S.J.S. Enterprises Limited — Q1FY27 Earnings Call Summary

SJS · Q1FY27 · Filed 11 Aug 2026

Key Takeaways

• Asset turns expected 2-2.5x for new Decoplast capacity; break-even at 1-1.25x asset turn
• Cover glass and display business subsidiary set up; commercial operations expected from Q2 FY28
• Strategic priorities: expand product portfolio, increase premium content, grow exports to 14-15% by FY28
• Automotive business grew 32.4% y-y, outperforming industry growth of 21.7%
• New SJS Decoplast facility commissioned in Aug 2026, adding 200-250 cr capacity over 3-4 years
• Q1FY27 consolidated revenue 2,610 mn +24.5% y-y; EBITDA 799.6 mn +36.2%, margin 30% +239 bps; PAT 744.2 mn +115% (adjusted PAT 502.5 mn +45.2%)
• Passenger vehicle segment grew 45.4% y-y; two-wheeler segment grew 19.5% y-y
• Export revenue grew 83.2% y-y, contributing 9.8% of consolidated revenue
• CFO recognized with Financial Visionary and CFO Trailblazer awards

📄 Source: View original transcript (PDF)

Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.