Earnings Update: S.J.S. Enterprises Limited (NSE:SJS) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts

It's been a pretty great week for S.J.S. Enterprises Limited (NSE:SJS) shareholders, with its shares surging 17% to ₹1,194 in the week since its latest second-quarter results. Results look mixed - while revenue fell marginally short of analyst estimates at ₹1.9b, statutory earnings were in line with expectations, at ₹26.87 per share. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

View our latest analysis for S.J.S. Enterprises

Following the latest results, S.J.S. Enterprises' four analysts are now forecasting revenues of ₹7.85b in 2025. This would be a modest 7.9% improvement in revenue compared to the last 12 months. Per-share earnings are expected to swell 15% to ₹38.57. Yet prior to the latest earnings, the analysts had been anticipated revenues of ₹7.87b and earnings per share (EPS) of ₹38.08 in 2025. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

There were no changes to revenue or earnings estimates or the price target of ₹1,107, suggesting that the company has met expectations in its recent result. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. The most optimistic S.J.S. Enterprises analyst has a price target of ₹1,194 per share, while the most pessimistic values it at ₹960. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.

Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. We would highlight that S.J.S. Enterprises' revenue growth is expected to slow, with the forecast 16% annualised growth rate until the end of 2025 being well below the historical 47% growth over the last year. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 10% annually. So it's pretty clear that, while S.J.S. Enterprises' revenue growth is expected to slow, it's still expected to grow faster than the industry itself.

The Bottom Line

The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. The consensus price target held steady at ₹1,107, with the latest estimates not enough to have an impact on their price targets.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. At Simply Wall St, we have a full range of analyst estimates for S.J.S. Enterprises going out to 2027, and you can see them free on our platform here..

We don't want to rain on the parade too much, but we did also find 1 warning sign for S.J.S. Enterprises that you need to be mindful of.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.