S.J.S. Enterprises Limited — PPTs, 28-01-2026: Investor Presentation

**Business Performance:** SJS Enterprises delivered a stellar Q3FY26, with revenue up 36.4% YoY to Rs 243.5 crore and PAT soaring 62.5% YoY to Rs 45.0 crore, marking its highest quarterly profitability since IPO. The automotive business (2W + PV) grew 46.0% YoY, significantly outperforming industry growth. Exports surged 146.2% YoY. 9MFY26 PAT of Rs 122.9 crore already surpassed FY25's full-year PAT.

**Growth Drivers or Strategy:** SJS is focused on driving growth through premiumization with new-age aesthetic products, targeting substantial realization increases per vehicle. Strategic focus includes capacity expansion, developing advanced products like optical cover glass, global market penetration (especially in ASEAN), and expanding OEM accounts. Value-accretive acquisitions remain a core strategy.

**Recent Developments:** Key developments include a Technology License cum Supply Agreement with BOE Varitronix for automotive display systems in India, opening a new vertical. SJS also strengthened its Germany presence and onboarded new customers, including Raptee (EV 2W) and Urban Company.

**Key Financial Metrics:** Q3FY26 EBITDA was Rs 75.6 Cr (30.5% margin). For 9MF26, revenue hit Rs 694.9 Cr, EBITDA Rs 207.2 Cr (29.3% margin), and PAT Rs 122.9 Cr (17.7% margin). Net cash is strong at Rs 203.0 Cr, with 9MFY26 ROCE at 34.0% and ROE at 19.8%.

**Management Commentary / Outlook:** Management expects SJS to outperform industry growth by over 2.5x in FY26, maintaining robust margins through premiumization, OEM expansion, and exports.