SJS Enterprises has notified the stock exchanges of its management's scheduled virtual participation in Centrum's Nakshatra III Conference 2026, pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The intimation, dated May 16, 2026, was submitted by Company Secretary and Compliance Officer Thabraz Hushain W.

Investor Meeting Details

The company's management will engage in a group meeting with a broad set of institutional investors and fund managers. The key details of the scheduled interaction are outlined below:

Participating Investor Institutions

The group meeting is scheduled to include a wide range of institutional participants. The following investors and fund houses are listed as attendees:

• AART Ventures, Aditya Birla Capital, Aditya Birla Health Insurance, Aditya Birla Sun Life Pension Fund Management
• Advik HiTech Pvt Ltd., AlfAccurate Advisors, Ambit, Anand Rathi AIF, AUM Fund Advisors LLP
• Authum, Avaada Family Office, Avvashya Capital, Awriga Capital Advisors
• Baroda BNP Paribas MF, Blue Ocean Capital, BOI MF, Boring AMC (Omkara ASAS Cap Venture)
• DRChoksey Finserv PMS, Edelweiss AMC, Fident AMC, Finavenue Growth Fund, Fyers Genesis Funds
• Genuity Capital, Growthsphere Ventures, Groww AMC, IGE Family Office, IndGrowth Capital
• Invesco MF, JM Financial AMC, Kotak Pension Fund, KSA Securities
• Mahindra Manulife Investment Management, Millingtonia, Mission Street India, Modulus Alternative
• Nepean Capital, Nippon India AIF, One-up Capital, Plutus Capital, Plutus Wealth, PPFAS
• Prescient, Prodigy Investment Management, Raay Global Investments, Patni Family Office
• SBI General Insurance, Seeberg, Singularity AMC, Sohum AMC, Spearman
• Sundaram Alternates, Sundaram MF, Systematix Asset Management, Systematix PMS & AIF
• Taurus Mutual Fund, Trinetra Asset Managers, Vara Capital, Vimson Group (FO), Vimson Investment

Disclosure and Compliance

SJS Enterprises has explicitly stated that no unpublished price sensitive information (UPSI) is intended to be discussed during the interactions. The company has also noted that the schedule may undergo changes due to exigencies on the part of investors or the company. The filing was made in compliance with Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

S.J.S. Enterprises Limited delivered its highest-ever quarterly revenue of ₹2,601.2 Mn in Q4FY26, marking the 26th consecutive quarter of outperforming the underlying automotive industry. The Board of Directors, at their meeting held on May 05, 2026, approved the audited standalone and consolidated financial results for the quarter and year ended March 31, 2026. The statutory audit was conducted by M/s S.R. Batliboi & Co. LLP, who issued an unmodified opinion on both the standalone and consolidated financial results. The company also declared a final dividend of ₹3.50 per equity share (35% of face value), subject to shareholder approval at the upcoming Annual General Meeting. The earnings call for Q4 & FY2026 results was held on May 06, 2026, and the audio recording is available on the company's website pursuant to Regulation 30 and 46 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Additionally, the company announced the newspaper publication of these audited financial results in the Financial Express (English All India Edition) and Vishwavani (Kannada Edition) on May 07, 2026, pursuant to Regulation 30 and 47 of the SEBI Regulations.

Consolidated Financial Performance

On a consolidated basis, SJS Enterprises delivered robust growth across all key metrics. The automotive business grew 41.0% YoY — more than 2x the industry growth of 18.9% YoY — driven by 41.1% YoY growth in the two-wheeler (2W) segment and 40.9% YoY growth in the passenger vehicle (PV) segment. The table below summarises the consolidated financial performance for the quarter and full year, including sequential comparisons:

For the full year, consolidated revenue from operations stood at ₹9,550.7 Mn, compared to ₹7,604.9 Mn in the previous year, representing a 5-year CAGR of 30.6% in revenue since FY21. Exports grew 60.5% YoY to a highest-ever ₹911.4 Mn in FY26, contributing 9.5% to total consolidated revenue, with Q4FY26 export revenue growing 74.6% YoY to ₹255.5 Mn. New-generation products contributed approximately 24% of consolidated revenue during FY26. The 2W segment contributed 38.3% of consolidated revenue, PV contributed 41.7%, and consumer & others accounted for 20.0%. Consolidated ROCE stood at 35.5% and ROE at 19.5%.

