S.J.S. Enterprises Limited has informed the Exchange about Investor Presentation
SJS · price
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S.J.S. Enterprises shared its Q2FY26 earnings presentation, reporting consolidated revenue of Rs. 2,417.6 Mn, up 25.4% YoY, driven by a strong 44.3% YoY growth in the 2-wheeler segment and 40.9% YoY growth in exports. Q2 EBITDA rose 40.9% YoY to Rs. 728.4 Mn with margins expanding 300 bps to 29.6%, while Q2 PAT grew 48.4% YoY to Rs. 432.7 Mn (17.9% margin). For H1FY26, revenue grew 18.4% to Rs. 4,514 Mn and PAT grew 35.7% to Rs. 779 Mn. The company remains net cash positive at Rs. 1,589 Mn, with ROE of 20.4% and ROCE of 33.6%. Key strategic updates include an MoU with BOE Varitronix (Hong Kong) for automotive display manufacturing, a new greenfield plant at Hosur, and capex of ~Rs 100 Cr for chrome plating in Pune. The company has outperformed industry growth for 24 consecutive quarters and guided to outperform industry growth by 2.5x in FY26, with order book already covering over 90% of forecasted FY26 revenue.
Positive for shareholders — broad-based growth, margin expansion, strong cash generation, and visible order book suggest earnings momentum is likely to continue. The BOE Varitronix partnership and capacity expansion signal a credible growth path beyond the core auto-aesthetics business.