S.J.S. Enterprises Limited — Q2FY27 earnings call summary

Filed 10 November 2026 · Official transcript

Capex of Rs. 2,700-2,850 million planned through FY28, funded by internal accruals
Exports grew 23.1% YoY, targeting 14%-15% of revenue by FY28
Management confident of profitable growth ahead of industry with 1.2x-1.5x growth guidance for FY27
Automotive segment grew 21.7% YoY, outperforming industry growth of 17.8%
Capacity utilization at standalone SJS around 60%, with 20% capacity added; no immediate further expansion planned
Q2FY27 revenue grew 16.9% YoY to Rs. 2,827.3 million; PAT margin at 20.6%, highest since IPO
EBITDA margin improved to 31%, driven by product mix, exports, and operational efficiency
Product rationalization led to exiting low-margin SKUs, improving profitability