SJS ENTERPRISES LIMITED

Manufactures automotive components, supplying Indian passenger vehicle and two-wheeler OEMs, and reported FY26 consolidated revenue of ₹955.07 crore (+25.6% Y-o-Y) and PAT of ₹171.80 crore (+44.6%). The automotive segment grew 41.1% Y-o-Y in Q4 FY26, more than 2x the industry's production growth of 18.9%, with the company logging 26 consecutive quarters of outperformance versus the auto sector. A second line of business, Decoplast, makes decorative plastic parts (a greenfield plant with ₹100 crore of capex is being commissioned), and a third, the Hosur optical bonding/display facility set up in partnership with BOE Varitronix, is ready with equipment arriving in Q2 FY27 and commercial supplies targeted at end-FY27/early FY28. Exports reached a record ₹911.4 million in FY26 (+60.5% Y-o-Y) and the company is targeting 14-15% of consolidated revenue from exports by FY28, while 'new generation' products already contribute ~24% of revenue. A three-year capex programme of ₹260-270 crore covers the Bangalore expansion, Decoplast and Hosur display, and the order book is already over 85% of FY27 forecast revenue. The biggest cost line is raw materials at 43.4% of revenue, followed by employees at 11% and other operating expenses at 17.5%.