S.j.s. Enterprises Limited · NSE:SJS

S.j.s. Enterprises — Investor Presentation (August 2026)

28 slides from S.j.s. Enterprises's investor presentation, August 2026

  1. Slide 1: SJS Enterprises Limited Corporate Presentation

    SJS Enterprises Limited CORPORATE PRESENTATION

  2. Slide 2: Disclaimer

    SJS| Disclaimer This presentation has been prepared solely for general information purposes in respect of S.J.S. Enterprises Limited (“SJS” or the “Company”) and its subsidiaries (together, the “Group”), without regard to any specific objectives, financial situations, or needs of any particular pers

  3. Slide 3: SJS Overview | Premium aesthetics products manufacturer

    SJS Overview| Premium aesthetics products manufacturer Strategic Market Position Products and Technologies Operational Excellence • Operates in the high value- • Wide product range: • Partner, co-creator and add aesthetics market Decals, appliques/dials, supplier of choice to several across multiple

  4. Slide 4: Longstanding history of design backed manufacturing excellence

    SJS| Longstanding history of design backed manufacturing excellence Evolution into a leading design and aesthetics focused business 1987 2006 2015 2018 2021 2023 2025 SJS founded by three entrepreneurs Everstone Capital acquired a Exotech Plastics Apr’21 - Acquisition Entered Technology License cum

  5. Slide 5: Investment Thesis

    SJS| Investment Thesis • FY26 - Achieved 25.6% YOY revenue growth and 44.6% YOY PAT growth, indicating robust performance Strong Financial • Recorded 27 consecutive quarters of outperforming industry growth Performance • Consistently pays dividends - Declared 35% final dividend in FY26, highlighting

  6. Slide 6: Diverse Product Portfolio (1/4)

    SJS| Diverse Product Portfolio…(1/4) Decals & Body Graphics 2D2DAppliques Appliques&&Dials Dials 3D Appliques & Dials Overlays 6 SJS Company Profile June 2026

  7. Slide 7: Diverse Product Portfolio (2/4)

    SJS| Diverse Product Portfolio…(2/4) Aluminium Badges Domes 3D Lux Badges Aftermarket – “Transform” 7 SJS Company Profile June 2026

  8. Slide 8: Diverse Product Portfolio (3/4)

    SJS| Diverse Product Portfolio…(3/4) Lens Mask Assembly Optical Plastics Chrome plated parts (SJS Decoplast) IMLs / IMDs (SJS & Walter Pack India) 8 SJS Company Profile June 2026

  9. Slide 9: Favourable Industry Tailwinds

    SJS| Favourable Industry Tailwinds Strong Positioning in a Growing Industry Aesthetics industry expected to see robust growth1 Global Market Size (2023) Indian Market Size (FY25P) Indian Aesthetics Market Growth (USD Mn) 800 660 USD USD 553 553 Mn 460 4.7 Bn 384 267 320 300 Global Global markets exp

  10. Slide 10: Serving marquee customers across diversified end industries

    SJS| Serving marquee customers across diversified end industries Revenue by Business (Q1FY27) Revenue by End Segment (Q1FY27) Revenue by Geography (Q1FY27) 4.3% 9.8% 17.7% 14.5% 36.6% 54.3% 28.0% 44.6% 90.2% SJS SJS Decoplast WPI 2W PV Consumer Others Domestic Exports New generation products contrib

  11. Slide 11: Experienced & Qualified Board Team

    SJS| Experienced & Qualified Board Team Ramesh Chandra Jain K A Joseph Sanjay Thapar Non-Exec Chairman & Independent Director Managing Director Executive Director and Group CEO Over 40 years experience in the industry, of ~40 years of experience in aesthetics Over 40 years of experience in the auto

  12. Slide 12: Experienced Management Team

    SJS| Experienced Management Team Mandeep Singh Mahendra Naredi Ranjit Nambiar R. Raju Group Chief Information Group Chief Financial Officer Group Chief Operations Officer Chief Marketing Officer Officer • 27+ years of experience in financial • 30+ years of diversified experience • 28+ years of exper

  13. Slide 13: High quality, scalable manufacturing platform & robust supply chain

    SJS | High quality, scalable manufacturing platform & robust supply chain Established: 2018 Manufacturing Facilities (FY26) Land area: 2,25,000 sq. ft Land area: (built up) 68,350 sq. ft (built up) 5 15 253 Mn 17,500 Manufacturing Warehouses Parts SKUs Plants Supplied SJS Bangalore shifted manufactu

  14. Slide 14: Competitive edge due to end-to-end design & development capabilities

    SJS | Competitive edge due to end-to-end design & development capabilities Innovative In-House Design & Styling Studio Proven Capabilities in Product Development Strong Differentiator which has Resulted in Marquee Collaborations Partnered with Maruti in designing graphics for the Swift, Ertiga and W

