SJS Enterprises Ups Guidance! CEO Sanjay Thapar Talks Export Boom, Capex Push & New BOE Display Deal #ETNOW
SJS Enterprises Ups Guidance! CEO Sanjay Thapar Talks Export Boom, Capex Push & New BOE Display Deal
SJS Enterprises CEO Sanjay Thapar breaks down the company’s sharp export momentum, major wins from Stellantis & Whirlpool, and confidence in hitting 14–15% export contribution by 2028. He details the strong 23% revenue share from new-gen aesthetic products, expanding margins above 26%, a multi-plant capex cycle, and the strategic BOE Veritronics MOU to assemble full digital displays in India. Guidance raised to 2.5x industry growth.
#etnow #exports #sjsenterprises #capex #whirlpool #businessnews #topnews #stockmarket
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Chapters:
0:00 Introduction to SJIS Enterprises and Export Growth
1:15 Outlook on New Generation Business and Product Contributions
2:32 Understanding SJIS Enterprises’ Capital Expenditure Plans
3:48 Implications of the BOE MOU for SJIS Enterprises
5:06 Revising Full Year Guidance: Order Book Visibility and Growth Strategy
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