Standalone Financial Performance

On a standalone basis, the company also recorded strong growth. Revenue from operations for the year ended March 31, 2026 was ₹5,647.39 Mn, compared to ₹3,980.05 Mn in the prior year. Net profit after tax increased to ₹1,319.71 Mn from ₹919.93 Mn in the previous year. Basic EPS (Annualised) stood at ₹41.76. The table below presents the key standalone financial metrics:

Balance Sheet, Capital Structure and Cash Flow

The consolidated balance sheet as at March 31, 2026 reflects a strengthened financial position. Total assets stood at ₹11,121.27 Mn, while total equity increased to ₹8,810.45 Mn. The company generated strong free cash flow of ₹1,426.6 Mn during the year, with cash flow from operations at 77.7% of EBITDA. Cash and cash equivalents at the end of the year stood at ₹2,513.9 Mn, with a net cash position of ₹2,437.1 Mn. The capital structure evolution is presented below:

Note: FY24 figures are consolidated including 9 months of WPI acquisition.

Management Commentary

Commenting on the 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. 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 & Group CEO, added, "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. 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. 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 displays in India. 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."

Awards, Ratings and ESG Highlights

During the period, SJS Enterprises received an ICRA upgrade of its long-term funds rating to AA- (Positive) from AA- (Stable). The company was also ranked amongst the Top 30 Mid-Size India's Best Workplaces in Manufacturing in 2026 by Great Place to Work, marking its 6th consecutive year receiving the certification. Additional recognitions include the Platinum Award for Excellence in New Product Design and Development at ACMA's Excellence Awards – 11th Technology Summit, the Fastest Growing Engineering Companies Award by SME (Smart Manufacturing & Enterprises), and the CFO of the Year Award at the CFO Impact Awards 2026 for Group CFO Mr. Mahendra Naredi. On the ESG front, SJS Enterprises received an ESG rating of 70.4 (Good) from SES ESG Research and 74 (B+ and Very Good) from CFC Finlease. Key ESG metrics for FY2026 are highlighted below:

Dividend, Book Closure, Appointments and FY27 Outlook

The Board has recommended a final dividend of Rs. 3.50 per equity share of Rs. 10 each (35%) for the financial year ended March 31, 2026, subject to shareholder approval at the upcoming AGM. Pursuant to Regulation 42 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, the Register of Members will be closed from Saturday, June 27, 2026 to Saturday, July 04, 2026 (both days inclusive). Key dates related to the dividend and AGM are summarised below:

The Board also approved the grant of 26,500 Employee Stock Options (ESOPs) to eligible employees at an exercise price of Rs. 1,279.30 per option, representing a 25% discount on the average market price for the quarter ended March 31, 2026 on BSE Limited. The vesting period for options granted under ESOP 2021 shall be not earlier than three years and not later than a maximum vesting period of five years from the date of grant. Key director appointments were approved, including the re-appointment of Mr. Kevin K Joseph as Executive Director for five years effective July 19, 2026, and Mr. Sanjay Thapar as Executive Director for five years effective July 12, 2026. Mrs. Veni Thapar was re-appointed as Woman Independent Director for a second term of five years effective July 12, 2026, and Mr. Ramesh Jain was re-appointed as Independent Director for one year effective July 06, 2026. Mr. Randhir Singh Kalsi was appointed as an Additional Director (Non-Executive, Independent) for five years effective May 05, 2026. The Board also noted the completion of tenure of Mr. Mathias Frenzel as Independent Director with effect from July 05, 2026. New orders were secured from leading customers including Mahindra, Suzuki, Atomberg, Bajaj Auto, Yamaha, Whirlpool, John Deere, and Skoda, among others. The company also signed a Technology License Cum Supply Agreement with BOE Varitronix in FY26 for optical bonding and assembly of automotive displays in India, which is expected to further strengthen its new-generation product pipeline.