Q1 FY27 Earnings Call: Record Revenue and Expanding Margins

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedPromoter Disclosed Acquisition PlansAnalyst Day Multiyear TargetsMgmt Evaded Key QuestionInvestor Communications View source PDF Explain this filing

SJS · price

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AI summary

SJS posted highest-ever quarterly revenue of Rs 2,610 mn, up 24.5% YoY. EBITDA grew 36.2% to Rs 799.6 mn with margin expanding 239 bps to 30%. PAT rose 115% to Rs 744.2 mn (adjusted 45.2% ex one-time gain of Rs 241.7 mn). Auto business outgrew industry 32.4% vs 21.7%, marking 27th consecutive outperformance quarter. Exports jumped 83.2%. New Pune Decoplast plant commissioned. Board approved wholly-owned subsidiary for cover glass and display. Targets 14-15% exports by FY28 and 10% of display market by 2030.

Likely market impact

Record results, margin expansion, and progress on cover glass subsidiary signal strong execution and reinforce growth runway.