S J S Enterprises Ltd
S J S Enterprises Ltd Q2 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
SJS expects to outperform industry growth by over 2.5x in FY26, driven by strong order book covering over 90% of forecast revenue. SJS expects to outperform industry growth by over 2.5x in FY26, indicating strong revenue expansion.
From S J S Enterprises Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- SJS expects to outperform industry growth by over 2.5x in FY26, driven by strong order book covering over 90% of forecast revenue.
- 2-wheeler volume growth for H1 FY26 was ~38.8%, with Q2 outperforming the industry by ~44%; momentum likely to continue.
- More than 90% of FY26 2-wheeler volume forecast already secured through acquired business.
- Exports are targeted to grow to 14-15% of consolidated sales by FY28, supported by new global OEM customers and geographic diversification.
- New business ramps, such as Nissan, will start contributing from the next quarter and progressively increase over a year.
- Expansion in premium and next-gen aesthetic products (e.g., illuminated logos, optical cover glass) is expected to raise kit values and revenue.
2 more points management made on revenue & sales performance
Profitability & Margins
See what S J S Enterprises Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- INR 100 crores allocated for SJS Decoplast greenfield plant; INR 50 crores already incurred, remaining INR 70 crores planned for current year.
- INR 40-45 crores earmarked for expansion of SJS Bangalore facility.
- INR 40 crores planned for cover glass business, with INR 20 crores allocated for current financial year and INR 20 crores for next financial year.
- Maintenance and VA/VE (Value Analysis/Value Engineering) capex around INR 15-20 crores annually.
- Total capex over 3 years expected between INR 220-230 crores.
- New plant at SJS Decoplast expected operational by Q3 FY26, designed to fill export market demand.
2 more points management made on capital expenditure plans
Top-ranked in Auto Components
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what S J S Enterprises Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Over 90% of the forecasted FY26 volumes are already secured in the acquired business, indicating a robust order book.
- The company continues to see strong order intake and is confident of sustaining overall growth momentum across 2-wheeler, 4-wheeler, and appliance segments.
- New customer acquisitions include marquee accounts such as Nissan and Whirlpool, with ramp-ups expected progressively from the next quarters.
- Ramp-up timelines are aligned with SOP (Start of Production) dates, with expectations to reach decent capacity utilization within about a year.
- The company is actively addressing new RFQs and bidding for new businesses to further expand the order book.
2 more points management made on order book & pipeline
S J S Enterprises Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹260 Cr, net profit ₹49 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What S J S Enterprises Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q1 FY26 earnings call analysis →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
- Q1 FY24 earnings call →
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Frequently Asked Questions
What were S J S Enterprises Ltd Q2 FY26 results?
SJS expects to outperform industry growth by over 2.5x in FY26, driven by strong order book covering over 90% of forecast revenue. SJS expects to outperform industry growth by over 2.5x in FY26, indicating strong revenue expansion.
What is S J S Enterprises Ltd share price analysis?
S J S Enterprises Ltd currently shows a neutral. The stock trades at a P/E of 47.4 with a market cap of ₹8,040 Cr. Investors should review the full earnings analysis for detailed insights.
Is S J S Enterprises Ltd planning capital expenditure?
INR 100 crores allocated for SJS Decoplast greenfield plant; INR 50 crores already incurred, remaining INR 70 crores planned for current year.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.