Top Tweets for #ReVisit
๐ฆRepo Rate What's that
โค๏ธโ๐ฅ Let's go Nykaa
#LeoNifty #FSNecomm #Revisit #Nifty #Interestrate #Markets
๐ชNykaa you Beauty
๐๏ธWon't sell,
๐ฒleke aao mandi, let's play
#LeoNifty #Leo #Nykaa #FSNecommerce
Just in time for the 2014 Australian Tour we released our self-titled album in Australia!๐
What was your favourite track on this album?
https://t.co/EhjZEg6SEz
#TheDeadDaisies #SelfTitledAlbum #Revisit
Our first-ever Tour to Ireland & the UK kicked off at the O2 Academy in Bournemouth with Special Guests Black Star Riders!! ๐๐Read more here:
https://t.co/xtAhYR2GF7
#TheDeadDaisies #UK #Revisit
๐๐ง Can people displaced by climate change be considered โrefugeesโ?
Aldo Matteucci explores how analogies shape the way we understand complex problems, and how they can sometimes mislead us. ๐
https://t.co/71a0CGUYSi
.
.
#Revisit #DiploBlog #ClimateChange #ClimateDisplacement #Refugees #InternationalRelations #Diplomacy #Policymaking
#STUDY #RAW
Its 06:06 AM MORNING
Time to #revisit & #update one of our Solid Bet
๐ฆ๐๐ฆ ๐๐ก๐ง๐๐ฅ๐ฃ๐ฅ๐๐ฆ๐๐ฆ:
๐ง๐๐ ๐๐จ๐ฆ๐๐ก๐๐ฆ๐ฆ ๐๐๐๐กโ๐ง ๐ฆ๐จ๐๐๐๐ก๐๐ฌ ๐๐๐๐ข๐ ๐ ๐๐ข๐ข๐ ๐๐ง โน2,400.
๐ง๐๐ ๐ ๐๐ฅ๐๐๐ง ๐๐จ๐ฆ๐ง ๐ฆ๐ง๐๐ฅ๐ง๐๐ ๐ก๐ข๐ง๐๐๐๐ก๐ ๐ช๐๐๐ง ๐ช๐๐ฆ ๐๐๐ฅ๐๐๐๐ฌ ๐๐๐ฃ๐ฃ๐๐ก๐๐ก๐.
๐ฆ๐๐๐ฑ๐ ๐๐ต๐ฎ๐ฟ๐ฒ๐ฑ ๐ผ๐ป ๐ซ ๐ฎ๐ฟ๐ผ๐๐ป๐ฑ โน600 ๐น๐ฒ๐๐ฒ๐น๐. ๐ก๐ผ๐ ๐ฎ๐ฟ๐ผ๐๐ป๐ฑ โน2,400 ๐ฅ ๐ฅ ๐ฅ ๐ฅ
Numbers donโt understand human psychology.
People do.
Letโs decode the latest mngmt commentary in TOTAL 3 PARTS
๐งต
Q1FY27 NUMBERS:
Revenue: โน261 Cr | +24.5% YoY
EBITDA: โน79.96 Cr | +36.2% YoY
EBITDA Margin: 30%
Reported PAT: โน74.42 Cr | +115%
But donโt stop at 115% PAT growth.
โน24.17 Cr was a one-time gain from the sale of the old Bangalore facility.
Adjusted PAT:
โน50.25 Cr | +45.2% YoY
That is the number that tells you the underlying operating story.
And that story is strong.
AUTOMOTIVE BUSINESS:
SJS Automotive Growth: +32.4%
Underlying PV + 2W Industry Growth: +21.7%
Approximately 1.5x industry growth.
Passenger Vehicles: +45.4%
Two-wheelers: +19.5%
Exports: +83.2%
This is not just an industry-growth story.
It is:
Industry Growth
+
Premiumization
+
Higher Content Per Vehicle
+
Cross-selling
+
Execution
That combination matters.
