S J S Enterprises Ltd
S J S Enterprises Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
SJS targets to double sales in the next three years, building on a 2.5x increase over the last three years (Page 13). SJS expects to achieve sustained growth driven by strong financial performance and clear future vision (Page 6). - Focus on premiumization and new product launches supports growth; new generation products now contribute ~28% of total revenue, up from 13% in FY21 (Page 7). - The company targets to outperform industry volume growth by about 2x in the current year (Page 10). - Expansion plans include increased capacity with Rs.
From S J S Enterprises Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- SJS targets to double sales in the next three years, building on a 2.5x increase over the last three years (Page 13).
- The company expects to outperform industry growth by about 2x in the current year (Pages 7, 10).
- Premiumization is a key growth driver with expanding product portfolios and new generation products now contributing ~28% of revenues (Page 7).
- Two-wheeler volumes expected to grow in high single-digits, passenger vehicle volumes in mid single-digits (Page 10).
- Growth in EV-related products is forecasted as EV market share in two-wheelers in India is expected to rise to 25-40% by 2030; current sales from EV are about 3-5% but are positioned to grow with product readiness (Page 20).
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
- Exotech (SJS Decoplast) Expansion: Rs. 100 crores allocated; Rs. 30 crores spent so far; remaining Rs. 70 crores to be utilized in FY26. Expected commissioning by H1 FY26.
- Cover Glass Business: Rs. 40-45 crores capex planned over FY26 and FY27 for leased building modifications and capacity setup. Commissioning expected by end of FY26; strategy being optimized for broader display market opportunities.
- Ongoing Capacity Expansion: Rs. 15-20 crores annual maintenance capex; total capex guidance around Rs. 150 crores for FY26 and approximately Rs. 220 crores over three years.
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
- Current order book stands at around 85% of the forecasted FY26 revenues.
- The company has a robust order book supporting ongoing capacity expansion plans.
- There are promising ongoing negotiations with customers influencing investment plans, particularly for the new shed of about 97,000 sq. ft.
- New orders from mega accounts like Hero MotoCorp and other marquee names have been secured and are ramping up.
- The addition of Walter Pack and expansion at Exotech targets doubling turnover to around Rs. 320 crores.
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.
Full financials →Continue your research
What SJS Enterprises's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q2 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 Q4 FY25 results?
SJS targets to double sales in the next three years, building on a 2.5x increase over the last three years (Page 13). SJS expects to achieve sustained growth driven by strong financial performance and clear future vision (Page 6). - Focus on premiumization and new product launches supports growth; new generation products now contribute ~28% of total revenue, up from 13% in FY21 (Page 7). - The company targets to outperform industry volume growth by about 2x in the current year (Page 10). - Expansion plans include increased capacity with Rs.
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?
Exotech (SJS Decoplast) Expansion: Rs.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.