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29-Jan-2026

SJS Enterprises

Strong performance continues, supported by premiumization, capacity expansion, and export growth


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SJS Enterprises hosted a conference call on Jan 29, 2025. The company was represented by Mr. K. A. Joseph, Managing Director & Promoter; Mr. Sanjay Thapar, Group CEO & Executive Director; and Mr. Mahendra Naredi, Group Chief Financial Officer.

Key takeaways of the call

In Q3 FY26, the company witnessed revenue growth of 36.4% YoY driven by 48.7% YoY growth in the two-wheeler (2W) segment and 43.5% YoY growth in the Passenger Vehicle segment, significantly outpacing industry growth.

The company witnessed robust profitability. EBITDA margin expanded in Q3 FY26 on back of better product mix, increasing exports contribution and operational efficiency improvement.

Management expects this EBITDA margin to sustain between 28-29% going forward.

In Q3 FY26, the company reported 46% YoY growth in automotive business compared to 15.7% YoY growth in autom...



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