S J S Enterprises
Quarter ended March 2026 compared with Quarter ended March 2025.
Net sales (including other operating income) of S J S Enterprises has increased 29.73% to Rs 260.12 crore. Operating profit margin has jumped from 25.44% to 28.71%, leading to 46.43% rise in operating profit to Rs 74.68 crore. Raw material cost as a % of total sales (net of stock adjustments) decreased from 45.45% to 42.18%. Employee cost decreased from 12.24% to 10.54%. Other expenses rose from 16.25% to 17.94%.
Other income rose 237.78% to Rs 6.08 crore. PBIDT rose 52.95% to Rs 80.76 crore. Provision for interest rose 46.38% to Rs 1.01 crore. Loan funds declined from Rs 37.17 crore as of 31 March 2025 to Rs 23.25 crore as of 31 March 2026. Inventories rose to Rs 85.89 crore as of 31 March 2026 from Rs 69.47 crore as of 31 March 2025. Sundry debtors were higher at Rs 223.53 crore as of 31 March 2026 compared to Rs 175.08 crore as of 31 March 2025. Cash and bank balance rose to Rs 27.49 crore as of 31 March 2026 from Rs 20.86 crore as of 31 March 2025. Investments rose to Rs 228.60 crore as of 31 March 2026 from Rs 90.06 crore as of 31 March 2025 .
PBDT rose 53.04% to Rs 79.75 crore. Provision for depreciation rose 20.76% to Rs 13.9 crore. Fixed assets increased to Rs 289.42 crore as of 31 March 2026 from Rs 266.03 crore as of 31 March 2025. Intangible assets stood at Rs 174.43 crore.
Profit before tax grew 62.19% to Rs 65.85 crore. Share of profit/loss were nil in both the periods. Provision for tax was expense of Rs 16.98 crore, compared to Rs 6.87 crore. Effective tax rate was 25.79% compared to 16.92%.
Minority interest increased 18.75% to Rs 0.38 crore. Net profit attributable to owners of the company increased 45.14% to Rs 48.49 crore.Equity capital increased from Rs 31.33 crore as of 31 March 2025 to Rs 32.00 crore as of 31 March 2026. Per share face Value remained same at Rs 10.00.
Promoters? stake was 21.15% as of 31 March 2026 ,compared to 21.60% as of 31 March 2025 . Promoters pledged stake was 4.29% as of 31 March 2026 ,compared to 4.29% as of 31 March 2025 .
Full year results analysis.
Net sales (including other operating income) of S J S Enterprises has increased 25.59% to Rs 955.07 crore. Operating profit margin has jumped from 25.69% to 28.31%, leading to 38.37% rise in operating profit to Rs 270.34 crore. Raw material cost as a % of total sales (net of stock adjustments) decreased from 46.89% to 43.32%. Employee cost decreased from 11.24% to 10.94%. Other expenses rose from 16.22% to 17.49%.
Other income rose 125.45% to Rs 17.63 crore. PBIDT rose 41.72% to Rs 287.97 crore. Provision for interest fell 31.03% to Rs 3.89 crore. Loan funds declined from Rs 37.17 crore as of 31 March 2025 to Rs 23.25 crore as of 31 March 2026. Inventories rose to Rs 85.89 crore as of 31 March 2026 from Rs 69.47 crore as of 31 March 2025. Sundry debtors were higher at Rs 223.53 crore as of 31 March 2026 compared to Rs 175.08 crore as of 31 March 2025. Cash and bank balance rose to Rs 27.49 crore as of 31 March 2026 from Rs 20.86 crore as of 31 March 2025. Investments rose to Rs 228.60 crore as of 31 March 2026 from Rs 90.06 crore as of 31 March 2025 .
PBDT rose 43.79% to Rs 284.08 crore. Provision for depreciation rose 20.76% to Rs 53.98 crore. Fixed assets increased to Rs 289.42 crore as of 31 March 2026 from Rs 266.03 crore as of 31 March 2025. Intangible assets stood at Rs 174.43 crore.
Profit before tax grew 50.53% to Rs 230.10 crore. Share of profit/loss were nil in both the periods. Provision for tax was expense of Rs 58.3 crore, compared to Rs 34.03 crore. Effective tax rate was 25.34% compared to 22.26%.
Minority interest increased 7.84% to Rs 1.10 crore. Net profit attributable to owners of the company increased 44.89% to Rs 170.70 crore.
Equity capital increased from Rs 31.33 crore as of 31 March 2025 to Rs 32.00 crore as of 31 March 2026. Per share face Value remained same at Rs 10.00.
Promoters? stake was 21.15% as of 31 March 2026 ,compared to 21.60% as of 31 March 2025 . Promoters pledged stake was 4.29% as of 31 March 2026 ,compared to 4.29% as of 31 March 2025 .
