S.j.s. Enterprises Limited · NSE:SJS
S.j.s. Enterprises — Shareholder Meeting (July 2025)
17 slides from S.j.s. Enterprises's shareholder meeting presentation, July 2025
Slide 1: SJS Enterprises Limited 20th Annual General Meeting
SJS Enterprises Limited 20th Annual General Meeting SJS
Slide 2: Experienced & Qualified Board Team
SJS| Experienced & Qualified Board Team K A Joseph Ramesh Chandra Jain Managing Director – Promoter & Co-founder Non-Exec Chairman & Independent Director • Over 34 years of experience in aesthetics printing business • Worked for 25 years in Eicher & retired as group vice chairman • Leads the manufac
Slide 3: Indian Automotive Industry Performance (FY25 YoY Growth)
SJS| Indian Automotive Industry Performance (FY25 YoY Growth) 21.4% 20.3% 14.6% 11.3% 9.8% 9.1% 7.7% 3.3% Volume 2.0% in Mn 23.9 19.6 4.2 28.9 23.9 5.0 5.1 4.3 0.7 2W PV 2W+PV Production Domestic Sales Exports + SJS Enterprises 20th AGM July 2025 3
Slide 4: SJS Outperforming the Industry Growth
SJS| SJS Outperforming the Industry Growth FY25 - Industry Production Volume1 v/s SJS YoY Sales2 PV & consumer 29.1% segment delivered 2x growth strong growth v/s industry Industry Motorbikes – 19.6% 21.1% 9.1% YoY Growth 11.3% 9.9% 9.8% 3.3% 2W PV 2W+PV SJS (Cons) Industry SJS (Cons) + Achieved Tot
Slide 5: Diversified Revenue Portfolio
SJS| Diversified Revenue Portfolio Revenue by Business Revenue by End Segment Revenue by Geography 6.1% 7.5% 25.6% 19.5% 34.0% 51.7% 22.7% 40.5% 92.5% SJS WPI SJS Decoplast* 2W PV Consumer Others Domestic Exports Products: Focus on development new technologies & advanced products • Intend to develop
Slide 6: Development & Delivery of New Product Pipeline Remains at the Core of SJS (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 Post WPI acquisition Rs 1,200 - 1,500 Rs 3,500 – 5,000 3 - 4x growth Per vehicle Per vehicle Per vehicle Legacy Ki
Slide 7: Development & Delivery of New Product Pipeline Remains at the Core of SJS (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 Rs 300 - 500 1.5 - 2x growth Per vehicle Per vehicle Legacy Kit Value Future Kit Value SJS’ New Age Products (2
Slide 8: Capacity Expansion Plans
SJS| Capacity Expansion Plans Established: 2018 Land area: 2,25,000 sq. ft Capacity Expansion Projects Land area: (built up) Current 68,350 sq. ft Upcoming Manufacturing (built up) Manufacturing Facilities Facilities Capacity Expansion at SJS 1 Bangalore (SJS) 4 manufacturing Bangalore plants & 7 wa
Slide 9: SJS | ESG Initiatives
SJS | ESG Initiatives Environmental Social Governance • Signed agreements with Surya Urja • Comprehensive health check-ups • Established robust risk 1 for up to 3MW solar power supply for 500 underprivileged villagers management framework for • Company entered in an agreement • Supported 200 women w
Slide 10: CSR – Serving the Community (1/2)
SJS | CSR – Serving the Community (1/2) CBCI Society for Medical Education - Contribution Tree plantation near SJS Bangalore factory, towards medical treatment of poor and needy reflecting the commitment to environmental sustainability Children of migrant labour were provided education, Extended cov
Slide 11: CSR – Serving the Community (2/2)
SJS | CSR – Serving the Community (2/2) Government School Medical Health Sports Development Check up SJS has been sponsoring Mr. Kumar Manikandan, a paralympic athlete for the past Improving lives of ~775 children, by renovation of Prioritising health and safety, SJS conducted 7 years. Karnataka Pub
Slide 12: FY25 Business Highlights
SJS| FY25 Business Highlights Strong growth story continues… Exports: Increasing Global Presence • Exports grew 17.6% YoY to Rs 567.9 Mn and contributes 7.5% of total revenue • Penetrate deeper in existing geographies and enter new geographies • Strong focus on expanding presence in ASEAN • Strength
Slide 13: 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 Sustaining Targets Integration Performance phase of Performance growth • WPI – Acquired in July’23, a • SJS Decoplast – 3x revenue growth SJS will gre
Slide 14: Consolidated P&L Performance
SJS| Consolidated P&L Performance (INR in Mn) FY25 FY24 YoY% Operating Revenue 7,604.9 6,278.0 21.1% EBITDA 2,032.0 1,599.1 27.1% EBITDA Margin % 26.4% 25.2% PAT 1,188.3 853.7 39.2% PAT Margin % 15.6% 13.6% EPS 37.82 27.45 • Revenue at Rs. 7,604.9 Mn, a growth of 21.1% YoY • Growth largely driven by
Slide 15: Consolidated Balance Sheet Performance
SJS| Consolidated Balance Sheet Performance (Rs. Mn.) FY23 FY24 FY25 Long Term Debt 0 400 0 • ICRA upgraded SJS long term funds rating to AA- (Stable) from A+ (Positive) Short Term Debt 204 283 158 • Strong cash flow generation to support expansion initiatives Total Debt 204 683 158 Less: Cash & Cas
Slide 16: Awards & Achievements
SJS| Awards & Achievements Supplier Excellence Award for Hyundai awarded SJS Decoplast recognized for SJS won two Gold awards for SJS won third prize in Quality won by SJS Decoplast SQ Certification to SJS Decoplast exceeding customer Quality Circles and four Gold ACMA Kaizen contest from Internatio
Slide 17: Thank You
THANK YOU IR Contact Compliance: Ms. Devanshi Dhruva | Head - Investor Relations Mr. Thabraz Hushain | Company Secretarial devanshi@sjsindia.com SJS Enterprises Thabraz.Hushain@sjsindia.com Simran Malhotra/ Abhishek Dakoria | Investor Relations Advisor Churchgate Partners sjs@churchgatepartners.com;