Auto Parts & Equipment company SJS Enterprises announced Q4FY26 & FY26 results Q4FY26 Financial Highlights: Revenue grew by 29.7% YoY to Rs 2,601.2 million, driven by robust growth of 41.1% YoY in the two-wheeler (2W) segment and 40.9% YoY in the passenger vehicle (PV) segment. Marked the 26th consecutive quarter of outperformance, with automotive business growth of 41.0% YoY compared to 18.9% YoY growth in the automotive industry (2W + PV) production volumes. EBITDA increased by 53.0% YoY to Rs 807.6 million, with EBITDA margins at 30.3%. PAT rose by 44.9% YoY to Rs 488.7 million, with a PAT margin of 18.8%. Generated strong cash flows during the quarter, resulting in a net cash position of Rs 2,437.1 million. ICRA upgraded the Company’s long-term rating to AA- (Positive) from AA- (Stable). Secured new orders from leading customers, including Mahindra, Suzuki, Atomberg, Bajaj Auto, Yamaha, Whirlpool, John Deere, and Skoda, among others. Continued progress on strategic capacity expansions at the Company’s facilities in Pune and Hosur. Recognized by Great Place to Work among the Top 30 Mid-Size India’s Best Workplaces in Manufacturing (2026). FY26 Financial Highlights: Revenue increased by 25.6% YoY to Rs 9,550.7 million, compared to 11.4% YoY growth in the automotive market (2W + PV), driven by strong performance in both domestic and export markets. EBITDA grew by 41.7% YoY to Rs 2,879.6 million, with EBITDA margins improving to 29.6%, supported by a better product mix, higher export contribution, and operational efficiencies. PAT rose by 44.6% YoY to Rs 1,718.0 million, with margins at 18.0%. Exports grew by 60.5% YoY to Rs 911.4 million, contributing 9.5% to total consolidated revenue. SJS has a well-diversified portfolio with the 2W segment contributing 38.3% of consolidated revenue, PV contributing 41.7%, and 20.0% from consumer & others. Consolidated ROCE stood at 35.5% and ROE at 19.5%. The Company generated a strong free cash flow of Rs 1,426.6 million during the year. Cash and cash equivalents stood at Rs 2,513.9 million, with a net cash position of Rs 2,437.1 million, reflecting robust cash flow generation. K. A. Joseph, Managing Director, SJS Enterprises, said: “We are pleased to close FY26 on a strong note, extending our track record of consistent performance and marking the 26th consecutive quarter of SJS outperforming the underlying automotive industry. Our focus on premium product categories, a well-diversified portfolio, and expanding OEM relationships has enabled us to deliver sustained growth across segments. In Q4FY26, SJS achieved its highest-ever quarterly revenue of Rs 2,601.2 million, driven by continued momentum in the 2W and PV segments, along with strong export traction. The Company also reported its highest-ever quarterly PAT, supported by an improved product mix, increased export contribution, and a continued focus on operational efficiency. Aligned with our long-term growth strategy, we are making steady progress on our capacity expansion initiatives. These investments are aimed at strengthening our capabilities in premium product categories and enhancing our ability to scale efficiently. By leveraging strong OEM relationships and expanding our presence across automotive and consumer segments, we continue to increase kit value, sustain growth momentum, and reinforce our consistent outperformance. During the year, we were recognized among Top 30 Mid-Size India’s Best Workplaces in Manufacturing (2026) by Great Place to Work, reflecting our commitment to building a high-performance and inclusive organization. Looking ahead, we remain focused on innovation, expanding our product portfolio, and deepening engagement with global OEMs. With a strong pipeline of next-generation products and increasing export presence, we are well-positioned to sustain our growth momentum and continue creating long-term value for all stakeholders.” Sanjay Thapar, Executive Director & Group CEO, SJS Enterprises, said: “Q4FY26 marks another strong quarter for SJS, reflecting continued momentum in execution and strategic priorities. We achieved our highest-ever quarterly revenue of Rs 2,601.2 million, representing a growth of 29.7% YoY, supported by strong traction across key segments. Our focus on premiumization, expanding customer relationships, and operational discipline continues to drive growth and margin expansion. Exports remained a key highlight during both the quarter and the year, with SJS achieving its highest-ever export revenue of Rs 911.4 million in FY26. We aim to increase export contribution to 14–15% by FY28, driven by expansion into new markets and strengthening our on-ground presence in Turkey, Brazil, Argentina, Columbia, South Korea and recently added Germany. Strong cash flow generation, with FCFF at Rs 1,426.6 million, has further strengthened our net cash position, providing flexibility to fund capacity expansions, invest in new technologies, and pursue both organic and inorganic growth opportunities. New-generation products contributed ~24% of consolidated revenue during FY26. As part of our strategy to expand into advanced technology offerings, we entered into a Technology License-cum-Supply Agreement with BOE Varitronix for optical bonding and assembly of automotive display systems in India. This partnership marks an important step in enhancing our capabilities in advanced display solutions and meeting the evolving requirements of global automotive OEMs. Our strong financial position continues to support investments in growth, strategic opportunities, and enhanced shareholder returns. Reflecting this performance, the Company has declared a final dividend of 35% of face value. Based on our strong performance, execution visibility and current order book being over 85% of FY27 forecasted revenue, we expect to outperform underlying industry growth by 1.5x to 2x in FY27. Looking ahead, we remain focused on driving growth through premiumization, innovation, and global expansion. With a strong order pipeline, expanding product portfolio, and continued investments in capabilities, we are well-positioned to sustain our growth momentum and deliver long-term value to all stakeholders.” Result PDF