Cash flow from operating activities increased to Rs 223.88 crore for year ended March 2026 from Rs 163.01 crore for year ended March 2025. Cash flow used in acquiring fixed assets during the year ended March 2026 stood at Rs 83.31 crore, compared to Rs 38.66 crore during the year ended March 2025.
Other Highlights
The board Recommended a final dividend of Rs 3.50 per equity share of Rs 10 each for the financial year ended March 31, 2026. The record date for the purpose is Friday, June 26, 2026. On 17 March 2026, the board approved and allotted 20,500 Equity Shares of face value Rs 10 each towards the exercise of vested Employee Stock Options under SJS Enterprises ? Employee Stock Option Plan 2021. Consequent to this allotment, the paid-up equity share capital of the Company stands increased from Rs 31.976 crore to Rs 31.997 crore. In Q4 FY26, the company witnessed revenue growth of 29.7% YoY driven by robust growth of 41.1% YoY in the two-wheeler (2W) segment and 40.9% YoY in the passenger vehicle (PV) segment. In Q4 FY26, the company reported 41% YoY growth in automotive business compared to 18.9% YoY growth in automotive industry (2W+PV) production volumes. In FY26, the company reported 60.5% YoY growth in exports to Rs 91.14 crore. Exports constituted 9.5% of total consolidated sales. In Q4 FY26, two-wheelers contributed 38.3% to its revenue, passenger vehicles 41.7%, and consumer and other segment 20%. The Company generated strong free cash flow of Rs 142.66 crore during the year.Management Comments :
Mr. K. A. Joseph, Managing Director & Co-Founder, SJS Enterprises, said, ?We are pleased to close FY26 on a strong note, extending our track record of consistent performance and marking the 26th consecutive quarter of SJS outperforming the underlying automotive industry. Our focus on premium product categories, a well-diversified portfolio, and expanding OEM relationships has enabled us to deliver sustained growth across segments. In Q4 FY26, SJS achieved its highest-ever quarterly revenue of Rs 2,601.2 mn, driven by continued momentum in the 2W and PV segments, along with strong export traction. The Company also reported its highest-ever quarterly PAT, supported by an improved product mix, increased export contribution, and a continued focus on operational efficiency. Aligned with our long-term growth strategy, we are making steady progress on our capacity expansion initiatives. These investments are aimed at strengthening our capabilities in premium product categories and enhancing our ability to scale efficiently. By leveraging strong OEM relationships and expanding our presence across automotive and consumer segments, we continue to increase kit value, sustain growth momentum, and reinforce our consistent outperformance. During the year, we were recognized among Top 30 Mid-Size India?s Best Workplaces in Manufacturing (2026) by Great Place to Work, reflecting our commitment to building a high-performance and inclusive organization. Looking ahead, we remain focused on innovation, expanding our product portfolio, and deepening engagement with global OEMs. With a strong pipeline of next-generation products and increasing export presence, we are well-positioned to sustain our growth momentum and continue creating long-term value for all stakeholders.? Mr. Sanjay Thapar, Executive Director & CEO, SJS Enterprises, said, ?Q4 FY26 marks another strong quarter for SJS, reflecting continued momentum in execution and strategic priorities. We achieved our highest-ever quarterly revenue of Rs 2,601.2 mn, representing a growth of 29.7% YoY, supported by strong traction across key segments. Our focus on premiumization, expanding customer relationships, and operational discipline continues to drive growth and margin expansion. Exports remained a key highlight during both the quarter and the year, with SJS achieving its highest-ever export revenue of Rs 911.4 mn in FY26. We aim to increase export contribution to 14?15% by FY28, driven by expansion into new markets and strengthening our on-ground presence in Turkey, Brazil, Argentina, Columbia, South Korea and recently added Germany. Strong cash flow generation, with FCFF at Rs 1,426.6 mn, has further strengthened our net cash position, providing flexibility to fund capacity expansions, invest in new technologies, and pursue both organic and inorganic growth opportunities. New-generation products contributed 24% of consolidated revenue during FY26. As part of our strategy to expand into advanced technology offerings, we entered into a Technology License-cum-Supply Agreement with BOE Varitronix for optical bonding and assembly of automotive display systems in India. This partnership marks an important step in enhancing our capabilities in advanced display solutions and meeting the evolving requirements of global automotive OEMs. Our strong financial position continues to support investments in growth, strategic opportunities, and enhanced shareholder returns. Reflecting this performance, the Company has declared a final dividend of 35% of face value. Based on our strong performance, execution visibility and current order book being over 85% of FY27 forecasted revenue, we expect to outperform underlying industry growth by 1.5x to 2x in FY27. Looking ahead, we remain focused on driving growth through premiumization, innovation, and global expansion. With a strong order pipeline, expanding product portfolio, and continued investments in capabilities, we are well-positioned to sustain our growth momentum and deliver long-term value to all stakeholders.?
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