Current view Q4 2026
Actually has a clear growth engine the note missed: fancier decorative parts, big new customer Hero, exports up 60%, record margins. Strong - but the stock is priced expensively.
Latest exchange filings last 5 · 5 after Q4 2026
- 16 Sep ’26Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation 16 Sep ↗
- 8 Sep ’26Announcement under Regulation 30 (LODR)-Newspaper Publication 8 Sep ↗
- 7 Sep ’26Shareholder Meeting / Postal Ballot-Scrutinizer"s Report 7 Sep ↗
- 7 Sep ’26Shareholders approved shifting registered office from Karnataka to Maharashtra, subject to regulatory approvals. ↗
- 3 Sep ’26Intimation of allotment of 2,22,875 equity shares pursuant to exercise of vested Employee Stock Options under "SJS Enterprises Stock Option Plan-2021". ↗
Exchange filings, with the company's own one-line summary, read off the same page as the figures. Screener publishes only the most recent few, so this is the last 5 — not everything filed since your note, and a quiet-looking list is not proof of a quiet quarter. A filing is marked new when it is dated after the end of the quarter your note covers. Not scored, and not a judgement — a routine repayment notice and a takeover sit in the same list.
AI concall report · Q4 2026
The full earnings-call read behind this view — what management promised, what they delivered, and the earning trigger.
Growth Q4 2026
| Metric | This year vs lastYoY · vs Q4 2025 | vs the quarter beforeQoQ, sequential · vs Q3 2026 | 3-year yearly average3Y CAGR · compounded | 5-year yearly average5Y CAGR · compounded |
|---|---|---|---|---|
| Sales | ▲ +29.4% | +6.6% | +30.2% | +17.6% |
| Operating profit | ▲ +47.1% | +5.6% | +35.0% | +20.2% |
| EPS | ▲ +42.0% | +8.5% | +34.2% | +21.0% |
| PAT | ▲ +44.1% | +8.9% | — | — |
Tinted rows drive the Tier. Tier = the weaker of YoY Sales and YoY PAT growth. Here the weaker is Sales at +29.4%, which is ≥ 20% → Tier 1.
QoQ is sequential, not a trend. For most Indian companies the March quarter is seasonally the largest, so a June-quarter fall against it is a calendar effect. Only the YoY column feeds the Tier.
Multibagger potential
Average64/100
Growing fast — and the market has noticed. Profit per share grew 34% a year, and buyers now pay more for each rupee of it than they did a year ago. Some of the re-pricing has already happened.
₹2,262 → ₹4,523 needs the P/E at 35× — it is 42× today, and has ranged 20× to 58× over the last 5 years. The rest would come from earnings growing as they have.
What you pay for its profitlog scale · 5-year range
Tripling needs 52× — it has traded there — high was 58×.
At ₹1,766 the price-tag on its earnings reaches the 33× it is being projected toward — the point where being cheap against that yardstick is used up.
Re-rated already, on growth that doesn't fully back it.
How this is calculated
This is arithmetic, not a forecast — Return = ΔEPS × ΔMultiple. It says what would have to be true, not how likely it is, and "earnings keep growing at this rate for three more years" is the assumption doing the most work. This is a small-cap at ₹7,404 cr, so the odds of a re-rate are not fighting its own size.
Growth rate used: 34.2% — the weakest of EPS / Sales / Op-profit from 3-year EPS CAGR. Latest quarter reads 42%.
How it compares with its rivals Auto · 6 of 129 listed
These are the industry's largest names rather than companies of its own size, so the columns are worth reading straight across — a ranking against them would only be restating the size gap.
| Company | Price | P/E | Size | ROCE | Profitlast qtr | Saleslast qtr |
|---|---|---|---|---|---|---|
| SJS Enterprises | ₹2,363 | 40.0× | ₹7,622 Cr | 28.6% | +57.5% | +24.5% |
| Samvardh. Mothe. | ₹164 | 38.0× | ₹1.74 L Cr | 13.4% | +81.5% | +16.6% |
| Bosch | ₹47,778 | 59.6× | ₹1.41 L Cr | 21.5% | +5.2% | +22.0% |
| Bharat Forge | ₹1,990 | 94.2× | ₹95,135 Cr | 12.6% | −57.7% | +18.7% |
| Uno Minda | ₹1,241 | 58.6× | ₹71,687 Cr | 19.6% | +1.8% | +23.8% |
| Schaeffler India | ₹4,146 | 50.1× | ₹64,802 Cr | 27.9% | +13.7% | +17.5% |
Screener's own peer group, from the request already made for the industry P/E. It serves the industry's largest names by market cap, not companies of a similar size, so treat this as context rather than a like-for-like table; this company is always shown. On a phone the price, size and sales columns are dropped rather than pushed off the edge. Not part of the score.
Business quality to Jun 2026
| Are the margins widening? | yes — widening, and steadily | operating margin 24% → 29% over 3 years |
|---|---|---|
| Did the profit turn into cash? | more than all of it — reserves released cash too | 110% last year, 104% over three · free cash flow ₹142 cr, positive in 5 of 5 years |
| Is the growth borrowed? | essentially debt-free | ₹23 cr — 0.03× its own equity (was 0.05×) |
| Is it being collected? | collection is steady | 85 days to collect, up 1 in a year · cash cycle 81 days |
| Who has been buying? | the promoters have been selling | promoters 20.1% (−1.4 in a year), 21.8% → 20.1% over 2.8 years · FIIs 14.7% (−2.2) · DIIs 34.0% (+5.7) · shareholders 64,873 → 74,050 |
| What does it earn on its capital? | earns a high return on the capital it employs | ROCE 28.6% · ROE 22.0% |
Fetched from the filings, not typed — and deliberately not part of the score. These are the questions the score cannot ask: it reads growth, price and trend, so a company can score well while its profit never becomes cash. Weigh these beside the note, not against the number.
Screener's own checklist not mine, not the score
In its favour
- Company has reduced debt.
- Company is almost debt free.
Against it
- Stock is trading at 8.70 times its book value
- Promoter holding has decreased over last quarter: -1.00%
- Promoter holding is low: 20.2%
Generated by screener.in from a fixed checklist — not written by me and not an input to the score. It is here as a second machine opinion to weigh against the note; where it disagrees with the view above, the note is the considered one.