By BullScreen Editorial Team 
S.J.S. Enterprises Limited reported its strongest-ever quarterly and annual performance in its Q4 results 2026, driven by robust demand from the two-wheeler and passenger vehicle segments, rising exports, and improving margins.
The company posted record quarterly revenue of Rs. 2,601.2 million in Q4 FY26, up 29.7% year-on-year. Growth was led by a sharp 41.1% rise in the two-wheeler segment and a 40.9% increase in passenger vehicle-related business. Export revenue also jumped 74.6% YoY to Rs. 255.5 million during the quarter, highlighting growing overseas traction.
For the full fiscal year, operating revenue rose 25.6% to Rs. 9,550.7 million compared to Rs. 7,604.9 million in FY25. EBITDA climbed 41.7% to Rs. 2,879.6 million, while EBITDA margin expanded 320 basis points to 29.6%. Profit after tax increased 44.6% to Rs. 1,718 million, with PAT margin improving to 18%.
The company continued to outperform the broader automobile industry. While the combined two-wheeler and passenger vehicle industry grew 11.4% in FY26, S.J.S. Enterprises recorded 35% growth, marking its 26th consecutive quarter of industry outperformance.
The company also strengthened its balance sheet with a net cash position of Rs. 2,437.1 million and improved return ratios. ROCE rose to 35.5%, while ROE increased to 19.5% during FY26. ICRA upgraded its long-term credit rating to AA- (Positive).
During the year, the company expanded manufacturing capabilities and signed a technology partnership with BOE Varitronix to assemble automotive displays in India. It also secured new business from major OEMs including Tata Motors, Hyundai, Mahindra, and Samsung.
The board declared a final dividend payout of 35% of face value following the strong Q4 results 2026 performance.
| Metric | FY26 | FY25 | YoY Growth |
|---|---|---|---|
| Operating Revenue | Rs. 9,550.7 Mn | Rs. 7,604.9 Mn | +25.6% |
| EBITDA | Rs. 2,879.6 Mn | Rs. 2,032.1 Mn | +41.7% |
| EBITDA Margin | 29.6% | 26.4% | +320 bps |
| Profit After Tax (PAT) | Rs. 1,718 Mn | Rs. 1,188.4 Mn | +44.6% |
| PAT Margin | 18.0% | 15.6% | +240 bps |
| EPS | Rs. 54.02 | Rs. 37.82 | +42.8% |
| Metric | Performance |
|---|---|
| Highest Quarterly Revenue | Rs. 2,601.2 Mn |
| Q4 Revenue Growth | +29.7% YoY |
| 2W Segment Growth | +41.1% YoY |
| Passenger Vehicle Growth | +40.9% YoY |
| Export Revenue Growth | +74.6% YoY |
| Final Dividend | 35% payout of face value |
| Industry Growth vs SJS Growth | 11.4% vs 35.0% |
| Consecutive Industry Outperformance | 26 Quarters |
| Metric | FY26 Update |
|---|---|
| Net Cash Position | Rs. 2,437.1 Mn |
| ROCE | 35.5% |
| ROE | 19.5% |
| Export Contribution | 9.5% of Revenue |
| New Generation Products Contribution | 24% of Revenue |
| Credit Rating Upgrade | ICRA AA- (Positive) |
| New Facility | Hosur plant under construction |
| Key OEM Customers | Tata Motors, Hyundai, Mahindra, Samsung |
| Technology Partnership | BOE Varitronix automotive displays |
Source: https://www.bseindia.com/xml-data/corpfiling/AttachHis/3ae96367-c266-459a-833e-885274172388.pdf