SJSNSES.J.S. Enterprises LimitedMediumNeutral
Announced Tue, 5 May · 17:21 IST

S.J.S. Enterprises Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor 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
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.4-2.2-1.0-0.6+5.0+5.9+6.1+3.2+2.0+0.0+7.4+9.0+16.4
Up moveDown movePending
AI summary

SJS Enterprises reported its highest ever quarterly revenue of Rs 2,601.2 Mn in Q4FY26, up 29.7% YoY, driven by strong 41.1% growth in 2W segment and 40.9% growth in PV segment. Full year FY26 revenue reached Rs 9,551 Mn with 25.6% growth. EBITDA grew 53% YoY in Q4 to Rs 807.6 Mn with 30.3% margins, while PAT grew 45% YoY to Rs 488.7 Mn. The company significantly outperformed industry growth for the 26th consecutive quarter, achieving over 2x growth versus the underlying 2W+PV industry. Exports hit record Rs 911.4 Mn for FY26, growing 74.6% YoY in Q4. The company maintains a strong net cash position of Rs 2,437.1 Mn and received an ICRA rating upgrade to AA- (Positive). FY27 outlook indicates the current order book covers over 85% of forecasted revenue.

Likely market impact

SJS delivered strong quarterly and annual results with margin expansion and cash generation. The company guides for continued robust margin profile in FY27, expecting to outperform industry growth by 1.5-2x through premiumization, mega account expansion, and exports growth.