Top Tweets for #SJSENT
SJS Enterprises
#SJS
#SJSEnt
#SJSEnterprises
Record Q3FY26 with solid margin expansion QoQ and YoY
Highest ever revenue, EBITDA, PBT and PAT in comps history
Highest ever margins
Q3 is historically leaner vs Q2
Outperforms Automotive industry for 25th consecutive quarter
Rev at 244cr⏫37%
EBITDA at 76cr⏫57%
OPM at 30.5% vs 26.6%
PAT at 45cr⏫63%
46% YoY growth in the automotive business vs 15.7% industry growth
Highest ever quarterly exports
Exports at 28cr⏫146%
203cr net cash
9M FCF of 98cr
9M OCF at 158cr
RoCE 34%
RoE 20%

SJS Enterprises
#SJSEnt
#SJSEnterprises
Highest ever revenue, EBITDA, PBT and PAT in comps history
Rev at 241cr⏫25% YoY
⏫15% QoQ
EBITDA at 73cr⏫41% YoY
⏫24% QoQ
PAT at 43cr⏫48% YoY
⏫25% QoQ
24th consecutive quarter of outperformance
29.5% of SJS vs 9.5% of industry avg production volumes
159cr net cash
Exports ⏫40% at 23cr
Added new reputed customers
Signed MoU with BOE Varitronix for 4 wheeler automotive displays
Capex at Pune and Bengaluru progressing well
RoCE 33.6%
RoE 20.4%
H1 FCF of 68cr

