S.J.S. Enterprises Limited — Investor Meet, 04-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

SJS Enterprises reported strong Q1 FY26. Revenue grew 11.2% to INR 209.66 Cr, with Automotive (2W & PV) up 22.8% YoY, significantly outperforming the industry. EBITDA hit 27.6% margin, PAT 16.5%. Key win: Hero MotoCorp, now a new customer with supplies started. New export orders from Autoliv and FCA strengthen global reach, targeting 14-15% of revenue by FY28. Capacity expansions are progressing. Management is confident in outperforming industry growth by over 2x, driven by premiumization and strategic focus on new products, backed by robust cash generation.