MARGINS:
Gross Margin:
Q4: 56.6%
Q1: 56.7%
Despite commodity-cost headwinds.
EBITDA Margin:
30%
Management indicated that customer negotiations for cost pass-through are ongoing.
Some recovery may have a lag of 1โ2 quarters.
Potential unrecovered profitability impact from input-cost inflation:
Approximately 0.5%โ0.6%.
The important takeaway:
SJS is not simply absorbing every cost increase permanently.
The business has mechanisms to recover increased raw-material costs from customers.
And management reiterated a margin guidance framework of 27%โ28%.
The focus is not growth at any cost.
It is profitable growth.
BUSINESS MIX:
Passenger Vehicles: 44.6%
Two-wheelers: 36.6%
Consumer & Others: 18.8%
New-generation products contributed approximately 24% of consolidated revenue.
Think:
Optical Cover Glass
Display Systems
Illuminated Logos
In-mold Electronics
Premium Interior Solutions
The direction is clear:
MORE CONTENT PER VEHICLE.
BALANCE SHEET:
CFO: โน80.9 Cr
CFO/EBITDA: 101.2%
Free Cash Flow: โน83.8 Cr
Cash & Equivalents: โน338.08 Cr
Net Cash: โน328.77 Cr
Annualized ROCE: 37.2%
Annualized ROE: 20.3%
This is not a balance sheet struggling to fund growth.
This is a balance sheet providing flexibility to fund growth.
#SJS DECOPLAST:
This is one of the most important growth engines.
New facility capacity potential:
โน200โ250 Cr additional revenue capacity.
Important clarification:
This is NOT FY28 revenue guidance.
It is the potential revenue capacity created by the new facility.
Management expects to approximately DOUBLE SJS Decoplast sales over the next 3-4 years.
Since acquiring Exotech Plastics:
Sales increased approximately 4x.
EBITDA margin improved:
12% โ 20%
That is a meaningful business transformation.
CAPACITY UTILIZATION:
Expected asset turns at new Decoplast facility:
2โ2.5x
Expected utilization:
85%โ90% over approximately 3 years.
EBITDA break-even:
Around 1โ1.25x asset turn.
Customer PPAP processes are already underway.
Now the question is not whether capacity exists.
The question is:
HOW FAST DOES CAPACITY CONVERT INTO REVENUE AND CASH FLOW?
EXPORTS:
Current export contribution:
9.8% of consolidated revenue.
Export growth:
+83.2% YoY
Management target:
14%โ15% of consolidated revenue by FY28.
This is one of the clearest medium-term targets from the commentary.
And management specifically wants a meaningful portion of the new Decoplast capacity to be utilized through exports.
(TO BE CONTINUED IN PART 2)
DISCLAIMER = THIS IS NOT A BUY OR SELL RECOMMENDATION. SHARING ONLY FOR STUDY PURPOSES.
#SJSENTERPRISES #trending
As the Bhagavad Gita teaches โYogastha kuru karmaniโ - focus on your work, not the outcome.
SJS ENTERPRISES did exactly that.
https://t.co/3pJ5N5e2Q7
FROM 650 to 1730 ๐ฅ๐ฅ๐ฅ
[ALREADY IN MY 100%CLUB]
Ignored the noise.
Stayed disciplined in execution.
And the results?
The fruits have turned golden ๐
Margins shining.
Order book strengthening.
Execution speaking louder than narratives.
Stay invested in process-driven businesses - the numbers only get glossier from here.
#SJSENTERPRISES
![SharePurana's tweet photo. As the Bhagavad Gita teaches โYogastha kuru karmaniโ - focus on your work, not the outcome.
SJS ENTERPRISES did exactly that.
https://t.co/3pJ5N5e2Q7
FROM 650 to 1730 ๐ฅ๐ฅ๐ฅ
[ALREADY IN MY 100%CLUB]
Ignored the noise.
Stayed disciplined in execution.