Good #Q2FY26-3/11/25 till 5pm
SJS Enterprises
#SJSEnt
#SJSEnterprises
Continues to deliver solid growth QoQ and YoY
Highest ever revenue, EBITDA, PBT and PAT in comps history
Solid QoQ and YoY uptick across all parameters
Rev at 242cr vs 192cr, Q1 at 210cr
EBITDA at 73cr vs 51cr ⏫41% YoY
⏫24% QoQ
PBT at 58cr vs 38.7cr, Q1 at 46cr
PAT at 43.2cr vs 29cr⏫48% YoY, Q1 at 34.6cr⏫25% QoQ
OCF at 108cr vs 79cr
SJD growth at 29.5% vs industry growth at 9.5%
Bharti Hexacom
#BhartiHexa
Good Q2FY26 with decent QoQ uptick
Rev at 2317cr vs 2097cr, Q1 at 2263cr
EBITDA at 1269cr vs 1051cr, Q1 at 1208cr
OPM at 54.2%⏫433bps YoY
PBT at 564cr vs 339cr, Q1 at 527cr
PAT at 421cr vs 253cr, Q1 at 392cr
OCF at 2471cr vs 2348cr
159cr net cash
Exports ⏫41% at 23cr
Desco Infratech
#Desco
Very good H1FY26
2x rev vs last H1
H2 is always better vs H1
Rev at 42cr vs 22cr, H2 at 37cr
PBT at 8.3cr vs 4.4cr, H2 at 7.7cr
PAT at 6.2cr vs 3.2cr, H2 at 5.8cr
OCF at -20cr vs -12cr
Receivables at 20.5cr vs 13.3cr
Bharti Airtel
#Airtel
Stellar Q2FY26
EBITDA at 30289cr vs 22100cr, Q1 at 28347cr
PBT at 12322cr vs 6751cr, Q1 at 10504cr
PAT at 8650cr vs 4153cr, Q1 at 7421cr
Thangamayil Jewellery
#Thangamayl
#Thamgamayil
Solid Q2FY26
Good margin expansion
Turnaround quarter
Rev at 1704cr vs 1178cr, Q1 at 1555cr
EBITDA at 106cr vs loss
PBT at 78cr vs -24cr, Q1 at 65cr
PAT at 58cr vs -17cr, Q1 at 46cr
Big increase in inventory leads to
OCF at -108cr vs -20cr
DP Abhushan
#DPAbhushan
Margins Expand QoQ and YoY
Topline flat, should have witnessed a volume degrowth
Rev at 967cr vs 1004cr
PBT at 69cr vs 33cr, Q1 at 49cr
PAT at 51cr vs 25cr, Q1 at 36cr
GE Vernova T&D
#GVTD
#GEVernova
Stellar execution continues
Healthy quarter, some margin compression QoQ
OPM at 27%
Rev at 1538cr vs 1107cr, Q1 at 1330cr
PBT at 401cr vs 193cr, Q1 at 39c0r
More than 2x YoY
PAT at 300cr vs 145cr, Q1 at 291cr
OCF at 605cr vs 463cr
Healthy orderbook
Wockhardt
#Wockhardt
Good Q2FY26 , turnaround quarter
Rev down, sharp margin expansion
Rev at 782cr vs 809cr
PBT at 91cr vs loss in last 2 qtrs
PAT at 82cr vs loss in last 2 qtrs
OCF at 189cr vs 32cr
StoveKraft
#StoveKraft
Decent Q2FY26
Rev at 474cr vs 418cr, Q1 at 340cr
PBT at 27cr vs 22cr, Q1 at 13cr
PAT at 21cr vs 18cr, Q1 at 10cr
OCF at 107cr vs 81cr
Vimta Labs
#Vimta
#VimtaLabs
Good QoQ scale up in rev, margins down a bit
Rev at 102cr vs 86cr, Q1 at 98cr
PBT at 26cr vs 22cr, Q1 at 25cr
PAT at 20cr vs 17cr, Q1 at 19cr
OCF at 75cr vs 49cr
Growth rates reduced vs prev 4 qtrs
Punjab Chemicals and Crop Protection
#PunjabChem
Seasonality in the business
QoQ not comparable
Rev at 255cr vs 242cr
Single digit topline growth vs peers who did higher double digits
Margin expansion
PBT at 22cr vs 16.5cr, Q1 at 28cr
PAT at 18.5cr vs 12.3cr, Q1 at 20.6cr
OCF at 83cr vs 35cr
Arvind Fashion
#ArvindFashion
Rev at 1427cr vs 1273cr, Q1 at 1107cr
PBT at 87cr vs 67cr, Q1 at 39cr
PAT at 56cr vs 45cr Q1 at 25cr
OCF at 119cr vs 273cr
Ambuja Cements
#Ambuja
#AmbujaCem
Rev at 9130cr vs 7304cr
PBT at 1060cr vs 900cr
Big tax writeback leads to big growth in PAT
Good volume growth in high double digits
OCF at 1444cr vs -1883cr
Harshdeep Hortico
#Harshdeep
Good H1FY26, continues to do well since listing
Rev at 33cr vs 25cr, H2 at 31cr
PBT at 6.9cr vs 5.1cr, H2 at 6.3cr
PAT at 5.7cr vs 4.2cr, H2 at 5.5cr
OCF at 65 lacs
Maharashtra Scooters
#MahScooter
Rev at 271cr vs 163cr, Q1 at 29cr
Includes dividend income of 263cr vs 156cr
PBT at 269cr vs 161cr, Q1 at 28cr
PAT at 267cr vs 151cr, Q1 at 35cr
Decent:
#Ratnaveer
PBT at 20cr vs 18cr, Q1 at 18cr
#TajGVK
Rev flat at 107cr vs 105cr
PBT at 32cr vs 26cr, Q1 at 29cr
Decent margin expansion despite muted topline growth
#AWLAgri
Rev and EBITDA ⏫20%
Lower other income
#TataConsumer
10% rev Growth
7.5% EBITDA growth
#AjantaPharma
Rev ⏫ 14%, EBITDA ⏫9% adj for forex loss of 41cr
#VRLLog
Rev flat, EBITDA ⏫14%
#TBOTek
Rev at 567cr vs 451cr, Q1 at 511cr
PBT and PAT ⏫10%
S J S Enterprises looking at Rs. 12000-15000 Kit value per vehicle for 4 wheeler by FY28
#SJS #SJSEnt #SJSEnterprises
D - No reco to buy/sell
SJS Enterprises (key pointers)
#SJS #SJSEnt #SJSEnterprises
-Acquisitions (WPI, Decoplast) driving strong growth, more M&A planned
-Pune chrome plating plant, ₹100 Cr capex
-FY26 outlook: 2x industry growth driven by premiumisation, mega OEMs, and exports

Interesting to note in SJS Enterprises
#SJS #SJSEnt #SJSEnterprises
-Legacy kit value was in the range of ₹1,200–1,500 per vehicle
-Post the WPI acquisition, it has scaled up to ₹3,500–5,000 per vehicle
-Going forward, kit value is expected to grow 4–6x per vehicle

