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S.J.S. Enterprises Limited — Earnings Release 2026
May 5, 2026
60895_rns_2026-05-05_9147add3-a892-4775-a5bc-de090198eb46.pdf
Earnings Release
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S.J.S. Enterprises Limited
Sy. No 28/P16 of Agra Village and Sy No 85/P6
of B.M. Kaval Village, Kengeri Hobli,
Bangalore-560082.
P: +91 80 61940777 F: +91 80 28425110
Email: [email protected], [email protected]
ISO 14001 ISO 45001
ISO 9001 IATF 16949
Certified
CIN: L51909KA2005PLC036601
www.sjsindia.com
SJS
Creating Possibilities
May 05, 2026
To,
| National Stock Exchange of India Limited Exchange Plaza, 5^{th} Floor, Plot No. C/1, G Block, Bandra – Kurla Complex, Bandra (E), Mumbai -400 051 Symbol: SJS | BSE Limited Corporate Relationship Department, 2^{nd} Floor, New Trading Wing, Rotunda Building, P.J. Towers, Dalal Street, Mumbai – 400 001 Scrip Code: 543387 |
|---|---|
ISIN: INE284S01014
Dear Sir/Madam,
Subject: Press release pertaining to financial results for the quarter and year ended March 31, 2026.
We hereby submit the press release of the financial results of the Company for the quarter and year ended March 31, 2026.
Request you to kindly take the above on record.
Thank you,
Yours faithfully,
For S.J.S. Enterprises Limited
THABRAZ
Digitally signed by
THABRAZ HUSHAIN W
Date: 2026.05.05
17:13:13 +05'30'
HUSHAIN W
Thabraz Hushain W.
Company Secretary and Compliance Officer
Membership No.: A51119
Encl: As mentioned above.
Q4 & FY2026 Earnings Press Release
SJS delivers highest ever quarterly revenue at Rs. 2,601.2 Mn & EBITDA at Rs 807.6 Mn
Delivers 29.7% YoY revenue growth and 30.3% EBITDA Margin in Q4FY26
Company declared a final dividend payout of 35% of face value
Bengaluru, May 5, 2026: The Board of Directors at SJS Enterprises Limited (“SJS” or the “Company”) (BSE: 543387; NSE: SJS), one of India’s leading companies in the decorative aesthetics industry, today approved the financial results for the quarter March 31, 2026. The Company delivered a strong performance, significantly outperforming industry growth.
Q4 and FY2026 Financial Performance Summary (Consolidated)
| (INR in Mn) | Q4FY26 | Q4FY25 | YoY% | Q3FY26 | QoQ% | FY26 | FY25 | YoY% |
|---|---|---|---|---|---|---|---|---|
| Operating Revenue | 2,601.2 | 2005.1 | 29.7% | 2,435.3 | 6.8% | 9,550.7 | 7,604.9 | 25.6% |
| EBITDA | 807.6 | 528.0 | 53.0% | 756.4 | 6.8% | 2,879.6 | 2,032.1 | 41.7% |
| EBITDA Margin % | 30.3% | 26.1% | 30.5% | 29.6% | 26.4% | |||
| PAT | 488.7 | 337.4 | 44.9% | 450.4 | 8.5% | 1,718.0 | 1,188.4 | 44.6% |
| PAT Margin % | 18.8% | 16.8% | 18.5% | 18.0% | 15.6% | |||
| EPS | 15.16 | 10.67 | 14.05 | 54.02 | 37.82 |
Q4 FY2026 Key Performance Highlights (Consolidated):
- Revenue grew by 29.7% YoY to ₹2,601.2 mn, driven by robust growth of 41.1% YoY in the two-wheeler (2W) segment and 40.9% YoY in the passenger vehicle (PV) segment.
- Marked the 26th consecutive quarter of outperformance, with automotive business growth of 41.0% YoY compared to 18.9% YoY growth in automotive industry (2W + PV) production volumes.
- EBITDA increased by 53.0% YoY to ₹807.6 mn, with EBITDA margins at 30.3%.
- PAT rose by 44.9% YoY to ₹488.7 mn, with a PAT margin of 18.8%.
- Generated strong cash flows during the quarter, resulting in a net cash position of ₹2,437.1 mn.
- ICRA upgraded the Company's long-term rating to AA- (Positive) from AA- (Stable).
- Secured new orders from leading customers including Mahindra, Suzuki, Atomberg, Bajaj Auto, Yamaha, Whirlpool, John Deere, and Skoda, among others.
- Continued progress on strategic capacity expansions at the Company's facilities in Pune and Hosur.
- Recognized by Great Place to Work among the Top 30 Mid-Size India's Best Workplaces in Manufacturing (2026).
FY2026 Key Performance Highlights (Consolidated):
- Revenue increased by 25.6% YoY to ₹9,550.7 mn, compared to 11.4% YoY growth in the automotive market (2W + PV), driven by strong performance in both domestic and export markets.
