SJS Enterprises Limited will participate in the 'Emkay Confluence 2026 - India: Full Throttle Ahead' event in Mumbai on August 12, 2026. The company’s management team is scheduled to engage with investors and analysts starting at 10:00 AM IST. These interactions aim to provide updates on the company’s performance and outlook without disclosing any unpublished price-sensitive information (UPSI).

The engagement is structured as a series of one-on-one and group meetings. SJS Enterprises Limited has invited a diverse range of financial institutions, including mutual fund houses, insurance companies, asset managers, and family offices. This broad participation reflects the company's effort to communicate with both domestic and international stakeholders.

Meeting Schedule and Participants

The interactions are scheduled for August 12, 2026, beginning at 10:00 AM. The following entities have been confirmed for attendance:

Regulatory Compliance

The company issued this intimation pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Thabraz Hushain W., Company Secretary and Compliance Officer of SJS Enterprises Limited, signed the disclosure on August 7, 2026. The notice was submitted to both the National Stock Exchange of India Limited and BSE Limited.

The company noted that the schedule may undergo changes due to exigencies on the part of investors or the company. No specific agenda items or financial metrics were disclosed in the filing, indicating that the discussions will likely focus on general corporate strategy and market conditions.

SJS Enterprises delivered its highest-ever quarterly revenue of ₹2,610.0 million in Q1FY27, a 24.5% year-on-year increase, while reporting a record profit after tax (PAT) of ₹744.2 million. The robust performance was driven by a 45.4% surge in the passenger vehicle segment and an 83.2% jump in exports, which now contribute 9.8% of total revenue. Excluding a one-time exceptional gain of ₹241.7 million from the sale of its old Bengaluru facility, normalised PAT grew 45.2% year-on-year to ₹502.5 million, achieving a margin of 19.3% — the highest quarterly margin since the company’s initial public offering.

The Board of Directors approved the unaudited financial results on August 06, 2026, in compliance with Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Managing Director K. A. Joseph attributed the results to the strength of the premium product portfolio and increasing content per vehicle. Executive Director & Group CEO Sanjay Thapar highlighted that the company generated free cash flow of ₹837.5 million during the quarter, resulting in a net cash position of ₹3,287.7 million as of June 30, 2026. The debt-free balance sheet provides significant flexibility for future growth initiatives.

Key Financial Highlights

The following table summarizes the consolidated financial performance for Q1FY27 compared to Q1FY26:

*Normalised PAT for Q1FY26 is derived by excluding non-recurring items if any, though the source explicitly states the current quarter's exceptional gain. The 45.2% growth figure is provided directly by management for normalised PAT.

Strategic Developments & Market Expansion

SJS Enterprises secured its 27th consecutive quarter of outperforming the broader automotive industry, with automotive business revenue growing 32.4% against an industry production growth of 21.7% for two-wheeler and passenger vehicle segments. The company announced several strategic developments, including the Board’s approval to acquire a 9.9% stake in Walter Pack Automotive Products India Private Limited (WPI), making it a wholly owned subsidiary. This move aims to enhance operational alignment and cross-selling capabilities.

New business wins were secured from leading OEMs including Mahindra & Mahindra, Tata Motors, TVS Motors, Autoliv, Royal Enfield, Škoda, John Deere, Hero MotoCorp, and Maruti Suzuki. SDPL secured new programmes with Tata Motors, while WPI won new business with M&M. Additionally, SJS Decoplast Limited (SDPL) commenced commercial operations at its new manufacturing facility in Pune in August 2026, expanding production capacity. The company’s in-house R&D Centre received recognition from the Department of Scientific and Industrial Research (DSIR), and it achieved a CareEdge ESG Rating of 75.6.

What the Numbers Show

The expansion in EBITDA margin to 30.0% from 27.6% year-on-year indicates strong operating leverage despite rising input costs. The divergence between revenue growth (24.5%) and EBITDA growth (36.2%) suggests effective cost management and a favorable shift towards high-margin aesthetic components. The significant contribution from exports (up 83.2% YoY) reduces dependency on the domestic market, diversifying revenue streams. Furthermore, the substantial free cash flow generation of ₹837.5 million underscores the quality of earnings, allowing the company to fund organic expansions like the Pune facility and inorganic opportunities such as the WPI acquisition without diluting equity.