SJS Enterprises – How Big Is the Cover Glass Opportunity? | Negative Outlook on Margins? скачать в хорошем качестве

SJS Enterprises – How Big Is the Cover Glass Opportunity? | Negative Outlook on Margins?

SJS Enterprises Limited is an Indian manufacturing company specializing in decorative aesthetic solutions primarily for the automotive and consumer appliance industries. The company designs and produces products such as decals, logos, overlays, dials, and chrome-plated as well as optical plastic components that enhance the visual appeal and branding of vehicles and consumer products. Its solutions are widely used by two-wheelers, passenger vehicles, commercial vehicles, and appliance manufacturers. The company operates on a high-margin, asset-light business model, focusing on design, engineering, and precision manufacturing rather than heavy capital-intensive production. Disclaimer: This video is strictly for educational and informational purposes only. I am not a SEBI-registered investment advisor, and this content should not be considered as investment advice, recommendation, or solicitation to buy or sell any securities. Stock market investments are subject to market risks. Please do your own research or consult a qualified financial advisor before making any investment decisions. I am not responsible for any financial losses arising from actions taken based on this video. Timestamps: 00:00 - Intro 00:11 - Business Model 01:37 - Products and Uses 04:35 - Q3FY26 Performance 07:09 - 3 Main Growth Drivers 08:44 - Cover Glass Project 10:28 - Growth Prospects with HeroMoto 11:00 - Opportunities in Consumer Durables 12:03 - Acquisition Strategy 12:51 - Growth Guidance 13:37 - CAPEX Plans 14:37 - Why So Bullish on Exports? 16:09 - WPI Margin Target Achieved 17:15 - 3 Levers to Tackle RM Cost Pressure 19:15 - Cover Glass: How Big Is This Opportunity? 22:49 - Margin Guidance 23:58 - Valuation 24:34 - Opportunity and Two Themes SJS Enterprises Business SJS Enterprises Business Model SJS Enterprises Business Analysis SJS Enterprises Business Model Analysis SJS Enterprises Stock SJS Enterprises Share SJS Enterprises Stock Analysis SJS Enterprises Share Analysis SJS Enterprises Stock News SJS Enterprises Share News SJS Enterprises Share Latest News SJS Enterprises Stock Latest News SJS Enterprises News SJS Enterprises Q3FY26 Analysis SJS Enterprises Result Analysis SJS Enterprises Concall SJS Enterprises Concall Analysis SJS Enterprises Q3FY26 Concall SJS Enterprises Q3FY26 Concall Analysis SJS Enterprises Earnings Call SJS Enterprises Q3FY26 Earnings Call Analysis SJS Enterprises Latest Result SJS Enterprises Latest Concall SJS Enterprises Latest Result Analysis SJS Enterprises Latest Concall Analysis SJS Enterprises Latest Earnings Call SJS Enterprises Latest Earnings Call Analysis SJS Enterprises Latest News SJS Enterprises Share Latest News SJS Enterprises Stock Latest News SJS Enterprises Latest Result SJS Enterprises Latest Result News SJS Enterprises Latest Quarterly Result SJS Enterprises Latest Quarterly Result Analysis SJS Enterprises Latest Quarter Result Analysis SJS Enterprises Latest Earnings Call SJS Enterprises Latest Concall SJS Enterprises Latest Concall Analysis SJS Enterprises Concall Analysis SJS Enterprises Latest Quarter Earnings Call SJS Enterprises Latest Quarterly Earnings Call SJS Enterprises Latest Quarter Earnings Call Analysis SJS Enterprises Quarterly Concall SJS Enterprises Quarterly Concall Analysis SJS Enterprises Result SJS Enterprises Result Analysis SJS Enterprises Q3FY26 Result Analysis SJS Enterprises Result News SJS Enterprises Concall Analysis SJS Enterprises Latest Quarterly Result SJS Enterprises Latest Result News SJS Enterprises Latest Stock Update SJS Enterprises Stock Latest Update SJS Enterprises Share Latest Update SJS Enterprises Latest Quarter Result SJS Enterprises Result Analysis SJS Enterprises Stock Analysis SJS Enterprises Share SJS Enterprises Share Analysis SJS Enterprises Stock Latest Update SJS Enterprises Share Latest Update SJS Enterprises Stock Latest News SJS Enterprises Share Latest News SJS Enterprises Stock Price SJS Enterprises Share Price SJS Enterprises Management SJS Enterprises Management Analysis SJS Enterprises Q3FY26 Result Analysis What Happened To SJS Enterprises Stock What Happened To SJS Enterprises Share SJS Enterprises Latest Update SJS Enterprises Latest Stock News SJS Enterprises Latest Share News SJS Enterprises Update SJS Enterprises Analysis