Thread by @ParveenBhansali

#SJS_Enterprises

Fundamentally strong stock

Equity: 30Cr💚
FV: 10💚
Debts: 13Cr
CashnEquiv % toTotalAssets:
22%💚
Current Ratio: 3💚
PAT Margins: 15%💚
ROCE: 21%💚
Np2Eq: 2
Expected EPS Fy23: 27💚
1 Yr Forward PE: 18💚
CMP: 492

#Highly_Undervalued

#SJS_Enterprises announced its plans to grow at a CAGR of around 25% organically for FY23-25 period and said its inorganic growth would boost the growth further.

SJS said its current order book that will be executed in FY23 is around 80-85 per cent of FY23 forecasted revenue.

The strong moat, margin profile and expected operating leverage will drive PAT growth of around 30 per cent YoY going ahead for #SJSENTERPRISES

Aesthetics are a growing source of product differentiation for OEMs amid wider customer preference for aesthetically pleasing, premium products.

#SJS is one of the industry leaders with the widest product portfolio spanning traditional as well as advanced technology offerings.

Decorative aesthetics are unaffected by the EV transition and would instead be poised to gain from a kit value perspective, according to analysts.

#SJS is a leading aesthetics solution provider wth an extensive suite of premium products 4 auto industry

SJS deals in 11 product categories like decals,logos,aluminium badges, 2D&3D dials,chrome plated parts, overlays in-moulding labeling,optical plastics n lens mask assembly

These products primarily serve two wheelers (2W), passenger vehicles (PV) and large consumer durables (CD) industries along with commercial vehicles, medical devices, farm equipment’s and sanitary ware segments.

SJS is even planning to extend their market by foraying into gaming consoles & medical devices.

#SJS added Alladio, Benling India, Gravton Motors and Navbharat Edison Motor to its customer base and won several key projects from Whirlpool, Mahindra & Mahindra, Bajaj Auto, TVS, Maruti Suzuki and Samsung, among others.

Interestingly, Exotech, the brand's newly acquired business, also won its first business in the exports market by cross-selling chrome plated parts to Whirlpool.

SJS is in d process of acquiring a 7.5 acres of land at Pune to build a chrome plating facility. 'We r also adding new customers n geographies in our portfolio. We added Alladio in Argentina and bagged orders from additional two plants of Whirlpool in North America,' CEO said

Stock up 6%
How's the Josh 💚🔥