SJS Enterprises (SJS) Q4 25/26 earnings summary

Executive summary

• Achieved record quarterly and annual revenue, with Q4FY26 revenue up 29.7% YoY and FY26 revenue up 25.6% YoY to Rs 9,551 Mn.

• Outperformed industry growth for the 26th consecutive quarter, with automotive business growing 41.0% YoY in Q4FY26.

• PAT for Q4FY26 increased 44.9% YoY to Rs 488.7 Mn; FY26 PAT was Rs 1,731.49 Mn, up 44.6% YoY.

• Board recommended a final dividend of Rs. 3.50 per equity share for FY26, subject to shareholder approval.

• Several key director appointments and ESOP grants were approved, with 26,500 options granted at a 25% discount.

Financial highlights

• FY26 consolidated revenue: Rs. 9,550.68 million, up from Rs. 7,604.86 million in FY25.

• FY26 PAT: Rs. 1,731.49 million, up from Rs. 1,178.83 million in FY25; basic EPS: Rs. 54.02.

• FY26 EBITDA: Rs 2,879.6 Mn (+41.7% YoY), margin 29.6%.

• Free cash flow to firm as of March 31, 2026: Rs 1,426.6 Mn; cash and equivalents at year-end: Rs. 250.41 million.

• Total equity increased to Rs. 8,810.45 million as of March 31, 2026.

Outlook and guidance

• Expects to outperform industry growth by 1.5–2x in FY27, driven by premiumization, mega OEM accounts, and exports.

• Over 85% of FY27 forecasted revenue already in the order book.

• No material impact is expected from ongoing tax proceedings or regulatory changes.

• Plans to maintain robust EBITDA margins and strong cash flow generation.