- EBITDA grew by 41.7% YoY to ₹2,879.6 mn, with EBITDA margins improving to 29.6%, supported by a better product mix, higher export contribution, and operational efficiencies.
- PAT rose by 44.6% YoY to ₹1,718.0 mn, with margins at 18.0%.
- Exports grew by 60.5% YoY to ₹911.4 mn, contributing 9.5% to total consolidated revenue.
S.J.S. Enterprises Limited
(Formerly known as S.J.S. Enterprises Private Limited)
Sy.Nos - 28 & 85 B M Kaval & Agara, Off Kanakapura Road, Bangalore - 560082, Karnataka, India.
Email: [email protected], [email protected]; M: +91 80 6194 0777; Fax: +91 80 28425110
Q4 & FY2026 Earnings Press Release
- SJS has a well-diversified portfolio with 2W segment contributing 38.3% of consolidated revenue, PV contributing 41.7% and 20.0% from consumer & others.
- Consolidated ROCE stood at 35.5% and ROE at 19.5%.
- The Company generated strong free cash flow of ₹1,426.6 mn during the year. Cash and cash equivalents stood at ₹2,513.9 mn, with a net cash position of ₹2,437.1 mn, reflecting robust cash flow generation.
Commenting on Company's performance, Mr. K. A. Joseph, Managing Director, SJS Enterprises Limited, 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 ₹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."
Commenting on Company's performance, Mr. Sanjay Thapar, Executive Director & Group CEO, SJS Enterprises Limited, 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 ₹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 ₹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.
S.J.S. Enterprises Limited
(Formerly known as S.J.S. Enterprises Private Limited)
Sy.Nos – 28 & 85 B M Kaval & Agara, Off Kanakapura Road, Bangalore - 560082, Karnataka, India.
Email: [email protected], [email protected]; M: +91 80 6194 0777; Fax: +91 80 28425110
Q4 & FY2026 Earnings Press Release
Strong cash flow generation, with FCFF at ₹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."
Q4 & FY2026 Earnings Conference Call
| Conference Call Details: 6th May, 2026
Time: 12:00 AM IST | 2:30 PM HK/SINGAPORE | 07:30 AM UK TIME | 02:30 AM USA EDT |
| --- | --- | --- | --- |
| Diamond Pass | Events Link |
| Universal Access Number | +91 22 6280 1259 | +91 22 7115 8160 |
| The number listed above is universally accessible from all networks and all countries. |
| Toll Free Number | HK: 800 964 448 | SG: 800 101 2045
UK: 0 808 101 1573 | USA: 1 866 746 2133 |
S.J.S. Enterprises Limited
(Formerly known as S.J.S. Enterprises Private Limited)
Sy.Nos – 28 & 85 B M Kaval & Agara, Off Kanakapura Road, Bangalore - 560082, Karnataka, India.
Email: [email protected], [email protected]; M: +91 80 6194 0777; Fax: +91 80 28425110
Q4 & FY2026 Earnings Press Release
About SJS Enterprises
Founded in 1987, SJS Enterprises Limited is a leading provider of aesthetic products and solutions primarily serving the automotive and consumer appliance industries. The company offers a comprehensive portfolio including decals, 3D lux badges, overlays, aluminium badges, chrome-plated parts, and optical plastics. With a strong focus on in-house manufacturing capabilities, its facilities are located in Bangalore and Pune, encompassing advanced technologies across design, tooling, printing, moulding and electroplating processes. The company benefits from long-standing relationships with global and Indian OEMs, backed by a robust portfolio of over 17.500+ SKUs, supplying to more than 220+ customers in over 22 countries. Its strategic positioning leverages a one-stop shop value proposition, high entry barriers through precision manufacturing, and a track record of consistent delivery standards. Supported by its design-led innovation and a diverse product portfolio, SJS is well placed to capitalize on increasing premiumization trends and customization demand in its end-use markets while maintaining high standards of quality and reliability. For more information visit http://www.sjsindia.com/
DISCLAIMER:
Certain statements that are made in the Press Release may be forward-looking statements. Such forward-looking statements are subject to certain risks and uncertainties like significant changes in economic environment in India and overseas, tax laws, inflation, litigation, etc. Actual results might differ substantially from those expressed or implied. SJS Enterprises Ltd. will not be in any way responsible for any action taken based on such statements and discussions; and undertakes no obligation to publicly update these forward-looking statements to reflect subsequent events or circumstances.
For further information please contact:
SJS
Devanshi Dhruva, Head – Investor Relations
Mob: +91 98209 62846
E-mail: [email protected]
Churchgate
Investor Relations
Simran Malhotra / Ansh Gandhi
Tel: +91 99454 72589
E-mail: [email protected]
S.J.S. Enterprises Limited
(Formerly known as S.J.S. Enterprises Private Limited)
Sy.Nos – 28 & 85 B M Kaval & Agara, Off Kanakapura Road, Bangalore - 560082, Karnataka, India.
Email: [email protected], [email protected]; M: +91 80 6194 0777; Fax: +91 80 28425110