Auto Parts & Equipment company SJS Enterprises announced Q4FY25 & FY25 results Q4FY25 Financial Highlights: Revenue growth of 7.3% YoY to Rs 2,005.1 million, driven by 11.7% YoY growth in the passenger vehicle (PV) segment. 22nd consecutive quarter of outperformance, with 9.0% YoY growth in automotive business compared to 5.7% YoY growth in automotive industry (2W+PV) production volumes- The Company outperformed underlying automotive (2W+PV) industry growth by over 1.5x. EBITDA grew 6.6% YoY to Rs 528.0 million, with EBITDA margins at 26.1%. PAT increased 24.1% YoY to Rs 337.3 million, with a PAT margin of 16.8%. Bagged new orders from M&M;, Stellantis, Royal Enfield, TVS, Atomberg, Bajaj Auto, Samsung, Visteon among many others. Progressed on strategic capacity expansions, with the Optical Cover Glass facility at Hosur and expansion project at SJS Decoplast (erstwhile known as Exotech Plastics Pvt. Ltd.). ACMA awarded SJS with Certificates of Merit for Excellence in Manufacturing, Excellence in New Product Development and Excellence in ESG in March 2025. ESG performance improved, with CRISIL upgrading SJS’ ESG score. Addition of India’s largest 2-wheeler OEM – Hero MotoCorp to our list of marquee customers. Significantly increasing opportunities for growth in the 2W business. FY25 Financial Highlights: Strong revenue growth of 21.1% YoY to Rs 7,604.9 million, compared to 9.8% YoY production volume growth in the automotive market (2W+PV) – outperforming industry growth by over 2 times. EBITDA grew 27.1% YoY to Rs 2,032.0 million, with EBITDA margins at 26.4%. Margin expansion by 129 bps YoY. PAT grew 39.2% YoY to Rs 1,188.3 million. PAT margin improved by 203 bps to 15.6%. Domestic sales grew 21.4% YoY to Rs 7,037.0 million, driven by 28.4% YoY growth in PV business and 18.8% YoY growth in consumer business. Exports grew 17.6% YoY to Rs 567.9 million, contributing 7.5% to total consolidated revenue. Interest cost decreased from Rs 85.2 million in FY24 to Rs 56.4 million in FY25, due to repayment of debt. Consolidated ROE stood at 17.2% and ROCE at 25.7% for FY25. Strong free cash flow generation of Rs 1,232.9 million during FY25, with Net Cash(1) at Rs 991.7 million as on 31st March 2025. Company declared a final dividend payout of 25% of face value. K. A. Joseph, Managing Director & Co-Founder, SJS Enterprises, said: “We are pleased to conclude FY25 with another quarter of consistent performance, marking the 22nd consecutive quarter of SJS outperforming the underlying automotive industry growth. Our diversified product portfolio and focus on premium offerings have continued to strengthen our position across key customer segments. During the year, we achieved significant milestones, including surpassing Rs 2,000 million in quarterly revenue for the first time and maintaining strong profitability despite market headwinds. Our operational focus, coupled with prudent financial management, resulted in healthy cash flow generation and a strong net cash position at year-end. On the strategic front, our capacity expansion initiatives are progressing well, with the SJS Decoplast facility on track for commissioning in H1FY26 and work in progress for optical cover glass facility at Hosur. This will further enhance our manufacturing capabilities and support the growing demand for next-generation premium products. As we move into the next phase of growth, we remain committed to innovation, operational excellence, and building long-term value for all our stakeholders.” Sanjay Thapar, Executive Director & Group CEO, SJS Enterprises, said: “We are pleased to report another strong quarter of growth in Q4FY25, building on our consistent track record of outperforming the automotive industry. We are glad to announce the addition of Hero MotoCorp as a customer. We have secured significant orders from Hero in April 25, with this SJS is now a supplier to all major two-wheeler OEMs in the industry. This is a major milestone that reaffirms our leadership position in the market. Furthermore, we have seen strong progress in passenger vehicles and consumer segment, which have been key drivers of our overall growth. Our strong performance validates our strategic focus on premiumization and operational excellence. New generation products already contribute ~28% to our overall revenue. Our capacity expansion at SJS Decoplast and WPI and new product facility at Hosur will support our ability to meet growing demand and reinforce our leadership in the premium products space. We look forward to the new opportunities, these initiatives will unlock in the coming quarters. As we look ahead, our organic growth strategy remains focused on expanding our global footprint, deepening relationships with mega customers and introducing next-generation products. With our strong financial position, we are well placed to explore new opportunities of inorganic growth.” Result PDF