S.J.S. Enterprises Limited — Investor Meet, 03-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

SJS Enterprises reported robust Q3 FY26 consolidated revenue of ₹243.53 Cr, up 36.4% YoY, with PAT increasing 62.5% YoY to ₹45.04 Cr. EBITDA margins expanded to 30.5%, reflecting strong operating leverage and a favorable product mix. The automotive business significantly outperformed, growing 46% YoY against industry growth of 15.7%.

Management is confident in sustaining this momentum, aiming for 28-29% EBITDA margins and 2.5x industry outperformance. Growth drivers include strategic capex at Pune and Bangalore facilities, surging exports (up 146.2% YoY to ₹28.31 Cr), and a new partnership with BOE Varitronix for automotive display systems. The company maintains a strong net cash position of ₹203.01 Cr, supporting future expansions and inorganic growth initiatives.