S.J.S. Enterprises Limited — PPTs, 29-07-2025: Investor Presentation

**1. Financial Highlights:**

SJS Enterprises reported strong Q1 performance with revenue up 11.2% YoY to ₹209.7 Cr. Profit after tax (PAT) saw a robust 22.6% YoY increase to ₹34.6 Cr, and EBITDA grew 16.3% YoY to ₹58.7 Cr, with margins expanding to 27.6%. The company maintains a healthy net cash position of ₹131.1 Cr, supported by strong free cash flow generation.

**2. Strategic Initiatives & Growth Drivers:**

The company is driving growth through premiumization, focusing on new-age aesthetic products expected to increase per-vehicle kit value significantly. Capacity expansions are underway at Pune, Bangalore, and a new greenfield plant for optical cover glass and display business at Hosur. Strategic efforts include developing advanced products like illuminated logos and In-Moulded Electronic (IME) parts.

**3. Business Developments:**

SJS secured new customer wins, including FCA and Autoliv, and commenced supplies to Hero MotoCorp, significantly contributing to its automotive segment growth. Acquisitions of SJS Decoplast and Walter Pack India (WPI) continue to be value-accretive, enhancing product capabilities in chrome plating and IMD/IML technologies.

**4. Market Position & Competitive Advantage:**

The company outpaced overall industry growth by approximately 19x in the automotive segment, showcasing strong leadership in premium aesthetics. This performance is fueled by robust growth in the 2-wheeler (32.7% YoY) and passenger vehicle (13.8% YoY) segments.

**5. Investor Implications:**

These updates signal positive growth potential, with the company anticipating outperforming underlying industry growth by about 2x. A strong order book, nearly 90% of forecasted revenue for the current fiscal, underscores business visibility and potential for continued robust financial performance.