| 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
- ₹1,981.40
- Market cap
- ₹6,390 Cr
- Revenue (annual)
- ₹955.1 Cr
- Net profit (annual)
- ₹170.7 Cr
- P/E (TTM)
- 30.4×Sector 32.1×
- 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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