S.J.S. Enterprises Limited has informed the Exchange about Investor Presentation
SJS · price
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Awaiting price reaction for this filing.
S.J.S. Enterprises reported Q1FY26 revenue of Rs 2,096.6 Mn, up 11.2% YoY, driven by strong 32.7% growth in the two-wheeler segment. EBITDA rose 16.3% YoY to Rs 587.2 Mn with margins expanding 106 bps to 27.6%, while PAT grew 22.6% YoY to Rs 346.2 Mn (margin of 16.5%). The company started supplies to Hero MotoCorp during the quarter and added FCA USA and Autoliv USA as new customers. Net cash position strengthened to Rs 1,311.4 Mn with FCFF of Rs 325.6 Mn, and ROE/ROCE improved to 19.1% and 29.5% respectively. Management expects to outperform industry growth by ~2x in FY26, with current order book covering ~90% of forecasted FY26 revenue, and is investing ~Rs 100 Cr in a chrome plating expansion in Pune (likely commissioning Q3FY26) plus a greenfield optical cover glass plant at Hosur.
Strong quarter with margin expansion, robust cash generation, and visible order book — supportive for the stock, though capacity expansion capex may keep capex elevated in FY26.