S.J.S. Enterprises Limited announced that its management will participate in a non-deal investor roadshow organized by Emkay Global. The event is scheduled for August 27 and 28, 2026, in Singapore.

The interactions will begin at 9:00 am SGT on August 27, 2026. The company intends to hold one-on-one and group meetings with various institutional investors during the two-day schedule.

Investor Engagement Schedule

The roadshow aims to facilitate discussions with key financial institutions. No unpublished price-sensitive information (UPSI) will be discussed during these interactions. The schedule remains subject to change based on investor or company exigencies.

Regulatory Compliance

The disclosure was made pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Thabraz Hushain W., the Company Secretary and Compliance Officer, issued the intimation on August 21, 2026.

SJS Enterprises Limited delivered its highest-ever quarterly revenue and profitability in Q1FY27, reporting consolidated sales of ₹2,610 mn and a profit after tax (PAT) of ₹744.2 mn on August 7, 2026. The company’s earnings call transcript, submitted to stock exchanges on August 11, 2026, revealed that net profit surged 115% year-on-year, while revenue grew by 24.5%. This performance marks the 27th consecutive quarter where SJS has outperformed the underlying automotive industry, driven primarily by a robust 45.4% growth in the passenger vehicle segment and expanding export contributions.

The financial results were approved by the Board of Directors during a meeting held on August 6, 2026. Management highlighted that the PAT figure includes a one-time gain of ₹241.7 mn from the sale of an unused Bangalore facility. Excluding this exceptional item, adjusted PAT increased by 45.2% to ₹502.5 mn, reflecting strong operational efficiency. The company also announced strategic developments, including the commencement of commercial operations at its new SJS Decoplast manufacturing facility in Pune and the establishment of a wholly-owned subsidiary for its cover glass and display business.

Financial Performance Highlights

Exports played a pivotal role in the quarter’s success, growing 83.2% year-on-year to ₹255.8 mn and contributing 9.8% of consolidated revenue. Group CFO Mahendra Naredi noted that cash flow from operations stood at ₹809 mn, resulting in a free cash flow of ₹838 mn. As of June 30, 2026, the company maintained a net cash position of ₹3,287.7 mn, with cash and cash equivalents totaling ₹3,380.8 mn.

What the Numbers Show

The divergence between reported PAT growth (115%) and adjusted PAT growth (45.2%) underscores the impact of non-recurring items on headline profitability. However, the expansion of EBITDA margins by 239 basis points to 30% indicates genuine operational leverage. With passenger vehicles contributing 44.6% of revenue and two-wheelers 36.6%, the diversified mix mitigates sector-specific risks. The significant rise in export share suggests successful penetration into global supply chains, reducing dependency on domestic cyclical trends.

Strategic Developments and Outlook

SJS Enterprises secured new orders from major OEMs including Mahindra & Mahindra, Tata Motors, TVS, and Royal Enfield during the quarter. The new SJS Decoplast facility in Pune adds capacity expected to generate ₹200–250 crore in additional revenue over three years. Management aims to double SJS Decoplast sales within three to four years.

Looking ahead, the company targets increasing export contribution to 14–15% of consolidated revenue by FY28. A key focus area is the new cover glass and display business, with equipment currently on order and supplies expected to commence in Q2FY28. The Board approved setting up a wholly-owned subsidiary for this venture to facilitate potential future joint ventures. Additionally, the company’s registered office is shifting from Bangalore to Pune, reflecting broader operational restructuring.

Group CEO Sanjay Thapar emphasized that SJS expects to outperform the underlying automotive industry by 1.5x to 2x in FY27, supported by healthy order pipelines and continued investment in innovation. The company also received DSIR recognition for its R&D center and achieved a CareEdge ESG rating of 75.6.