SJS Enterprises Delivers Record Q1FY27 Revenue & PAT, Driven by Strong Auto Demand and Export Surge

SJS Enterprises reported its highest-ever quarterly revenue and record profit after tax (PAT) for Q1FY27, outperforming the broader automotive industry for the 27th consecutive quarter. Key Financial Highlights (Q1FY27): Revenue: Grew 24.5% YoY to a record ₹2,610.0 million. Profitability: EBITDA surged 36.2% YoY to ₹799.6 million, with margins expanding by 240 bps to an impressive 30.0%. PAT: Reported PAT jumped 115% YoY to a record ₹744.2 million, boosted by a ₹241.7 million one-time exceptional gain from the sale of an old Bengaluru facility. Excluding this, Normalised PAT grew a robust 45.2% YoY to ₹502.5 million (achieving a 19.3% margin, the highest since the company's IPO). Operational & Strategic Milestones: Segment Growth: Passenger vehicle revenue surged 45.4%, while exports jumped 83.2% (now contributing 9.8% of total revenue). Overall automotive revenue grew 32.4%, significantly outpacing the industry's 21.7% production growth. M&A Activity: The Board approved the acquisition of the remaining 9.9% stake in Walter Pack Automotive Products India (WPI), making it a 100% subsidiary to enhance cross-selling and operational alignment. Capacity Expansion: Subsidiary SJS Decoplast Limited (SDPL) commenced commercial operations at its new Pune manufacturing facility in August 2026. New Business Wins: Secured new programs from major OEMs including Mahindra, Tata Motors, TVS, Royal Enfield, Škoda, John Deere, and Maruti Suzuki. Strategic Outlook: SJS Enterprises demonstrated exceptional operating leverage, successfully expanding margins despite rising input costs by shifting toward high-margin aesthetic components and increasing its content per vehicle. Backed by a robust debt-free balance sheet, strong FCF generation, and an expanding global footprint, the company is exceptionally well-positioned to fund future organic and inorganic growth initiatives without equity dilution. $SJS