its highest ever quarterly revenue of INR2,601.2 million in Q4 FY26, up 29.7% year-on-year, along with its highest ever quarterly PAT of INR488.7 million, up 44.9% year-on-year. For full-year FY26, consolidated revenue was INR9,550.7 million, up 25.6%, with EBITDA up 41.7% and PAT up 44.6%. Management discussed capacity expansion at the Bangalore, SDPL and Hosur facilities, a technology licensing agreement with BOE Varitronix for display systems, and export growth plans for FY27 and FY28.