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; 26th consecutive quarter of industry outperformance.

• EBITDA for Q4FY26 rose 53.0% YoY to Rs 807.6 Mn, with margins expanding to 30.3%; FY26 EBITDA reached Rs 2,880 Mn, up 41.7% YoY.

• 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.

• Audited standalone and consolidated financial results for FY26 were approved with an unmodified opinion from statutory auditors.

Financial highlights

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

• FY26 EBITDA: Rs 2,879.6 Mn (+41.7% YoY), margin 29.6%; Q4FY26 EBITDA: Rs 807.6 Mn, margin 30.3%.

• FY26 PAT: Rs 1,731.49 million, margin 18.0%; Q4FY26 PAT: Rs 488.7 Mn, margin 18.8%.

• Basic EPS for FY26 was Rs. 54.02, up from Rs. 37.82 in FY25.

• Exports revenue for FY26 reached a record Rs 911.4 Mn.

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.

• Margin guidance maintained at 28%-29% despite CapEx-related costs.

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