SJSBSES.J.S. Enterprises LtdHighNeutral
Announced Tue, 5 May · 17:18 IST

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

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor 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
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After-mkt
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AI summary

SJS Enterprises delivered its highest-ever quarterly revenue of ₹2,601.2 mn in Q4 FY26, up 29.7% YoY, with EBITDA margins expanding to 30.3%. For the full year FY26, revenue grew 25.6% YoY to ₹9,550.7 mn, EBITDA rose 41.7% YoY to ₹2,879.6 mn (29.6% margin), and PAT increased 44.6% YoY to ₹1,718.0 mn. Exports hit a record ₹911.4 mn, up 60.5% YoY, contributing 9.5% of revenue, with a target to reach 14–15% by FY28. The company generated strong free cash flow of ₹1,426.6 mn, ending with a net cash position of ₹2,437.1 mn. New orders were secured from Mahindra, Suzuki, Bajaj Auto, Yamaha, Whirlpool, and others, while capacity expansions in Pune and Hosur are underway. ICRA upgraded the long-term rating to AA- (Positive). A final dividend of 35% of face value was declared.

Likely market impact

SJS posted exceptional Q4 and FY26 results with strong margin expansion, robust cash generation, and a healthy order book covering over 85% of FY27 forecasted revenue. Management expects to outperform the underlying automotive industry by 1.5x to 2x in FY27, providing a positive outlook for shareholders.