SJS Enterprises (#SJSEnt)
🏎️ Outperforming industry growth
💰 Rev ₹210Cr vs 188Cr (Q4: 200Cr)
✅ PAT ₹35Cr vs 28Cr
SJS enterprises
#SJS
#SJSEnt
#SJSEnterprises
Highest ever revenue, EBITDA, PBT and PAT in comps history 🔥👏
Q2 has been highest ever qtr for company
Continues to outperform industry growth by 1.8x
12th qtr in a row of outperformance
Debt free company now
Return ratios inch up vs FY24
Q2FY25:
Rev at 193cr⏫18%
Exports business ⏫54%
OPM ⏫370bps at 26.6%
EBITDA at 52cr vs 37cr⏫37%
PAT at 29cr vs 19cr⏫51%
H1 FCF at 66cr
Q2 FCF at 26cr
Net cash at 39cr
Repaid 30cr and became debt free
RoCE 24%
RoE 19%
Guidance:
To continue to outperform industry growth by 1.5x
85% of current orderbook to be expecting FY25
To maintain robust margins
H1FY25:
Rev at 381cr⏫36%
EBITDA at 102cr⏫48%
OPM at 26.6%
PAT at 57cr⏫54%

SJS Enterprises
#SJSEnt
#SJSEnterprises
Solid Q1FY25 👏🔥
Excellent margin expansion
Improving return ratios
Outperforming industry growth for 19th consecutive quarter
2.5x growth vs industry
Automotive
Consumer
Exports
All segments delivered strong growth
Rev⏫61% at 189cr vs 111cr
EBITDA ⏫61% at 51cr vs 31cr
OPM at 26.6%
PAT ⏫57% at 28cr vs 18cr
Current orderbook to be executed in FY25 is over 85% of forecasted FY25 revenues
Debt free with cash of 77cr on hand
RoCE 23%
RoE 19%
FCFF for FY24 was 76cr
Did 40cr FCFF in Q1FY25 👏