  15. Slide 15: Q1FY27 Awards & Achievements

    SJS| Q1FY27 Awards & Achievements SJS was awarded by Ather for unwavering commitment in 1 2 3 4 their growth journey Certificate of Appreciation from Royal Enfield for continuous progress towards their sustainability goals in FY26 The Financial Visionary Award at the CFO Vault Summit & Awards 2026 —

  16. Slide 16: ESG Initiatives

    SJS | ESG Initiatives Strong ESG rating of 75.6 (Leadership position) from CareEdge, 71.7 (Good) from SES ESG Research & 74 (B+ and Very Good) from CFC Finlease Environment Social Governance • Entered an agreement with DB Renews Pvt. SJS contributed towards various social • Established robust risk m

  17. Slide 17: CSR & ESG Initiatives – Q1FY27

    SJS| CSR & ESG Initiatives – Q1FY27 Tree Plantation Drive (1,350 trees at Hoskote near Bangalore) Successfully planted and distributed 1,350 saplings at GHPS Karapanahalli and GHPS Maliyappanahalli, Hoskote, contributing to a greener and more sustainable future Tree Plantation Drive (2,500 trees at

  18. Slide 18: Financial Performance

    SJS| Agenda Financial Performance SJS Company Profile June 2026

  19. Slide 19: Historical Financial Highlights (1/2)

    SJS| Historical Financial Highlights (1/2) 11-year Revenue CAGR of 18.1%, showcasing consistent growth and indicating the company's strong market position Revenue from operations (INR in Mn) 9,551 7,605 6,278 4,330 3,699 2,162 2,516 1,526 FY15 FY20* FY21* FY22 FY23 FY24** FY25 FY26 *SJS Standalone 1

  20. Slide 20: Historical Financial Highlights (2/2)

    SJS| Historical Financial Highlights (2/2) Strong business model generating consistent cash flows and delivering robust return ratios FCFF / EBITDA %^ Fixed Asset Turnover Ratio (x) Impact from new plant addition with higher capacity 4.8x 71.0% 57.3% 60.7% 53.5% 52.0% 52.2% 49.5% 3.3x 47.0% 2.9x 2.5

  21. Slide 21: Q1FY27 Capital Structure and Returns

    SJS| Q1FY27 Capital Structure and Returns (INR in Mn) FY25 FY26 Q1FY27 • ICRA upgraded SJS long term funds rating to AA- (Positive) from Long Term Debt 0 0 0 AA- (Stable) Short Term Debt 158 77 93 • Strong cash flow generation to support expansion initiatives Total Debt 158 77 93 • Consistently deli

  22. Slide 22: Future Growth Outlook

    SJS| Agenda Future Growth Outlook SJS Company Profile June 2026

  23. Slide 23: Future Growth Strategy

    SJS| Future Growth Strategy Strong organic growth with best-in-class margins 1 2 3 4 Products Key Customers Exports Capacity Expansion Focus on developing new Growing Mega Accounts Increasing global presence Creating Space for Bigger technologies & advanced Opportunities products • BOE Varitronix ti

  24. Slide 24: Inorganic Growth Expected to Boost Organic Growth Trajectory

    SJS| Inorganic Growth Expected to Boost Organic Growth Trajectory Merger & Acquisitions is a Key Pillar for growth Identify New Improve Plan for next Targets Integration Performance Sustaining phase of Performance growth • WPI – Acquired in July’23, a great SJS will continue to strategic fit for SJS

  25. Slide 25: Development & Delivery of New Product Pipeline (1/2)

    SJS| Development & Delivery of New Product Pipeline Remains at the Core of SJS (1/2) Driven by premiumization, new age aesthetic products to drive realization increase across categories Integrated Product Offerings Across the Vehicle Legacy Kit Value Current Kit Value Future Kit Value Post WPI acqui

  26. Slide 26: Development & Delivery of New Product Pipeline (2/2)

    SJS| Development & Delivery of New Product Pipeline Remains at the Core of SJS (2/2) Driven by premiumization, new age aesthetic products to drive to realization increase across categories Legacy Kit Value Future Kit Value Rs 300 - 500 1.5 - 2x growth Per vehicle Per vehicle SJS’ New Age Products (2

  27. Slide 27: FY27 Outlook

    SJS| FY27 Outlook ▪ SJS to continue its strong financial performance trajectory ▪ SJS expects to outperform the underlying industry growth by 1.5x - 2x on account of : ▪ Premiumisation + Building Mega OEM Accounts + Exports = Higher than industry sales growth for SJS ▪ Business breakthrough with new

  28. Slide 28: Thank You

    THANK YOU Head Investor Relations: IR Contact: Devanshi DhruvaRelations: Head Investor | Head – Investor Relations IR Contact: Simran Malhotra / Ansh Gandhi SJS Enterprises Devanshi Dhruva | Head – Investor Relations Investor Relations Advisor devanshi@sjsindia.com SJS Enterprises Churchgate Partner

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