India · Delayed Price · Currency is INR S.J.S. Enterprises Earnings Call Transcripts
Fiscal Year 2026
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Q2 FY26 delivered record revenue and profitability, with 25.4% YoY growth and margin expansion, driven by strong two-wheeler and passenger vehicle segments. Strategic partnerships, capacity expansions, and export growth position the company for sustained outperformance and higher margins.
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Q1 FY26 saw 11.2% YoY revenue growth, led by strong two-wheeler and passenger vehicle segments, with EBITDA margin expanding to 27.6% and PAT up 22.6% YoY. New marquee customers, capacity expansions, and export wins position the company for continued outperformance and margin sustainability.
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Q3 FY25 saw 11.2% YoY revenue growth, led by strong passenger vehicle performance and major export wins. EBITDA margin improved to 26.6%, and PAT grew 32.9% YoY. Strategic CapEx and new contracts position the company for continued double-digit growth and export expansion.
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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 a focus on premiumization and global markets underpin a positive outlook.
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Q2 FY25 saw record revenue of INR 1,927.9 million, up 18.1% YOY, with EBITDA margin at 26.6% and PAT up 50.9% YOY. Export growth was strong at 54.7% YOY, and the company achieved debt-free status. Outlook targets 14%-15% export share and continued margin focus.
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Q1 FY25 saw 60.9% YOY revenue growth, driven by the Walter Pack acquisition and strong performance in passenger vehicles and consumer segments. EBITDA margin improved to 26.6%, with robust cash flow and a positive outlook for exports and new product launches.
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Q4 FY25 saw revenue up 7.3% Y-O-Y and PAT up 24.1%, with strong growth in the automotive and export segments. Major new business wins, robust cash flow, and ongoing CapEx support a positive outlook, targeting 2x industry growth and higher export share by FY28.
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Q3 FY 2026 saw record revenue and margins, with 36.4% YOY growth and strong export momentum. Automotive outperformed industry growth by 3x, while new technology partnerships and capacity expansions support future growth. Margin guidance remains at 28%-29%.
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Achieved record quarterly revenue and profitability, with 24.5% revenue growth and 115% PAT growth year-over-year. Outperformed the automotive industry, driven by strong passenger vehicle and export growth, and continued investment in innovation and capacity expansion.