StockWatch
·
Filing
Q4

S.J.S. Enterprises Ltd

SJSFY2605 May 2026
Revenue+6.8%
Net Profit+8.5%
OPM28.71%

P&L

Quarterly Consolidated

Revenue
+6.8%260.12
Expenditure
+6.8%200.35
Net Profit
+8.5%48.87
NPM 18.36%+1.0%EPS ₹15.16+7.9%

vs Q3 FY26

SJS Enterprises: FY26 Revenue Up 25.6% YoY to ₹9,550.7 Mn

05 May 2026 · 5 May, 5:21 pm

Summary

SJS Enterprises Limited reported its highest-ever quarterly revenue of ₹2,601.2 mn in Q4 FY26, marking a 29.7% year-on-year growth. This strong performance was driven by robust growth in the two-wheeler and passenger vehicle segments, along with increased export contribution. For the full fiscal year 2026, the company's revenue increased by 25.6% to ₹9,550.7 mn, with EBITDA growing 41.7% to ₹2,879.6 mn, reflecting improved margins and operational efficiencies. Management highlighted the 26th consecutive quarter of outperformance against the automotive industry and stated that strategic capacity expansions are underway to strengthen capabilities and scale efficiently.

Key Highlights

  1. 1

    SJS Enterprises recorded its highest-ever quarterly revenue in Q4 FY26, growing by 29.7% year-on-year to ₹2,601.2 mn.

  2. 2

    Quarterly EBITDA for Q4 FY26 increased by 53.0% year-on-year to ₹807.6 mn, achieving an EBITDA margin of 30.3%.

  3. 3

    Profit after Tax (PAT) for Q4 FY26 rose by 44.9% year-on-year to ₹488.7 mn, with a PAT margin of 18.8%.

  4. 4

    For the full fiscal year FY26, revenue increased by 25.6% year-on-year to ₹9,550.7 mn, outperforming the automotive market growth of 11.4%.

  5. 5

    FY26 EBITDA grew by 41.7% year-on-year to ₹2,879.6 mn, with improved EBITDA margins reaching 29.6%.

  6. 6

    The Company maintained a strong financial position, generating strong cash flows during the quarter, resulting in a net cash position of ₹2,437.1 mn.

  7. 7

    SJS Enterprises received an upgrade on its long-term rating from ICRA to AA- (Positive) from AA- (Stable), and secured new orders from key customers including Mahindra, Suzuki, and Bajaj Auto.

Management Comments

K

K. A. Joseph

We are pleased to close FY26 on a strong note, extending our track record of consistent performance and marking the 26th consecutive quarter of SJS outperforming the underlying automotive industry. Our focus on premium product categories, a well-diversified portfolio, and expanding OEM relationships has enabled us to deliver sustained growth across segments. In Q4 FY26, SJS achieved its highest-ever quarterly revenue of ₹2,601.2 mn, driven by continued momentum in the 2W and PV segments, along with strong export traction. The Company also reported its highest-ever quarterly PAT, supported by an improved product mix, increased export contribution, and a continued focus on operational efficiency. Aligned with our long-term growth strategy, we are making steady progress on our capacity expansion initiatives. These investments are aimed at strengthening our capabilities in premium product categories and enhancing our ability to scale efficiently. By leveraging strong OEM relationships and expanding our presence across automotive and consumer segments, we continue to increase kit value, sustain growth momentum, and reinforce our consistent outperformance. During the year, we were recognized among Top 30 Mid-Size India’s Best Workplaces in Manufacturing (2026) by Great Place to Work, reflecting our commitment to building a high-performance and inclusive organization. Looking ahead, we remain focused on innovation, expand

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