Ajc Jewel Manufacturers Ltd. · BSE:AJCJEWEL
Ajc Jewel Manufacturers — Investor Presentation (June 2026)
20 slides from Ajc Jewel Manufacturers's investor presentation, Jun 22, 2026
Slide 1: AJC Jewel Manufacturers Ltd - Investor Presentation
AJC JEWEL MANUFACTURERS LTD Crafting trust, Forging the future. Investor Presentation
Slide 2: FY26 Progress & Key Initiatives
FY26 Progress & Key Initiatives Manufacturing & Operations Business Growth Innovation & Future Pipeline Manufacturing Capability Customer Base Expansion Esthara Silver Retail 3D printing, advanced casting, and CNC Onboarded Kalyan Jewellers and Chemmanur Launched a silver retail brand in Thrissur, c
Slide 3: AJC at a glance
AJC at a glance A leading Kerala-based gold jewellery manufacturer specializing in high-quality, design-led products for the B2B market. Deep Legacy: Evolved from a family-run retail business started in 1999, with a manufacturing heritage since 2014. Integrated Operations: A large-scale manufacturin
Slide 4: Investment Thesis
Investment Thesis 1. Defensible & 2. Scalable, Technology- 3. Clear, Capital-Efficient Underserved Market Enabled Platform Growth Roadmap Niche • Successfully serves two distinct • A proprietary B2B digital portal • Recent IPO has funded a multi- markets: marquee national that streamlines the entire
Slide 5: Our Journey: From Retail to Regional Leader
Our Journey: From Retail to Regional Leader 2024 2025 1999 2014 2022 2018 Public Listing The Beginning Our founder, Mr. Manufacturing Successfully listed Kunhimohamed in UAE on the BSE SME Entering Perinkadakkat, Manufacturing platform, marking a establishes a small Established a Under the name Inco
Slide 6: The Leadership Team
The Leadership Team Mr. Kunhimohamed Ms. Fathima Jasna Perinkadakkat Mr. Ashraf P Kottekkattu Founder Chairman & MD Promoter A visionary with 20+ years of With 14 years of industry A key promoter of the experience in the jewellery experience, Mr. Ashraf has been company, involved in guiding retail s
Slide 7: Business Model & Value Proposition
Business Model & Value Proposition We solve critical pain points for the entire jewellery retail spectrum through a hybrid B2B model. Core Business Model Our Unique Value Proposition B2B Manufacturing: We design and For Large Corporates: We are a trusted manufacture a wide range of 22K and 18K manuf
Slide 8: Our Product & Design Spectrum
Our Product & Design Spectrum From timeless traditional casting to high precision modern designs 1. Traditional Casting 4. CNC Machined Jewellery 2. Studded Jewellery 3. Bespoke & Custom Orders (Core Business) (New Category) • High-volume, intricate plain • Designs incorporating high- • Leveraging o
Slide 9: International Gateway: Sharjah Operations
International Gateway: Sharjah Operations Strategic Rationale • Manufacturing Hub: Serving Customers based out at GCC; Base to serve the Middle East market directly, reducing lead times for international clients • Supply Chain Optimization: Direct access to global bullion markets reduces lead times
Slide 10: Esthara Jewels: Silver Vertical
Esthara Jewels: Silver Vertical Product Definition: Affordable Luxury • Dual Portfolio: Offering 925 Sterling Silver (Rhodium plated for finish) and Gold- Plated Silver (92.5% Silver base). • Quality Assurance: Utilizing 2.5 Micron Gold Plating to ensure durability and long- lasting finish. • Market
Slide 11: A Glimpse of Esthara Jewels: Silver Vertical Showroom
A Glimpse of Esthara Jewels: Silver Vertical Showroom Investor Presentation 11
Slide 12: B2B Digital Portal
B2B Digital Portal Interactive Portal with a library of 5000+ designs across several product categories Investor Presentation 12
Slide 13: The Indian Jewellery Market
The Indian Jewellery Market Rapid formalization and rising demand create a tailwind for organized manufacturers. Market Size & Trajectory Demand Drivers • Market Value: By FY 2028, the Indian jewellery • Shift to Organized: The share of the organized retail market is set to touch USD 145 billion, ma
Slide 14: The Engine of Growth: Integrated Operations
The Engine of Growth: Integrated Operations End-to-End Control Over the Value Chain, from Design to Delivery. In-House Design Technological Advancement A 20-member in-house design team Introducing a new CNC jewellery works with a Product Development product category to expand Committee to drive inno
Slide 15: Our Esteemed Clientele
Our Esteemed Clientele We are a trusted manufacturing partner to some of the most respected names in the jewellery industry, as well as a large network of independent retailers. Key Corporate Clients Malabar Gold & Kalyan Jewellers Chemmanur Jewellers Regal Jewellers Jos alulkkas Diamonds Independen
Slide 16: Financial Highlights
Financial Highlights Particulars (In INR Lakhs) FY 2023-24 (Audited) FY 2024-25 (Audited) FY 2025-26 (Audited) Revenue from Operations 24,588.99 22,046.35 29,138.93 EBITDA 522.87 562.93 1,400.93 EBITDA Margin (%) 2.13% 2.55% 4.81 % Net Profit (PAT) 311.77 286.34 783.48 PAT Margin (%) 1.27% 1.30% 2.6
Slide 17: Income Statement
Income Statement Particulars (In INR Lakhs) FY25 FY26 Revenues 22,046.35 29,138.93 Other Income 67.43 45.76 Total Income 22,113.78 29,184.69 Raw Material Expenses 20,992.20 27,224.98 Employee Benefits Expense 353.10 314.04 Other Expenses 138.12 198.98 Total Expenditure 21,483.42 27,738.00 EBITDA 562
Slide 18: Balance Sheet
Balance Sheet Equities & Liabilities (In INR Crs) FY25 FY26 Assets FY25 FY26 Equity 444.84 606.84 Non Current Assets Other Equity 1,029.03 3,015.89 Fixed Assets 327.24 557.84 Net Worth 1,473.87 3,622.73 Deferred Tax Assets 0.00 0.00 Non Current Liabilities Long-Term Borrowings 163.20 112.23 Other No
Slide 19: Future Outlook
Future Outlook Geographic Expansion: Guidance: • Pan-India: Targeted expansion into • Revenue Growth: Targeting a 50% consolidated revenue CAGR multiple regions in North India & Tamil over the next three years, with FY27 standalone revenue expected Nadu and Karnataka. at ~₹450 Cr. The proposed Sharj
Slide 20: Thank You.
Thank You. 38/227-Z, Inkel Greens Educity, Karathode- Konamppara Road, Panakkad Village, Malappuram (Dt.), Kerala, India-676519. 103-8, Lodha Eternis, MIDC, Andheri East, Mumbai 400093 Maharashtra, India. Phone: +91 85911 45959 Email: info@confideleap.com Website: www.confideleap.com
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