What was SJS Enterprises's revenue in Q4 FY26?

SJS Enterprises reported revenue of ₹260 Cr in Q4 FY26, a +29.7% change year-over-year.

Did SJS Enterprises management deliver on previous promises?

Scorecard data is being built as historical quarters are processed.

SJS Enterprises Q4 FY26 Research Workspace: Revenue ₹260 Cr (+29.7%)

Q: What guidance did SJS Enterprises management give?

FY27 revenue growth: 1.5x-2x industry outperformance: Management expects to outperform underlying automotive industry growth by 1.5x to 2x in FY27, supported by strong order book (>85% of forecasted revenue).

Revenue ₹260 Cr +29.7%

EBITDA ₹88 Cr +53%

PAT ₹49 Cr +44.9%

EBITDA Margin 30.3% +424bps

Duration 65 min

Read Time 1 min read

✓ Verified against BSE filing

2-Minute Summary

✦ AI-Generated from Full Transcript

SJS Enterprises delivered a record Q4 FY26 with consolidated revenue of ₹260.1 crore (+29.7% YoY), EBITDA of ₹87.7 crore (+53% YoY, margin 30.3%), and PAT of ₹48.9 crore (+44.9% YoY). Growth was driven by automotive segment outperformance (41% YoY vs industry 18.9%), strong export growth (+74.6% YoY), and premiumization. New generation products contributed 24% of revenue. Management guided for 1.5x-2x industry outperformance in FY27, with order book covering >85% of forecasted revenue. Capex of ₹220-270 crore over three years is underway for capacity expansion and optical display facility (BOE partnership). Key risk: input cost inflation (crude/polymer) could pressure margins if pass-through lags.

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Risk Intelligence

Input cost inflation (crude/polymer)

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Quarter Snapshot

Automotive segment growth (Q4) 41%

+22.1pp YoY

Outpaced industry production volume growth of 18.9% by more than 2x.

Export revenue (Q4) ₹25.6 crore

+74.6% YoY

Record quarterly exports driven by deeper penetration and new geographies.

New generation products share 24%

+8pp YoY

Validates premiumization strategy; management targets 25-30% over 5 years.

Order book coverage (FY27) >85%

N/A

Provides strong revenue visibility for FY27; supports 1.5x-2x industry outperformance guidance.

Fast read

Guidance and risk preview

Top guidance FY27 revenue growth: 1.5x-2x industry outperformance

Management expects to outperform underlying automotive industry growth by 1.5x to 2x in FY27, supported by strong order book (>85% of forecasted re...

Top risk Input cost inflation (crude/polymer)

Rising crude oil prices increase polymer costs; management noted pass-through typically has a one-quarter lag, which could temporarily compress mar...