Good #Q1FY25-1/8/24 from 3pm till 7pm
SJS Enterprises
#SJSENT
#SJSEnterprises
Strong Q1FY25 👏 🔥
Solid growth in revenue, EBITDA, PBT and PAT
Rev at 189cr vs 117cr, Q4 at 187cr
PBT at 38cr vs 24cr, Q4 at 36cr
PAT at 28.2cr vs 18cr, Q4 at 27cr
Q1 EPS at 9rs vs 5.9rs
Organic growth is equally strong
GHCL Textiles
#GHCL
Solid set of Q1FY25 👏
Margins coming back gradually
Rev at 288cr vs 263cr, Q4 at 286cr
PBT at 16cr vs 5.6cr, Q4 at 14cr
Decent QoQ uptick
PAT at 12cr vs 4cr, Q4 at 10cr
Adani Enterprises
#AdaniEnt
#AdaniEnterprises
Rev at 25472cr vs 22644cr, Q4 at 29180cr
PBT at 2235cr vs 1080cr, Q4 at 1321cr
PAT at 1772cr vs 677cr, Q4 at 352cr
Zomato
#Zomato
Turnaround continues
Solid qtr
Blinkit margins positively surprise
Excellent qtr
Rev at 4206cr vs 2416cr, Q4 at 3562cr
PBT at 239cr vs -15cr, Q4 at 161cr
EBITDA ⏫79%
PAT at 253cr vs 2cr, Q4 at 175cr
Neuland Laboratories
#Neuland
Good set 👍
Rev at 439cr vs 363cr, Q4 at 385cr
PBT at 109cr vs 83cr, Q4 at 92cr
Exceptional gains of 20.6cr leads to
PAT at 98cr vs 62cr, Q4 at 67.5cr
Godrej Agrovet
#GodrejAgro
Rev down at 2360cr vs 2521cr
PBT at 150.6cr vs 122cr, Q4 at 77cr
PAT at 132cr vs 107cr, Q4 at 65.4cr
Kalyan Jewellers
#KalyanJewellers
Rev at 5535cr vs 4375cr, Q4 at 4534cr
PBT at 237cr vs 188cr, Q4 at 184cr
PAT at 177.5cr vs 143cr, Q4 at 137cr
Bajaj Steel
#BajajSteel
Rev at 142cr vs 98cr, Q4 at 173cr
Other income at 2.5cr vs 13cr QoQ
PBT at 20.4cr vs 12.7cr, Q4 at 22cr
Exceptional gains of 26.5cr leads to
PAT of 35cr vs 9.6cr, Q4 at 22.5cr
HPL Electric
#HPLElectric
Rev at 392cr vs 320cr, Q4 at 424cr
PBT at 23cr vs 10.7cr, Q4 at 21.3cr
PAT at 17cr vs 7cr, Q4 at 13.7cr
Pudumjee Paper
#Pudumjee
Rev at 203cr vs 181cr, Q4 at 205cr
PBT at 37cr vs 15cr, Q4 at 50cr
PAT at 27.5cr vs 11cr, Q4 at 37.4cr
Welspun Enterprises
#WelEnt
Rev at 907cr vs 698cr, Q4 at 821cr
PBT at 154cr vs 127cr, Q4 at 119cr
PAT at 116cr vs 93cr, Q4 at 85cr
Ixigo
#IXIGO
Decent set, still remains expensive
Rev at 182cr vs 156cr, Q4 at 165cr
PBT at 16cr vs 8.3cr, Q4 at 15.6cr
PAT at 14.8cr vs 8cr, Q4 at 7.3cr
WSFx Global
#WsfxGlobal
Rev at 18.7cr vs 12cr, Q4 at 18.1cr
PBT and PAT at 1cr vs 11lakhs,flat QoQ
Rattan India Power
#RattanIndia
Turnaround
Rev at 921cr vs 847cr
PBT and PAT at 93cr vs -535cr, Q4 at -20cr
Music broadcast
#MusicBroad
#RadioCity
Rev at 60cr vs 53cr
PBT at 4.5cr vs 2cr, Q4 at 5cr
PAT at 2.5cr vs 93lacs, Q4 at 2.7cr
Everest Industries
#EverestInd
Rev at 523cr vs 484cr
PBT at 18.6cr vs 14.6cr, Q4 at 4cr
PAT appears flat due to tax credits of last year Q1
Repco Home
#Repco
Decent, small degrowth QoQ
Rev at 400cr vs 357cr, Q4 at 383cr
PBT at 137cr vs 120xlcr, Q4 at 139cr
PAT at 112cr vs 95cr, Q4 at 117cr
Expleo Solutions
#Expleo
Rev at 252cr vs 225cr, Q4 at 255cr
PBT at 32cr vs 26cr, Q4 at 26cr
PAT at 24cr vs 20cr, Q4 at 16cr
Decent:
Tata Motors
SJS Enterprises
#SJSENT
#SJSEnterprises
Strong Q1FY25 👏 🔥
Solid growth in revenue, EBITDA, PBT and PAT
Rev at 189cr vs 117cr, Q4 at 187cr
PBT at 38cr vs 24cr, Q4 at 36cr
PAT at 28.2cr vs 18cr, Q4 at 27cr
Q1 EPS at 9rs vs 5.9rs
Organic growth is equally strong
#SJS Enterprises
Blockbuster Result🔥🔥

SJS Enterprises
#SJS
#SJSENT
Q2: A quarter with many one offs due to Acquisition related costs and higher Amortization
FY24 guidance:
Will continue to outperform industry
Expects 45% YoY revenue growth
Current order book to be executed in FY24 is over 90% of forecasted FY24 revenue
WPI acquisition to be EPS accretive
QoQ margins will fluctuate depending upon product mix
There were certain one offs this qtr due to acquisition related expenses
Expects PAT growth of 30% for FY24 over FY23
Outperformed industry growth for 16th quarter in a row
Added Lear Corporation and other ODMs like Neolync, GDN Corporation and Foxconn Tech as new customers
#Q2FY24:
Rev⬆️39.5% at 163cr vs 116cr
Adj EBITDA at 37.7cr vs 33.3cr⬆️19.4%
One offs:
Lower other inc
Higher fin cost by 1.1cr due to acquisition of WPI
Higher Amortization costs for intangible assets to the time of 3cr
Almost 5cr one off costs in Q2

SJS ENTERPRISE
CMP-705
WATCHON STOCK......
ANY TIME BLAST 10% TO 20% UPSIDE.......
#SJS #SJSENT #SJSENTERPRISE #WATCHON #Breakout #BreakoutStock #stockinfocus #StockToWatch
#SJSEnt Large Trade | 1 cr shares (33.1% equity) of worth ₹610 cr change hands at ₹605/sh
#BlockDeal

30% equity of #SJSEnt worth ₹541.5 cr to change hands via block deal. Evergraph Holdings to sell up to 29.53% out of 34.15% stake in the company, sources to @VivekIyer72

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