And the results?
The fruits have turned golden ๐
Margins shining.
Order book strengthening.
Execution speaking louder than narratives.
Stay invested in process-driven businesses - the numbers only get glossier from here.
#SJSENTERPRISES](https://pbs.twimg.com/media/G-ksHzraoAABUG2.jpg)
#Matchhopping not #Groundhopping #CityofHull at West Park in the @MKM_Stadium shared with @HullCity @FA @premierleague for @hullfcofficial (10th) v @warringtonrlfc (3rd) in @therfl @superleague round 25 KO 1735
Game number 81 #revisit can FC do trin a favour, #triplegameday 3/3
#accidentialhopping #southyorkshire #cityofdoncaster at cantley park south grass pitches from Doncaster Vulcans v don valley sc both Sheffield fair play league KO 1020
Game not included #revisit #halfhopping
FT 1-1 att 4 h/c
Due to incorrect time for main game
The Honorable Minister @LouisFarrakhan speaks on the hardest job ever given to any human being who has lived on our planet!
Video: โThe Swan Songโ delivered Feb. 27, 2022 at Mosque Maryam in Chicago, IL.
Full video available at: https://t.co/WxjaNzlCS2 #Farrakhan ๐บ #AQMvidio
#Matchopping not #Groundhopping #eastriding at the VPG for @GooleAFC
(3rd) V @_SouthLeedsFC (17th) in the @NCEL div 1 ko 1945
Game number 85 with jp & Kate #revisit #fnf under the lights with the new vice chairman flying in.
A club on the up
Ground rebuilding nearly finished
#matchhopping not #Groundhopping #northyorkshire #selbydistrict at finkle hill for @Sherburnwrfc res (16th) v @WORTLEY_FC_OA reserves (7th) in the @WYAFLOfficial alliance division A KO 1930 game number 81 with mellie
#mnf #revisit can wortley go top or SWR move off the bottom
#halfhopping not #Groundhopping #westyorkshire #leedsdistrict at bunkers hill for @aberfordalbionfc reserves (5th) v @bardseyfc reserves (2nd) in the @WYAFLOfficial alliance division A KO 1831 with mellie
#mnf #derbyday #revisit
HT score 3-0 att 21
Believe a hopper was present
#Matchhopping not Groundhopping #northyorkshire #cityofyork @ the @YCFCStadium for @yorkknights
(12th) V @rhinos (2nd) in round 22 of @therfl @superleague ko1500 Game Number 80 with JP #revisit #psf #superleague #rfl #doublegameday 2/2
Full house sell out โ๏ธ York do trin a favour
Letโs #revisit
Carla Leite
11.8 points (64 FG%), 3.8 assists, +13.8 +-
#Matchopping not #Groundhopping #eastridingofyorkshire @ Ings view 4
@GilboPhoenixFC vets @hullvetsleague v Goole Athletic @ERCountyLeague 1sts in the #seanneal cup group A game 1 KO 1828 Game number 66 #revisit sunny dry light freshing breeze
FT vets 3-2 Goole HT 2-0 att 55 +
Even though Broadfields have been guff, the #FAVase has me hooked, tempted by this after gulag on Sunday #revisit #groundhopping
#matchopping not #Groundhopping #eastriding at the @gooleacademype for goole borough fc (red) @er_county
v @guardianglasseu (blue n white ) KO 1903 #preseasonfriendly #thnf
Game number 59 with JP #revisit
Cooler dry evening.
I saw a really cute girl at the thrift shop today but she was busy working so I didnโt get to talk to her and Iโm planning to #revisit I hope Iโll see her again
#matchhopping not #groundhopping #northyorkshire #cityofyork at the @YCFCStadium shared with @YorkCityFC @YorkValkyrie for @YorkRLFC v @Saints1890 in @TheRFL @SuperLeague round 21 KO 1730 #revisit game number 55 with JP #triplegameday 3/3 #yorkshireday
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