The order book now covers 88% of FY27 revenue, building confidence in the growth runway, though the latest call was soft relative to the run-rate.
Overall read
6.9/10
Priced for it
The three reads · this quarter
The order book now covers 88% of FY27 revenue, building confidence in the growth runway, though the latest call was soft relative to the run-rate.
Overall read
6.9/10
Priced for it
The three reads · this quarter
The standing reads · change less often
Moat
Moderate edge
Scale and customer relationships create a narrow moat, but technology evolution and low switching costs limit breadth.
Key variables
5 tracked
lead: New generation products contributionContribution has stabilized around 24% in recent quarters, suggesting a plateau after earlier growth; future uplift expected from display business.
Walk the talk
Not enough data
as of Q1 FY27SJS to outperform industry by 1.5-2x in FY27, driven by new capacity and exports.
Latest · newest first
3w ago · M&A / Investment
Company updates on ongoing acquisition; details awaited.
3w ago · Capex & Expansion
Wholly owned subsidiary to expand capacity.
26 Jul 2026 · Credit Rating
SES ESG Research assigned ESG score of 71.7 to S.J.S. Enterprises; no change in credit rating
25 Jul 2026 · Credit Rating
CRISIL assigned ESG rating of Crisil ESG 64 and Core ESG 73; placed under 'Strong' category.
25 Jul 2026 · Fundraising
Allotted 21,500 equity shares under ESOP Plan 2021.
1 of 1 guidance items delivered on time
Where it sits