Investor Presentation pertaining to the financial results for the quarter and year ended 31st March, 2026.

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedCfo Debt Reduction RoadmapInvestor Communications View source PDF

SJS · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

+5.0%1-day move

₹1895.00

prior close

₹1900.10

base price

After-mkt

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AI summary

SJS Enterprises delivered a stellar Q4FY26 with highest ever quarterly revenue of Rs 2,601.2 Mn, up 29.7% YoY, driven by strong growth in 2W (41.1%) and PV (40.9%) segments. Full year FY26 revenue reached Rs 9,551 Mn (25.6% YoY), EBITDA grew 41.7% to Rs 2,880 Mn with 29.6% margins, and PAT jumped 44.6% to Rs 1,718 Mn. Exports surged 74.6% YoY to Rs 255.5 Mn in Q4, reaching Rs 911.4 Mn for FY26. The company generated Rs 1,427 Mn free cash flow with net cash position of Rs 2,437 Mn. Credit rating upgraded by ICRA to AA- (Positive). New customer wins include Raptee (EV 2W), FCA USA, Autoliv USA, and Hero MotoCorp. Signed technology license with BOE Varitronix for automotive display systems.

Likely market impact

SJS continues to outperform industry growth by 2-3x, with expanding margins and strong cash generation. The company expects to maintain robust margin profile in FY27 with order book covering over 85% of forecasted revenue.