S.J.S. Enterprises Limited — PPTs, 06-08-2026: Investor Presentation

SJS Enterprises delivered stellar Q1FY27 results, with revenue growing 24.5% YoY to Rs 261.0 Cr. EBITDA rose 36.2% YoY to Rs 79.96 Cr, maintaining strong 30.0% margins. Profit after Tax (PAT) surged 115% YoY to Rs 74.42 Cr, boosted by a Rs 24.17 Cr exceptional gain from an asset sale. Normalized PAT saw healthy 45.2% YoY growth to Rs 50.25 Cr, a record high. Growth was primarily driven by the PV segment (+45.4% YoY) and 2W segment (+19.5% YoY), with exports up 83.2% YoY. The company continues to outperform industry growth, achieving 1.5x the automotive industry's pace.

Key strategies for future expansion include developing new products like cover glass & display systems (new subsidiary approved), illuminated logos, and In-Mould Electronics. SJS aims to increase global presence, particularly in ASEAN, and expand capacity with its SDPL Pune facility now operational and optical display facilities ready. New generation products already contribute 24% of revenue. Management expects to outperform industry growth by 1.5-2x in FY27, backed by a strong order book covering 88% of forecasted revenue.