S.J.S. Enterprises Limited — Investor Meet, 14-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

SJS Enterprises posted consolidated revenue of Rs. 200.5 Cr, up 7.3% YoY, with EBITDA at Rs. 52.8 Cr (26.1% margin) and PAT rising 24.1% to Rs. 33.7 Cr (16.8% margin). FY25 revenue grew 21.1% to Rs. 760.5 Cr, PAT jumped 39.2% to Rs. 118.8 Cr. Addition of Hero MotoCorp opens a Rs. 250 Cr opportunity. Export revenues rose 17.6% to Rs. 56.8 Cr, targeting 14-15% export mix by FY28. Capacity expansions include a new Decoplast facility and Rs. 40-45 Cr capex at Bengaluru. Management emphasizes premiumization, innovation, ESG progress, and an order book covering ~85% of FY26 guidance. Confidence remains steady amid cautious optimism on tariffs and growth, with acquisitions in the U.S. under consideration.