S.J.S. Enterprises Earnings Call Transcripts
Fiscal Year 2026
-
Q3 FY25 saw 11.2% YoY revenue growth, strong EBITDA and PAT margin expansion, and robust cash flows. Export and passenger vehicle segments outperformed, with large new orders and strategic CapEx planned to drive future growth. Export share targeted at 14-15% by FY28.
-
Q3 FY 2026 saw record revenue and margins, with 36.4% year-on-year growth and strong export momentum. Premiumization, new product launches, and capacity expansions drive outperformance, while robust cash flows and disciplined capital allocation support future growth. Margin guidance remains at 28%-29% as new CapEx ramps up.
-
Q2 FY26 saw record revenue and profitability, with 25.4% YoY growth and margin expansion, driven by strong automotive and export performance. Strategic partnerships, capacity expansions, and a robust order book support an upgraded outlook, targeting 14%-15% export share by FY28.
-
Q4 FY25 saw revenue surpass INR 2,000 million, with strong growth in automotive and exports, robust margins, and Hero MotoCorp added as a major client. CapEx expansion and innovation continue, with a positive outlook for FY26 and beyond.
-
Revenue grew 60.9% YoY to INR 1,886.2 million, driven by acquisitions and strong automotive and consumer segments. EBITDA margin improved to 26.6%, with robust cash flow and a positive outlook for exports and new product launches.
-
Record Q2 revenue and profit growth were driven by strong auto, consumer, and export segments, with EBITDA margin up 370 bps YoY. Export share is set to rise to 14%-15% of sales, supported by major global contracts and capacity expansion.
-
Q1 FY 2026 saw 11.2% YoY revenue growth, robust EBITDA and PAT margin expansion, and strong cash generation, driven by outperformance in two-wheeler and passenger vehicle segments. New marquee customers, export wins, and ongoing capacity expansions support a positive outlook, with export revenue targeted to reach 14%-15% by FY 2028.
-
Q2 FY26 saw record revenue and profitability, with 25.4% YoY growth and margin expansion, driven by strong two-wheeler and export performance. Strategic partnerships, capacity expansions, and new customer wins position the company for sustained outperformance and global growth.
-
Q1 FY 2027 saw record revenue and profitability, with 24.5% YoY revenue growth and 115% YoY PAT growth, driven by strong performance in passenger vehicles, exports, and premium products. Strategic investments, capacity expansion, and robust cash flow position the company for continued outperformance and export growth.