S J S Enterprises Ltd
S J S Enterprises Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
SJS expects to sustain strong growth momentum supported by robust financial performance and execution. SJS Enterprises expects to outperform industry growth by 1.5x to 2x in FY27, driven by strong order visibility and expanded capacity.
From S J S Enterprises Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- SJS expects to sustain strong growth momentum supported by robust financial performance and execution.
- The company targets export revenue contribution to increase to 14%-15% by FY28 through deeper market penetration and new geographies.
- Order book covers over 85% of FY27 forecasted revenue, indicating strong execution visibility.
- Growth is expected to outperform the underlying industry by 1.5x to 2x in FY27.
- Focus on premiumization and differentiated technology-driven offerings to enhance content per vehicle.
- Capacity expansions underway, with emphasis on balancing capacity with demand.
- Export markets viewed as underpenetrated with strong pipeline and global customer interest.
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
- Capex investments totalling approximately INR 220-270 crores over 3 years, starting FY26, covering:
- SJS Bangalore plant expansion (INR 45 crores initially planned)
- SDPL chrome plating greenfield plant doubling capacity at Pune (INR 100 crores initially planned)
- Cover glass and display business facilities (INR 65 crores combined for glass and display)
- Cover glass & display plant: INR 40 crores for glass, INR 25 crores for display, totaling ~INR 65 crores; fully integrated display facility including optical glass manufacturing, coating, bonding, and backlight production
- Chrome plating greenfield plant (Decoplast) near Pune: near completion, doubling chrome plating and painting capacity, commissioning expected in FY27
- Bangalore facility expansion partially completed, production equipment installed with commissioning by end of current quarter
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
- The current order book stands at over 85% of the FY27 forecasted revenue, indicating strong execution visibility.
- There is a steady growth in export revenues supported by traction with global OEMs, reinforcing confidence in achieving the export revenue target of 14%-15% by FY28.
- The company has a very strong pipeline and proactive business development activity ongoing to book new capacities, including the new Bangalore plant and chrome plating facility.
- Discussions with customers to book new capacity are progressing well, with some orders already placed and equipment installed.
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 →
- Q3 FY26 earnings call analysis →
- Q2 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 Q4 FY26 results?
SJS expects to sustain strong growth momentum supported by robust financial performance and execution. SJS Enterprises expects to outperform industry growth by 1.5x to 2x in FY27, driven by strong order visibility and expanded capacity.
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?
Capex investments totalling approximately INR 220-270 crores over 3 years, starting FY26, covering: - SJS Bangalore plant expansion (INR 45 crores initially planned) - SDPL chrome plating greenfie
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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.