SJS Enterprises Limited, a leading player in the decorative aesthetics industry, has reported robust financial results for the second quarter, outperforming the automotive industry growth for the 24th consecutive quarter. The company has also announced plans to increase its export contribution to 14-15% of total revenue by FY28.

Financial Highlights

Revenue Growth

SJS reported consolidated revenue of ₹2,417.60 crore, marking a 25.4% year-on-year growth. This performance was driven by:

• 44.3% YoY growth in the two-wheeler (2W) segment
• 16.5% YoY growth in the Passenger Vehicle (PV) segment
• 16% YoY growth in the Consumer segment

The company's automotive business grew by 29.5% YoY, significantly outpacing the 9.5% YoY growth in automotive industry (2W+PV) production volumes.

Profitability

SJS demonstrated strong profitability metrics:

• EBITDA grew by 40.9% YoY to ₹728.40 crore, with EBITDA margins expanding to 29.6%
• PAT increased by 48.4% YoY to ₹432.70 crore, with a PAT margin of 17.9%

The enhanced profitability is attributed to a better product mix, operational excellence, and disciplined execution.

Export Performance and Strategic Initiatives

Exports increased by 40.9% YoY to ₹231.90 crore, constituting 9.6% of total consolidated sales. This growth was driven by new projects from key global OEMs and expanding presence across regions such as North America.

SJS has signed an MoU with BOE Varitronix (Hong Kong) to collaborate on manufacturing 4-wheeler automotive displays in India, marking a strategic step into new premium product categories.

The company plans to increase its export contribution to 14-15% of total revenue by FY28 through acquiring new customers and business diversification strategies.

Financial Position

SJS reported a net cash position of ₹1,588.80 crore, providing adequate financial flexibility to support both organic and inorganic growth initiatives.

Management Commentary

K. A. Joseph, Managing Director of SJS Enterprises, commented: "Our enhanced profitability reflects better product mix, operational excellence, and disciplined execution. This performance demonstrates the success of our business diversification strategy and strong OEM partnerships."

Sanjay Thapar, Executive Director & Group CEO, added: "Our strategic initiatives and strong execution have led to SJS achieving business results in Q2FY26 almost equal to our annual performance of FY21. We aim to increase exports to 14–15% of consolidated revenue by FY28 through diversification and new customer additions."

Outlook

With a debt-free balance sheet, robust cash flow generation, and strong order visibility, SJS remains well-positioned to sustain its growth trajectory, enhance market leadership, and create long-term value for stakeholders. The company's focus on premium product additions and expansion into new technologies is expected to increase kit value and strengthen its position as a one-stop decorative aesthetics solutions partner for OEMs.

SJS Enterprises continues to demonstrate its ability to outperform the industry, leveraging its strategic positioning and focus on innovation in the decorative aesthetics sector.

SJS Enterprises has announced strong financial results for the quarter and half-year ended September 30, 2025, along with the allotment of equity shares under its Employee Stock Option Plan.

Financial Results

SJS Enterprises Limited released its unaudited financial results for the quarter and half-year ended September 30, 2025. While specific figures for revenue and profit were not provided, the company's announcement suggests positive performance for the period.

ESOP Allotment

The Board of Directors has approved the allotment of 5,62,000 equity shares of face value Rs. 10 each to employees under the SJS Enterprises Employee Stock Option Plan 2021. This allotment has increased the company's paid-up equity share capital from Rs. 31.39 crore to Rs. 31.95 crore.

Details of the Allotment:

• 5,42,000 shares allotted at an exercise price of Rs. 263.86 per share
• 20,000 shares allotted at an exercise price of Rs. 324.14 per share

Company Overview

SJS Enterprises operates in the manufacturing sector, specializing in the production and sale of:

• Self-adhesive labels
• Automotive dials
• Overlays
• Badges and logos

Their products cater to various industries, including automotive, electronics, and appliances.

Corporate Governance

The financial results were reviewed by the Audit Committee and subsequently approved by the Board of Directors at their meeting held on November 3, 2025. This process ensures compliance with corporate governance standards and regulatory requirements.

Looking Ahead

The allotment of equity shares under the ESOP scheme may be seen as a move to align employee interests with the company's long-term growth objectives. As SJS Enterprises continues to demonstrate strategic initiatives, investors and market analysts will likely keep a close watch on the company's performance in the coming quarters.

For more detailed financial information and future updates, stakeholders are advised to refer to the company's official communications and regulatory filings.