S.J.S. Enterprises Limited — PPTs, 03-11-2025: Investor Presentation

**Business Performance:** SJS Enterprises delivered a stellar Q2FY26, with revenue up 25.4% YoY to Rs 241.76 Cr and H1FY26 revenue growing 18.4% YoY to Rs 451.4 Cr. Profit after Tax (PAT) surged 48.4% YoY to Rs 43.27 Cr for the quarter. This strong performance was driven by a 44.3% YoY increase in the 2-wheeler segment and 40.9% YoY export growth. SJS's automotive business significantly outpaced the industry (29.5% vs 9.5% YoY). EBITDA margins expanded to 29.6% for Q2. The company holds a net cash position of Rs 158.88 Cr, with H1FY26 ROCE at 33.6% and ROE at 20.4%.

**Strategy & Recent Developments:** SJS is strategically focused on premiumization and advanced aesthetic products, including Optical cover glass and In-Mould Electronics. Recent highlights include an MoU with BOE Varitronix to manufacture automotive displays in India for passenger vehicles. Capacity expansion is progressing at Pune, and a new greenfield plant for optical cover glass/displays is planned in Hosur. The company is also expanding globally and deepening "mega account" relationships.

**Outlook:** Management expects SJS to outperform industry growth by over 2.5x in FY26, driven by premiumization, mega OEM accounts, and robust exports. The strong order book, covering over 90% of FY26 forecasted revenue, ensures continued growth and a healthy margin profile.