Any current/future new fundraising through debt or equity?

No explicit mention of any current or planned fundraising through debt or equity in the transcript. The company has successfully repaid a term loan of INR 300 crore and currently maintains a net cash balance of INR 388.8 million, indicating a debt-free status. Focus is on monetizing vacant assets (such as the old Bangalore plant) to strengthen financial conditions which may support organic and inorganic initiatives. Capital expenditure plans totaling INR 170-190 crore over three years are being funded internally, with specific investments like INR 80 crore for Exotech expansion and INR 40 cror

Any current/future capex/capital investment/strategic investment?

**Exotech Expansion**: Capex of around INR 80 crores planned, with commissioning expected by Q1 FY 2026. This aims to scale production capabilities to meet rising demand. **Optical Glass Factory**: Investment of INR 40 crores to set up a facility in Hosur, Tamil Nadu, targeting localization near key customers. **Maintenance Capex**: Approximately INR 15 crores annual maintenance capex for all three companies over the next three years. **Total Capex Plan**: Around INR 170 to 190 crores over three years, including Exotech expansion, optical glass setup, and maintenance. **Walter Pack India**

Future growth expectations in sales/revenue/volumes?

SJS anticipates a revenue growth CAGR of around 14-15% over the next three years, driven by higher sales volumes. Strong focus on winning global export business, targeting 14-15% of consolidated sales from exports within three years, leveraging new geographical markets like North America, Latin America, Europe, and Southeast Asia. Significant ramp-ups expected in new global programs won from customers like Stellantis and Visteon, with volumes maturing over 1-3 years. Expansion in product segments including passenger vehicles, consumer durables, and medical devices, with large growth projected

Future growth expectations in earnings/operating earnings/profits/EPS?

Consolidated revenue growth of 18.1% Y-o-Y in Q2 FY2025, driven by passenger vehicle, consumer segments, and exports. EBITDA margin improved by 370 bps Y-o-Y to 26.6%, with robust operational efficiencies. PAT grew 50.9% Y-o-Y to INR 291.5 million with a margin of 15.1%. Expect export revenue to increase to 14%-15% of consolidated sales in the next three years, supported by a strong global OEM order book. Margins to remain stable around 25%-26% over the long term, with new products and export growth expected to drive profitability. Capex of INR 170-190 crores planned over three years

Current/ Expected Orderbook/ Pending Orders?

SJS Enterprises has a strong order intake, including new prestigious models from customers like Bajaj, TVS, Royal Enfield, Mahindra, and HMSI. The company is winning significant new business in both domestic and export markets, notably a large long-term export order from a global OEM covering North America, Latin America, and Europe. Export business is growing rapidly, aiming for 14-15% of total sales over the next three years. A new plant (Exotech) is expected to start operations in FY 2026 Q1, targeting to double revenue in 3 years. Management expects steady ramp-up of new global business or

SJS EnterprisesQ2 FY25Auto Components

SJS Enterprises Q2 FY25 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹2,160P/E: 39.2Market Cap: ₹7.5K CrSector: Auto Components

Management growth scorecard

Revenue

Category 3

Margin

Category 3

Fundraise

N/A

Order

Yes

Capex

Yes

2 of 4 growth signals are positive.

Full analysis

Revenue guidance

Category 3

SJS anticipates a revenue growth CAGR of around 14-15% over the next three years, driven by higher sales volumes.
Strong focus on winning global export business, targeting 14-15% of consolidated sales from exports within three years, leveraging new geographical markets like North America, Latin America, Europe, and Southeast Asia.
Significant ramp-ups expected in new global programs won from customers like Stellantis and Visteon, with volumes maturing over 1-3 years.
Expansion in product segments including passenger vehicles, consumer durables, and medical devices, with large growth projected from 4-wheelers and exports.
Organic growth complemented by inorganic opportunities, including acquiring companies in medical devices.
Capacity expansion with new plants (e.g., Exotech plant commissioning in FY 2026 and cover glass plant by FY 2027) supports volume increase.
The company expects to double Exotech revenue in the next three years by improving efficiency and addressing new market pockets.

Margin guidance

Category 3

Consolidated revenue growth of 18.1% Y-o-Y in Q2 FY2025, driven by passenger vehicle, consumer segments, and exports.
EBITDA margin improved by 370 bps Y-o-Y to 26.6%, with robust operational efficiencies.
PAT grew 50.9% Y-o-Y to INR 291.5 million with a margin of 15.1%.
Expect export revenue to increase to 14%-15% of consolidated sales in the next three years, supported by a strong global OEM order book.
Margins to remain stable around 25%-26% over the long term, with new products and export growth expected to drive profitability.
Capex of INR 170-190 crores planned over three years, including INR 80 crores for Exotech expansion starting FY2025, which will support revenue scaling.
EBITDA margins for subsidiaries like Walter Pack expected to improve as sales ramp up.
Overall outlook: sustained revenue and profitability growth driven by exports, capacity expansions, and product innovation.

See what SJS Enterprises management said on margin guidance — free account, 30 seconds.

Fundraise plans

No explicit mention of any current or planned fundraising through debt or equity in the transcript.
The company has successfully repaid a term loan of INR 300 crore and currently maintains a net cash balance of INR 388.8 million, indicating a debt-free status.
Focus is on monetizing vacant assets (such as the old Bangalore plant) to strengthen financial conditions which may support organic and inorganic initiatives.
Capital expenditure plans totaling INR 170-190 crore over three years are being funded internally, with specific investments like INR 80 crore for Exotech expansion and INR 40 crore for optical cover glass factory.
No announcements related to raising capital through fresh equity or debt have been made in this earnings call or investor discussion.

Order book

Yes

SJS Enterprises has a strong order intake, including new prestigious models from customers like Bajaj, TVS, Royal Enfield, Mahindra, and HMSI.
The company is winning significant new business in both domestic and export markets, notably a large long-term export order from a global OEM covering North America, Latin America, and Europe.
Export business is growing rapidly, aiming for 14-15% of total sales over the next three years.
A new plant (Exotech) is expected to start operations in FY 2026 Q1, targeting to double revenue in 3 years.
Management expects steady ramp-up of new global business orders, which take 1-2 years to mature to full volume.
The company is actively pursuing inorganic growth opportunities, including in medical devices and asset monetization to support business expansion.
Overall, the order book reflects a mix of ongoing strong domestic demand and expanding global export opportunities.

See what SJS Enterprises management said on order book — free account, 30 seconds.

Capex plans

Yes

Exotech Expansion: Capex of around INR 80 crores planned, with commissioning expected by Q1 FY 2026. This aims to scale production capabilities to meet rising demand.
Optical Glass Factory: Investment of INR 40 crores to set up a facility in Hosur, Tamil Nadu, targeting localization near key customers.
Maintenance Capex: Approximately INR 15 crores annual maintenance capex for all three companies over the next three years.
Total Capex Plan: Around INR 170 to 190 crores over three years, including Exotech expansion, optical glass setup, and maintenance.
Walter Pack India: Capacity utilization at 70-75% with 25% spare capacity; earlier heavy capex done. Land parcel acquired for potential future expansion.
Monetization of Vacant Bangalore Plant: Board decided to monetize the old vacant plant to strengthen financial conditions and support organic and inorganic initiatives. Expected cash inflow within 12 months but not guaranteed in FY 2025.

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SJS Enterprises Q2 FY25 Earnings Call Analysis

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