Onboarded Dixon this quarter. According to the management, this opens large opportunites for expanding into consumer durable segment. Steller quarterly performance. Great growth. Acquisitions on track. Hope it continues.
Disc. Holding. Biased. No recommendation to buy/sell
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Fall in the passenger vehicle sales and piling up inventories at the dealer’s end - can they impact SJS’s performance for this Q2. Any thoughts on this?
Also, is there any reason for PE not being re-rated in comparison to other auto-ancillaries (or other small cap stocks) stocks.
Disc: Invested
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SJS excellent results.
More than 50% YoY.
Fully paid long term debt.
High cash generation.
Outperforming auto industry growth.
Grew standalone numbers too.
Won an export deal in consumer segment.
Export grew 50% YoY.
Margins also grew by 1%
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One of the first bad press Regarding SJS
For any fellow Value pickr based in Bengaluru, can someone find out current status
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@Gautam_Chopra please share complete report
This information comes directly from the recent SJS conference call and Q2-25 presentation. It’s surprising how some stock analysts rely solely on quarterly calls to make buy or sell recommendations. There doesn’t seem to be any in-depth research behind these suggestions—they’re just echoing details from the latest presentation. So, take any recommendations with a grain of salt and make sure to do your own thorough research.
Disc - Invested
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