S.J.S. Enterprises Limited has informed the Exchange about Transcript
SJS · price
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S.J.S. Enterprises shared detailed Q4 FY25 results and strategic outlook during their earnings call held on May 9, 2025. The company posted consolidated Q4 revenue of Rs. 2,005.1 million (up 7.3% YoY), crossing the Rs. 2,000 million milestone for the first time, with EBITDA of Rs. 528 million (6.6% YoY) at 26.1% margin and PAT of Rs. 337.3 million (24.1% YoY) at 16.8% margin. For full year FY25, revenue grew 21.1% to Rs. 7,604.9 million, EBITDA rose 27.1% to Rs. 2,032 million with margins expanding 129 bps to 26.4%, and PAT jumped 39.2% to Rs. 1,188.3 million. This marked the 22nd consecutive quarter of outperformance versus industry. Key highlights included a major new customer win with Hero MotoCorp in April 2025, where Hero purchases around Rs. 250 crores of decals and logos annually, plans for Rs. 100 crores capex at SJS Decoplast and Rs. 40-45 crores for Bangalore expansion, an exports target of 14-15% of revenue by FY28, and a final dividend of 25% of face value.
Strong Q4 and FY25 results with healthy margin expansion, a marquee customer win in Hero MotoCorp, and a clear capex and exports roadmap reinforce the growth story. The stock is likely to see positive sentiment, though execution of capex plans and ramp-up of new businesses will be key monitors going forward.